Growth-Focused Financial Advisor for Client Planning

Talentify; Mesa (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Short-term and long-term incentives

Medical insurance (HSA/FSA)

401(k) match

EAP

Life and disability coverage

Voluntary cash benefits for accident,

Tuition Reimbursement

Paid Time Off

Paid Sick Leave

Paid Holidays

Job summary

Talentify is seeking a results-driven investment services sales professional in Mesa, AZ to develop new business and service existing accounts in alignment with goals and industry requirements.

You will meet with clients to promote financial planning and investment services, conduct educational seminars, present plans, and coordinate with program partners to service accounts while pursuing new opportunities and meeting production goals.

Qualifications

• Three years financial services sales experience.
• Ability to create and deliver effective messages to the appropriate audience.
• Willingness to travel as required.

Responsibilities

• Meet with existing and prospective clients to promote financial planning and investment services.
• Conduct educational seminars and workshops.
• Present client financial plan and investment proposals in a professional manner.
• Coordinate with program partners to service accounts, assist with inquiries and information requests, and resolve any issues relating to products and services.
• Track sales, marketing and referrals.
• Meet production goals.
• Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing and training requirements.

Skills

Financial services sales

Effective communication

Travel willingness

Education

Series 7/63/65/66 licenses

Life and Health Insurance Licenses

Bachelor's degree in Business Administration or related field

Designation: LUTCF/CLU/ChFC/CFP

Job description

Talentify is seeking a results-driven investment services sales professional in Mesa, AZ to develop new business and service existing accounts in alignment with goals and industry requirements.

You will meet with clients to promote financial planning and investment services, conduct educational seminars, present plans, and coordinate with program partners to service accounts while pursuing new opportunities and meeting production goals.