What are the responsibilities and job description for the Financial Advisor position at Daybright Financial?
COMPANY OVERVIEW
About Daybright Financial
Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work – USA,” certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally.
Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients — through the seamless delivery of Fortune 500-level health and financial wellness solutions.
For more information on Daybright Financial, visit daybright.com. Follow Daybright on LinkedIn, Instagram, Facebook, and YouTube.
Daybright is currently seeking a Financial Advisor** to join our Individual Financial Solutions Segment located in central Florida. Be part of a team of thought leaders and seasoned benefits and retirement planning professionals.
**This will be an independent consultant/1099 role.
Unlimited compensation potential – grow your book of business with no cap on the commissions you can earn!
JOB DESCRIPTION
This is a unique worksite sales opportunity for the right Financial Advisor that entails:
- Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
- Analyzing financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Selling financial products such as annuities, mutual funds, and insurance.
- Reviewing clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicates a need for plan reassessment.
- Recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
- Building and maintaining client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Answering clients' questions about the purposes and details of financial plans and strategies.
JOB QUALIFICATIONS
- Financial services sales experience required.
- Securities registration (FINRA Series 6 or Series 7 & 65), required.
- FL Life & Health insurance license, required.
- Must have clean FINRA BrokerCheck.
- Excellent sales and communication skills.
- 4-year college degree preferred.
Pay: $50,000.00 - $150,000.00 per year
Experience:
- Financial acumen: 2 years (Preferred)
License/Certification:
- Series 7 (Preferred)
- Series 6 (Preferred)
Work Location: Hybrid remote in Gainesville, FL 32602
Salary : $50,000 - $150,000