Sales Professional

WealthCare Corporation; Missouri; In loco; USD 100.000 - 175.000; Tempo pieno

Descrizione del lavoro

WealthCare Corporation is seeking a Sales Professional to advance its retirement planning clientele in Springfield and Joplin, Missouri. This role emphasizes consultative selling of high-value retirement solutions, with prospects delivered to your table and a six-month sales cycle.

Compensation includes base pay plus production pay, with expectations of six-figure earnings in year one and about $175K in year two, plus travel awards.

Competenze

• Series 65 license is preferred.
• Prior experience in the financial services industry (preferred).
• Strong organizational, prioritization, and time-management skills.
• Advanced analytical and problem-solving abilities.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office.

Mansioni

• Serve as the primary advisor for client relationships.
• Lead client meetings and deliver financial advice and recommendations.
• Build trust and deepen long-term client relationships.
• Participate in marketing and prospecting efforts to grow the firm.
• Ensure accurate, compliant client records and documentation.
• Oversee preparation for client meetings, including planning analysis and applications.
• Review meeting notes and follow-up actions to ensure timely execution.
• Develop comprehensive, customized financial plans.
• Assess risk tolerance, time horizons, and appropriate investment strategies.
• Provide portfolio, product, and planning recommendations aligned with client goals.
• Collaborate closely with other advisors and team members.
• Participate in team meetings and quarterly workflow reviews.
• Contribute to process improvements, training, and mentorship.
• Uphold firm standards for planning quality, compliance, and client experience.
• Works collaboratively with other advisors and team members in the office.
• Contributes positively to team culture, communication, and shared success.
• Willing to support team initiatives and assist in delivering exceptional client service

Conoscenze

Series 65 license

Verbal communication

Written communication

Organizational skills

Time management

Strumenti

Microsoft Office

Descrizione del lavoro

Job Description

SALES PROFESSIONAL – Move to the Ozarks! Closer to fishing beautiful lakes and rivers, hunting in the gorgeous Ozark hills and hollers, and driving to work without rush hour. AND, speaking of work, have a great sales job where prospects are delivered to your conference table ready to talk. If you have proven sales success in pharmaceuticals, medical devices, financial or insurance products, or technical goods this career opportunity in Springfield and/or Joplin might be ideal for you. WealthCare Retirement Solutions is looking for two mature professionals with demonstrable success that will translate into consultative selling of high value retirement planning cases in Springfield and Joplin. Our highly-relational, well-crafted process executes over a six- month sales cycle and not one-and done. Prospects are attracted by television, radio, and webinar, and delivered to your conference table. No cold prospecting is required though teaching an educational workshop one a couple of nights per month is expected. Compensation is salary plus production pay. Success will result in six figures compensation the first year, $175K in year two, and growth from there, on top of annual award travel. The hiring process is slow and deliberate, including a brief psychological profile and written interaction with corporate core values. If you’ve always wanted to live in the Ozarks, closer to the lakes, rivers, and entertainment of Branson and want a brief commute with minimal traffic this might be for you. If you would like to apply please do so only at our website by clicking this link: https://wealthcarecorp.com/career/financial-advisor/. Any resumes not submitted through our website will not be considered.

Who We Are

Everything we do flows from the idea that we are in business to help provide a secure financial future for the families who depend on us. We work with our clients to help them understand their financial options & opportunities. This includes strategies to save on taxes, increase wealth, manage risk, exit their business, and leave a legacy to the next generation.

We prioritize our business decisions to benefit each individual client, and we always try to do the right thing for their individual situation. Operating through that lens, helps us to make the best decisions and as a result we have a higher probability for our own success as well.

To that end, we are looking for a Sales Professional to join our team who can provide an excellent level of support for our clients while expanding the community of individuals who trust us to build confidence in their retirement.

Key Responsibilities

Client & Prospect Engagement

• Serve as the primary advisor for client relationships
• Lead client meetings and deliver financial advice and recommendations
• Build trust and deepen long-term client relationships
• Participate in marketing and prospecting efforts to grow the firm

Client Management & Documentation

• Ensure accurate, compliant client records and documentation
• Oversee preparation for client meetings, including planning analysis and applications
• Review meeting notes and follow-up actions to ensure timely execution

Financial Planning & Analysis

• Develop comprehensive, customized financial plans
• Assess risk tolerance, time horizons, and appropriate investment strategies
• Provide portfolio, product, and planning recommendations aligned with client goals

Team Collaboration & Business Leadership

• Collaborate closely with other advisors and team members
• Participate in team meetings and quarterly workflow reviews
• Contribute to process improvements, training, and mentorship
• Uphold firm standards for planning quality, compliance, and client experience

Team Collaboration

• Works collaboratively with other advisors and team members in the office
• Contributes positively to team culture, communication, and shared success
• Willing to support team initiatives and assist in delivering exceptional client service

Required Skills & Qualifications

• Series 65 license is prefered.
• Prior experience in the financial services industry (preferred)
• Strong organizational, prioritization, and time-management skills
• Advanced analytical and problem-solving abilities
• Excellent verbal and written communication skills
• Proficiency in Microsoft