Financial Professional

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help our clients achieve their financial goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation: $90,000 - $140,000

Qualifications

• Active Life Producer License in your state of residence (Virginia or West Virginia)
• Proven ability to sell life insurance products and generate leads
• Excellent phone skills, with the confidence to reach out to new prospects and clients
• Business mindset with a strong drive to succeed and grow a personal business
• Strong interpersonal skills and the ability to connect with people from diverse backgrounds
• Eagerness and willingness to learn and improve
• Up-to-date FINRA Series 7 & 63/65 documents are a bonus
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  
  

Responsibilities

• Sell & Maintain Life Insurance & Annuities
• Sell & Maintain Assets Under Management
• Develop and maintain strong relationships with clients
• Provide tailored financial advice and solutions to clients
• Manage the sales process from lead generation to closing
• Continuously learn and apply new industry knowledge
• Collaborate with the team and share best practices
• Maintain accurate and up-to-date client records and compliance documentation
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Serve as a collaborative team player willing to further development through continued training opportunities