Financial Presenter, Financial Presenter - Greenville
2 weeks ago
Job summary
This is not a traditional sales role; it's a stage, a spotlight, and a serious growth opportunity.
A purpose-driven financial advisory firm is hiring a Financial Presenter to lead live educational events...
+Benefits
- Presentation fees
- Medical dental vision insurance with employer contributions Simple IRA with company match PTO paid holidays Soft Close at end of year Monthly company lunches team outings performance-based company trips Relocation assistance available
Responsibilities:
,+
- Deliver engaging high-energy live presentations at speaking events
- Present the firms holistic financial planning philosophy including tax-efficient strategies at high level
- Build credibility and rapport with retiree pre-retiree audiences
/LI >< Li >Generate qualified leads from presentations and maintain strong booking rate
/ LI>/L>i>COnduct daytime client appointments to convert presentation attendees into prospects
Study master the firms presentation materials messaging recorded training content./U/Li>Job description
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