Financial Advisor - Pennsylvania, United States - U.S. Retirement & Benefits Partners

Description

COMPANY OVERVIEW

U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about USRBP, please visit our website: .

We are looking for Financial Advisors to join our Partner Firm, Kades-Margolis Corporation there are various positions open across PA. .

For nearly 50 years, Kades-Margolis has offered a unique selling structure which includes a low-key consultative sales approach. We are currently seeking licensed financial advisors in multiple areas of Pennsylvania due to rapid business growth.

THE USRBP/KADES-MARGOLIS ADVANTAGE:

Our market niche focuses on a stable and consistent target market segment, offering protected territories giving you places to go and people to see, eliminating the need for cold calling. Kades-Margolis Advisors will spend their time building relationships with centers of influence, presenting to large groups of potential clients, and meeting individuals one-on-one to jointly discuss wealth management and financial and retirement planning process. In addition, we often provide existing clients with a chance to help new advisors get started.

One of the biggest challenges often expressed in this industry is the lack of qualified leads and how time-consuming it is to conduct cold marketing efforts. Our sales model eliminates that aspect and enables advisors to navigate a successful career by utilizing their networking, presentation, and interpersonal skills. Try an endorsed market niche where people really want and need to see you.

• Work Remotely in the field – expectation is to be in Pennsylvania territory.

Our Financial Advisors enjoy:

• Salaried position plus commission for first 2 years, then transfers to an independent consultant/1099 role that is 100% commission based.
• Unlimited compensation potential – grow your book of business with no cap on the commissions you can earn Transition potentials and no cold calling.
• Opportunity to work existing client relationships while developing new ones.
• Marketing support that helps with the coordination of financial presentations, seminars, and client appreciation events.
• Affinity prospecting through relationships within the markets served, facilitating effective lead generation.
• Comprehensive and ongoing training and development, including support with systems, processes, products, and other aspects of the position.
• Strategic business planning with the Sales Management Team based on the individual advisor and geographical territory.
• Initial Licensing Fees & E&O Insurance paid for by Kades-Margolis.
• Client Service Support Center with a designated Client Service Representative for assistance with various client service functions.

The culture at Kades-Margolis Corporation is one that fosters success through offering an entrepreneurial environment along with many other value-added benefits.

JOB DESCRIPTION

This is a unique worksite sales/marketing opportunity for the right Financial Advisor that entails:

• Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Analyzing financial information obtained from clients to determine strategies for meeting clients' financial objectives.
• Selling financial products such as investment advisory, annuities, mutual funds, and insurance (licenses required).
• Reviewing clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
• Recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
• Building and maintaining client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
• Answering clients' questions about the purposes and details of financial plans and strategies.

The successful candidate will have:

• Bachelors degree (Finance or related field preferred).
• Excellent sales and communication skills.

Need to have or be willing to obtain (KMC will sponsor):

• Securities registration (FINRA Series 6 or 7 and 63, 65, or 66).

If licensed, must have clean FINRA BrokerCheck.

• PA Life & Health insurance license.