Sales Advisor
Sales Advisor
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Job Description
About the job
Sales Advisor
Are you looking to expand your career and be a part of a successful team Are you driven selfmotivated and customer focused If you enjoy working closely with new clients developing longterm relationships constantly challenging yourself and providing superior customer service and expertise then we would like to talk to you! Our wellestablished and growing financial firm in (Parsippany NJ) is seeking to add a Sales Advisor to our Team!
This Sales Advisor will have the opportunity to meet oneonone with company leads from seminars and the opportunity to stir up referral business.
The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor making active outbound calls to set appointments with prospects and client relationship building and participation in public seminars which will include introducing the main Advisor.
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to prospective clients
- Persistence
- An entrepreneurial perspective to build a client base
- Persuasive ability
Minimum Requirements:
- Bachelors degree
- Must be dually licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed) Series 6 Series 65 and Series 7.
- Proven experience in financial sales.
- Strong understanding of wealth management principles and investment strategies.
- Excellent math skills with the ability to analyse complex financial data.
- Exceptional sales skills with a focus on customer relationship management.
- Ability to communicate complex financial concepts clearly and effectively to clients.
- Strong organizational skills with attention to detail in managing client portfolios
Position Responsibilities:
- Prepare present and implement customized financial plans
- Offer strategic advice to prospective clients on products and services such as wealth management strategies income tax reduction strategies retirement income planning and more
- Assist prospective clients with the account opening process for annuities life longterm care and managed money
- Provide financial planning advice to include investment insurance and retirement
- Develop manage and retain strong client relationships
- Assist main Advisor with meeting individual and team goal
Benefits:
- Health Dental and Vision
- PTO
- 401k
- Paid Training
Hours:
- Monday Thursday: 9:00 am 5:00 pm
- Fridays: 9:00 am 4:30 pm
- Some evening seminars
Employment Type
Full Time
