- Interact professionally with clients by phone and/or in person to update the clients profile and financial situation/needs
- Complete service requests, resolve client issues and keep CRM updated by entering detailed notes
- Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs
- Meets production targets that impact overall company revenue goals.
- Prepare client reports and review summary for upcoming appointments
- Assist with client reports, mailings and in setting client appointments
- Assist with New Business processing & review documents prior to submission
- Additional tasks as assigned by management
- 4-year degree in Accounting, Finance or related field
- Series 65 or 7/66 with Life & Health Licenses
- CFP (Certified Financial Planner) designation
- 2-7 years in financial services offering investment management and insurance services
- Sales experience within the financial services industry
- Strong experience with MS Office and the ability to learn new software quickly
- Excellent written and verbal communications skills both in person and via phone
- Proactive mentality, positive attitude and consistent follow through
- Highly intelligent, strong organizational skills and attention to detail
- Ability to work independently with good time management and critical thinking skills
- Experience with SalesForce CRM software
- 2+ years working in a fast-paced office environment
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Financial Advisor - Indianapolis, United States - Strategic Wealth Designers
Description
Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Are you looking for an opportunity to utilize your superior customer service skills and work one-on-one with clients daily? Would you enjoy working for a rapidly growing and respected company with unlimited opportunity for personal development?
Strategic Wealth Designers (SWD) is a full-service financial firm specializing in assisting clients in or near retirement. Our team is comprised of advisors, marketers and client relation specialists who thrive on success and are rewarded for hard work. SWD is a close-knit company looking for the right person to complement our team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business by exceeding expectations and developing a strong working relationship with our clients. The Financial Advisor we choose will be intelligent, articulate, pleasant, dependable and brings a great attitude to work every day.
Job Description
Financial Advisors work closely with the Lead Advisor in a marketplace to interact with a new and existing regional client base in order to complete all service requests related to opening and maintaining financial accounts. This may include but is not limited to new account paperwork, beneficiary changes/withdrawals, account reallocations, incoming service calls, database management, appointment preparation including updating client account summaries for review meetings, prepping Senior advisors for client meetings, sales report preparation and preparing issued accounts and contracts for delivery.
Responsibilities/Tasks:
The Financial Advisor will serve as a relationship manager for an existing group of clients and will work alongside the Lead Advisor in the market to provide advice and guidance to help clients achieve their goals. They will be expected to follow-through consistently in all efforts, build relationships with prospects and clients, and help prepare for client appointments. Other daily, weekly, and/or monthly tasks may include:
Minimum Requirements:
***Please note that some travel to Indianapolis will be required
Additional preferred skills:
Commitment: 40 hours per week, 8am-5pm with some flexibility on days and times due to client appointment and evening event schedules.
Compensation: Starting salary range is $90,000-115,000 with a 3-year target compensation of $120,000 which includes bonuses based on new business generated and having or attaining the CFP designation. Also included is full medical/dental/vision benefits, 401k plan with company match, a generous PTO schedule and 11 paid holidays including your birthday
Serious applicants only please as we are looking for a long-term fit. Thanks for your interest
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