- Monthly seminars at upscale restaurants, fully sponsored.
- A personal office for client consultations.
- Comprehensive back-office support for seamless business tracking and follow-ups.
- Advanced technology and CRM systems for managing your sales cycle.
- Regular sales meetings and training sessions with the whole team.
- Personalized coaching sessions with top industry professionals.
- A distraction-free environment allowing you to focus solely on client service and business development.
- Crafting tailored financial plans to fulfill clients' aspirations.
- Leading clients through a comprehensive planning journey, from discovery to execution.
- Utilizing a diverse toolkit of financial products to ensure client futures are secured.
- Building lasting relationships that extend beyond financial advice, making clients feel valued and part of the Amerity family.
- A strong commitment to client success and strategic financial planning.
- A valid Life and Health Insurance License.
- Demonstrated sales prowess and closing capabilities.
- A mix of experience in financial planning and eagerness to delve deeper into the field.
- An open-minded, ambitious, and team-oriented individual.
Financial Advisor - Daytona Beach, United States - Magellan Financial & Insurance Services, Inc.
Description
Exciting Financial Advisor Role at Amerity Financial )
About Us:
Amerity Financial distinguishes itself as a leading advisory firm, deeply entrenched in Florida and based in the vibrant Lakeland region. Our proficiency in retirement planning, wealth management, and a broad array of financial advisory services has elevated us to a position of prominence, fueled by cutting-edge marketing strategies and a steadfast dedication to exceptional client service. As we continue to grow, we are developing exciting career opportunities for Financial Advisors in Daytona Beach, FL, emphasizing comprehensive financial planning and preparation for retirement. Our success is rooted in our dedication to creating enduring relationships, nurturing community spirit, and our unified goal to improve the financial well-being of families nationwide.
What You Will Receive:
The Opportunity: Financial Advisor
We are seeking Financial Advisors dedicated to making a positive impact, skilled in strategic financial planning, and with a proven track record in sales. As a trusted advisor, you will guide clients towards a secure and fulfilling retirement, supported by our strong marketing strategies and a steady stream of client interactions.
Your Role Involves:
Who We're Looking For:
Our Offer:
Joining Amerity Financial is more than just starting a new job—it's an opportunity for personal development, impactful contributions, and playing a crucial role in our shared mission to enhance our clients' financial well-being. We offer paths for career progression, personal growth, and significant opportunities to contribute to our clients' financial achievements.
Please note: This position is for those prepared to make a significant in-person impact in Florida.
Amerity Financial is devoted to fostering a diverse and inclusive work environment. We are an equal opportunity employer, welcoming applicants from all backgrounds to join our team.