Lead Sales Advisor

Purple Cow Recruiting; Buffalo Grove (IL); On-site; USD 91,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid holidays

Paid time off

Job summary

Heartline Staffing in Buffalo Grove, IL seeks a Lead Sales Advisor to convert qualified prospects into long-term clients within a fiduciary-focused financial planning environment. The role is onsite, full-time, with marketing-led lead generation and a calendar of appointments.

The ideal candidate has 3–5+ years in client-facing wealth management, holds a Life & Health license, and possesses Series 65/66 with Series 7.

Qualifications

• 3-5+ years of experience with clients in financial planning or wealth management.
• 3-5 years of client-facing sales advisory experience within the wealth management industry.
• Illinois Life and Health license required.
• Series 65 OR Series 66 with Series 7 required.
• Bachelor's Degree required.

Responsibilities

• Meet with prospective clients provided through marketing; build trust and convert opportunities into clients.
• Conduct discovery and fact-finding discussions; identify goals and planning needs.
• Present customized financial planning recommendations and retirement/income planning strategies.
• Develop initial retirement and investment planning strategies; advise on advisory solutions when appropriate.
• Guide prospects through the decision-making process and transition new clients into ongoing relationships.

Skills

Client-facing sales

Relationship-building

Presentation skills

Communication skills

Retirement planning knowledge

Education

Bachelor's degree

Illinois Life & Health license

Series 65 or 66 with Series 7

Series 7

Job description

Lead Sales Advisor

Buffalo Grove, IL | Onsite | Full-Time | Financial Planning & Wealth Management

Description

Heartline Staffing is recruiting a Lead Sales Advisor for a full-time financial planning and wealth management opportunity in Buffalo Grove, Illinois. This position is designed for an experienced client-facing advisor who enjoys meeting prospective clients, developing financial recommendations, building trust and converting qualified opportunities into long-term advisory relationships.

Unlike many advisor positions, this role does not require the advisor to generate their own leads through cold calling or prospecting. Dedicated marketing and lead-development teams generate qualified opportunities and schedule appointments directly onto the advisor's calendar. Advisors can generally expect approximately 15-20 appointments per week.

Position Overview

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

The advisor conducts discovery and fact-finding meetings, identifies client goals and planning needs, develops and presents financial recommendations, and guides prospective clients through the decision-making process. The position works closely with planning and service teams to implement recommendations and transition new clients into ongoing relationships.

Compensation

• Salary Range: $91,000-$110,000
• Team-Based Bonus Structure
• Relocation Assistance: No

Qualified Leads & Appointments

• Dedicated Lead Development Specialists Generate Qualified Opportunities
• Company-Funded Marketing Campaigns
• Appointments Are Scheduled Directly Into The Advisor's Calendar
• Advisors Can Generally Expect Approximately 15-20 Appointments Per Week
• No Requirement To Generate Leads Through Traditional Prospecting Or Cold Calling
• Focus Is On Meeting Prospects, Building Relationships And Converting Qualified Opportunities Into Clients

Financial Planning & Advisory

• Conduct Discovery Meetings And Fact-Finding Discussions
• Identify Client Goals, Concerns, Opportunities And Planning Needs
• Present Customized Financial Planning Recommendations
• Develop Initial Retirement Planning Strategies
• Develop Initial Investment And Income Planning Strategies
• Recommend Investment Advisory Solutions When Appropriate
• Recommend Annuity, Insurance And Retirement Planning Solutions When Appropriate
• Acquire New Assets Under Management And Insurance Business
• Guide Prospects Through The Financial Decision-Making Process

Client Relationship Development

• Meet With Prospective Clients Provided Through Marketing And Lead-Generation Systems
• Build Trust And Establish New Client Relationships
• Deliver A Consultative, Fiduciary-Focused Planning Experience
• Maintain Established Client Communication And Service Standards
• Transition New Clients Into Long-Term Relationships
• Work Closely With Planning And Service Teams To Support Ongoing Client Needs

Compliance & Business Management

• Ensure Compliance, Suitability, Documentation And Confidentiality Requirements Are Met
• Maintain Accurate CRM Documentation And Workflows
• Collaborate With Planning And Service Teams To Implement Recommendations
• Meet Annual Production And Business Development Goals

Business Hours

• Monday-Thursday: 9:00 AM-5:00 PM
• Friday: 9:00 AM-2:30 PM Once High-Priority Tasks Are Completed
• Paid Lunch Hour

Flexible Work Options

• Position Begins Onsite In Buffalo Grove, IL
• Hybrid Work Schedule Eligibility After 6 Months Of Employment, Subject To Role Requirements And Management Approval
• Family Flex Work-From-Home Program Provides Up To 2 Flexible Remote Work Days Per Month
• Employees Who Opt Out Of The Hybrid Program May Be Eligible For An Additional 5 PTO Days Annually

Benefits & Professional Development

• PTO Begins At 15 Paid Days Annually With Increased Accrual Based On Tenure
• Paid Holidays
• Medical Insurance With Company Contribution Toward Employee Premiums
• Dental Insurance With Company Contribution Toward Employee Premiums
• Vision Insurance
• Spouse And Dependent Coverage Available
• 401(k) Retirement Plan
• Company Match Eligibility After 6 Months Of Employment
• Mentoring And Hands-On Guidance From Leadership
• Career Growth And Advancement Opportunities
• Ongoing Learning And Professional Development Opportunities
• Sponsorship Of Industry-Related Certifications, Designations And Educational Programs After 6 Months Of Employment
• Complimentary Snacks And Beverages
• Premium Coffee Offerings
• Monthly Company-Paid Lunches, Team Outings And Social Events

Requirements

• 3-5+ Years Of Experience Working With Clients In Financial Planning, Wealth Management Or Advisory Services REQUIRED
• 3-5 Years Of Client-Facing Sales Advisory Experience Within The Wealth Management Industry REQUIRED
• Illinois Life And Health License REQUIRED
• Series 65 OR Series 66 With Series 7 REQUIRED
• Bachelor's Degree REQUIRED
• Strong Sales And Relationship-Building Skills REQUIRED
• Excellent Presentation And Communication Abilities REQUIRED
• Strong Understanding Of Retirement Planning Concepts REQUIRED