Lead Sales Advisor

HireReady Partners; Buffalo Grove (IL); On-site; USD 85,000 - 110,000; Full time

Job summary

HireReady Partners is seeking a Lead Sales Advisor in Buffalo Grove, IL, to guide clients through financial planning and wealth management. You will work with an experienced marketing team that generates 15–20 qualified appointments per week, allowing you to focus on understanding client goals and delivering tailored recommendations.

This role emphasizes fiduciary guidance and long-term relationships, with responsibilities including discovery meetings, presenting planning options, and converting

Qualifications

• Experienced Financial Advisor
• Fiduciary-focused planning experience
• Strong client relationship skills

Responsibilities

• Meet with prospective clients provided through the firm's 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

Job description

Lead Sales Advisor (Financial Planning & Wealth Management)

Are you an experienced Financial Advisor who thrives on meeting prospective clients, building trust, and helping families make meaningful financial decisions?We are seeking a motivated and client-focused Lead Sales Advisor to join our growing team. Unlike many advisory firms, you will not be responsible for prospecting or lead generation. Our dedicated marketing and lead development teams generate and schedule qualified appointments on your behalf. Advisors can generally expect approximately 15 to 20 appointments per week, allowing them to focus on meeting prospects, delivering financial planning recommendations, and converting opportunities into long-term client relationships.

Key Responsibilities

As a Lead Sales Advisor, your primary objective is to convert qualified prospects into long-term clients while delivering a consultative, fiduciary-focused planning experience.

Core Responsibilities

• Meet with prospective clients provided through the firm's 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
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