Lead Financial Advisor
Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, EPI Financial in Troy, MI is seeking to add Lead Advisor to our Team!
This Lead Advisor will have the opportunity to run seminars, meet one-on-one with company leads from seminars and referrals, as well as existing clients. 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, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars to include introducing the main Advisor.
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- An entrepreneurial perspective to build client base
Minimum Requirements:
- 3+ years of financial service experience required
- Series 65 and Life and Health required
- Comfortable with public speaking and seminar presentation
- Strong organizational, prioritization, interpersonal and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite
- Experience with CRM preferred
Position Responsibilities:
- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice to include investment, insurance, and retirement
- Develop, manage, and retain strong client relationships
- Speak at and coordinate seminars and similar client events
- Follow up with prospective leads to build book of business
Salary
- $70,000-$80,000 + Commissions
Benefits
After 90 days
- Full health benefits
- 401 (k) match
Hours
- M-F
- 9am-5pm
- Some evenings required for client events
Presented by Advisor Employee Services Thank you for your interest in the Lead Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
