Financial Advisor

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking and responding to inquiries regarding billing, coverage, eligibility, and insurance policies • Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims • Grow new business by generating a prospective customer base and advertising our insurance products via networking, asking for referrals, cold calling, and other marketing strategies Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • A required Bachelor’s degree in business administration, finance, or similarly related field • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Valid FINRA Series 7 & 63/66 preferred but not required • Possesses outstanding interpersonal and communication skills • Prior health insurance or life insurance experience a bonus • Must have graduated from high school or received a GED; a Bachelor’s degree is desired • Previous customer service or experience as a sales representative preferred • Current Life & Health insurance license is greatly valued Compensation: $117,000

• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date • Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking and responding to inquiries regarding billing, coverage, eligibility, and insurance policies • Evaluate new customers’ insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations • Process current policyholders’ insurance claims while monitoring the status of existing insurance claims • Grow new business by generating a prospective customer base and advertising our insurance products via networking, asking for referrals, cold calling, and other marketing strategies

Compensation:
$117,000 per year