Financial Advisor

Strategy Financial Group; Phoenix (AZ); Sur place; USD 70 000 - 105 000; Plein temps

Avantages offerts par ce poste

Health Insurance

401(k)

PTO

Résumé du poste

Strategy Financial Group in Phoenix, AZ is seeking a financial advisor to join the team and grow client relationships. The advisor will meet one-on-one with leads from seminars and referrals, service existing clients, and participate in public seminars, while supporting the main advisor and achieving team goals.

Applicants should have a proven sales record in financial services, excellent communication skills, and the ability to market to local clients.

Qualifications

• 3+ years of financial services experience with an emphasis on sales.
• Life and Health Licensed; Series 65.
• Strong initiative and entrepreneurial drive to build client base.
• Excellent communication skills, verbal and written.
• Strong organizational, prioritization and interpersonal skills.
• Proficient with MS Office; CRM experience preferred.

Responsabilités

• Prepare, present, and implement customized financial plans.
• Assist clients with annuities, life, long-term care, and managing money.
• Provide financial planning advice across investments, insurance, and retirement.
• Develop, manage, and retain strong client relationships.
• Assist main Advisor with meeting individual and team goals.

Connaissances

Financial services sales

Client relationship building

MS Office Suite

Excellent communication

Marketing to local clients

Persistence

Formation

Life and Health Licensed; Series 65

Outils

MS Office Suite (Outlook, Excel, Word, PowerPoint)

CRM experience (Redtail preferred)

Description du poste

Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team!

The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor.

• Strong initiative


• Ability to market to local clients


• Persistence


• An entrepreneurial perspective to build client base


• 3+ years of financial services experience with an emphasis on sales


• Life and Health Licensed; Series 65


• Strong organizational, prioritization, interpersonal, and management skills


• Strong mathematical and analytical skills


• Excellent communication skills; both verbal and written


• Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)


• Experience with Redtail/CRM preferred, but not required

Responsibilities:

• Prepare, present, and implement customized financial plans


• Assist clients with annuities, life, long-term care, and managing money


• Provide financial planning advice to include investment, insurance, and retirement


• Develop, manage, and retain strong client relationships


• Assist the main Advisor with meeting individual and team goals

Hours

• TBD


• Health Insurance


• 401(k)


• PTO