What are the responsibilities and job description for the Sales Advisor position at Masis Professional Group?
Sales Advisor
Location: Clearfield, UT (Full-Time, Onsite)
A growing wealth management firm is seeking a motivated Sales Advisor to join its Clearfield, Utah office. This role is ideal for a licensed professional who enjoys engaging with prospective clients and converting strong inbound interest into lasting advisory relationships. The position is fully onsite and supported by a steady flow of warm, qualified leads, with limited cold outreach required.
Key Responsibilities
- Meet with prospective clients from inbound inquiries and scheduled appointments.
- Conduct discovery conversations to understand client needs and objectives.
- Present financial planning and investment solutions in a clear, consultative manner.
- Build and maintain long-term client relationships through consistent follow-up.
- Partner with internal advisors and operations teams to deliver a seamless client experience.
- Ensure adherence to regulatory and compliance standards.
Qualifications
- Active Series 65 license required.
- Prior experience in a financial services sales or advisory role.
- Strong communication and relationship-building skills.
- Ability to thrive in a fast-paced, in-office environment.
- Willingness to work fully onsite in Clearfield, UT.
Why This Role
- Robust pipeline of warm leads with minimal cold calling.
- Collaborative team culture with clear growth opportunities.
- Competitive compensation and comprehensive benefits.
Salary : $55,000 - $70,000