Hybrid Lead Financial Advisor — Growth & Impact

SGL Financial; Buffalo Grove (IL); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health and dental insurance

Hybrid work schedule

Flexible work-from-home days

401(k) with company matching

Paid time off

Company-sponsored designations andCert

Job summary

SGL Financial is seeking a Lead Sales Advisor to join our team in the Buffalo Grove/Chicago area. You’ll work with a dedicated Marketing and Lead Development Department that generates 15-20 qualified appointments weekly, allowing you to focus on meeting prospects and delivering financial planning recommendations.

Ideal candidates bring 3-5+ years in wealth management, required licenses, and a proven ability to close opportunities ethically.

Qualifications

• 3-5+ years of experience in financial planning, wealth management, or advisory services.
• Illinois Life and Health License
• Series 65 or Series 66 & 7 combined
• Bachelor's Degree
• Strong sales and relationship-building skills
• Excellent presentation and communication abilities
• Strong understanding of retirement planning concepts
• Ability to close new business opportunities ethically and consultatively
• Detail-oriented and highly organized

Responsibilities

• Meet with prospective clients provided through marketing and lead-generation systems.
• Build trust and establish new client relationships.
• Conduct discovery meetings and fact-finding discussions.
• Identify client goals, concerns, opportunities, and planning needs.
• Present customized financial planning recommendations.
• Develop initial retirement, investment, and income planning strategies.
• Recommend investment advisory, annuity, insurance, and retirement planning solutions when appropriate.
• Acquire new assets under management and insurance business for the firm.
• Collaborate with the planning and service teams to implement recommendations.
• Ensure compliance, documentation, and confidentiality requirements are met.

Skills

Sales and relationship-building

Presentation skills

Close new business ethically

Attention to detail

Retirement planning knowledge

Education

Bachelor's degree

Job description

SGL Financial is seeking a Lead Sales Advisor to join our team in the Buffalo Grove/Chicago area. You’ll work with a dedicated Marketing and Lead Development Department that generates 15-20 qualified appointments weekly, allowing you to focus on meeting prospects and delivering financial planning recommendations.

Ideal candidates bring 3-5+ years in wealth management, required licenses, and a proven ability to close opportunities ethically.