Financial Advisor

Financial Services is an ever expanding and growing industry. Our business model is dynamic and built to create a win/win/win for you for clients and for us.

As a Financial Representative with us you will be a part of the everexpanding and growing financial industry. You will apply what you have learned from your past experience and we will help you learn more! From managing client relationships providing financial products and services to offering insurance solutions your success will ultimately come from helping to serve others by being their go to financial representative.

Responsibilities:

• Work crossfunctionally to drive assets under management growth across a portfolio of independent 3rd party advisors and through direct company Advisors.
  
• In conjunction with the Client Services team cultivate relationships across your portfolio of assigned advisors connecting with key business executives from Clevel on down.
  
• Partner with and lead the Client Services team in assisting advisors with opening and funding new accounts as well as ongoing service of advisors existing clients.
  
• Increase awareness and growth around the full suite of our products.
  
• Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets.
  
• Maintain accurate forecasting and opportunity pipeline management.
  
• Use in house CRM Software effectively to run the sales process from lead generation to closing and maintaining relevant data.
  

Requirements

Preferred Qualifications:

• Financial Planning Finance and Retirement Planning skills
  
• Experience in providing insurance solutions
  
• Excellent communication and interpersonal skills.
  
• Ability to work independently and remotely
  
• Series 7/66
  
• Series 65/66
  
• Series 4/9/10
  
• Life & Health Licenses
  
• CFP