Financial Advisor - Built-In Clients, 7 Appointments

Drake & Associates

Waukesha (WI)

On-site

USD 150,000 - 230,000

Full time

14 days+

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Job summary

Drake & Associates in Mequon, WI is seeking a Financial Advisor to join our team with guaranteed appointments and no prospecting. You will meet with prospective clients from seminars, workshops, and referrals, presenting our Retirement Ready Roadmap and building lasting relationships.

Candidates should have Life & Health licenses, Series 65/66 and 7, and at least three years of financial services sales experience.

Qualifications

Active Life & Health license.
Series 65 or Series 66 and 7 licenses.
Bachelor’s degree preferred.
Minimum three years of financial services experience, with an emphasis on sales.
Strong organizational, analytical, and communication skills (verbal and written).
Proficiency with Google Suite; Salesforce experience preferred.

Responsibilities

Meet directly with prospective clients from seminars, workshops, and referrals.
Present the firm’s value proposition, participating in public seminars and marketing initiatives.
Build lasting client relationships.
Develop, present, and implement tailored financial plans.
Advise clients on annuities, life insurance, long-term care, and managed investments.
Provide comprehensive financial planning, including investment, insurance, and retirement strategies.
Cultivate and maintain strong client relationships.