Financial Sales Advisor and Business Developer

Hobart Wealth; Charlotte (NC); On-site; USD 27,000 - 125,000; Full time

Job summary

Hobart Wealth is seeking a Financial Sales Advisor to join their team in Charlotte, NC. This role focuses on managing leads, conducting meetings, and converting prospects into clients. The position offers high income potential and a supportive team culture, ideal for driven sales professionals with a passion for financial planning.

Benefits

401(k) options

Medical coverage

Supportive team culture

Qualifications

• Dynamic and enthusiastic sales professional ready to excel.
• Knowledgeable in financial planning with a desire to learn.

Responsibilities

• Manage a minimum of 10 leads weekly through a conversion process.
• Present at seminars aiming for follow-up meetings with attendees.
• Conduct a minimum of 4 meetings per day leveraging provided leads.

Skills

Interpersonal Skills

Communication Skills

Sales Skills

Financial Planning Knowledge

Job description

Financial Sales Advisor and Business Developer

Financial Sales Advisor and Business Developer

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Are you an energetic, driven, and enthusiastic sales professional looking to excel in a rewarding, high-performance environment? Hobart Wealth is seeking a Lead Sales Advisor to join our team at our Ballantyne location. This is a 100% sales-focused position with a lucrative pay structure designed to reward your dedication and results.

Key Responsibilities:

• Lead Engagement: Manage a minimum of 10 qualified, pre-scheduled leads weekly, leading prospects through a 3-meeting conversion process in collaboration with our Wealth Advisors.
• Public Speaking: Present at seminars and workshops, aiming to schedule follow-up meetings with at least 50% of attendees.
• Conversion Success: Achieve a 40% conversion rate from initial prospect meetings to long-term client relationships.
• Pipeline Management: Track all prospect communications and follow-ups, managing Opportunity Pipeline, Workflows, and scheduling efficiently.
• Daily Meetings: Conduct a minimum of 4 meetings per day, leveraging leads provided by the firm.
• Data Coordination: Collect and organize prospect data, working closely with Wealth Advisors to prepare and present financial analyses during prospect meetings.
• In-Office Work: Operate primarily from our Ballantyne office, with occasional meetings held in Davidson.

What We Offer:

• High Income Potential: Earn $175,000+ in your first year, with potential for significant growth.
• Supportive Team Culture: Join an amazing, energetic, and collaborative team with a shared commitment to success.
• Comprehensive Benefits: Enjoy 401(k) options, medical coverage, and other benefits.

What We’re Looking For:

• A dynamic and enthusiastic sales professional ready to work hard and excel.
• Knowledgeable in financial planning, with a desire to continuously learn and grow.
• Exceptional interpersonal and communication skills, with a passion for helping clients achieve their financial goals.

How to Apply:

If this opportunity excites you, submit a one-paragraph response detailing your success in sales and what you would bring to Hobart Wealth to [e-mail]. We can’t wait to hear from you!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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