Onboarding Advisor | Level 3-4

DescriptionThe Onboarding Advisor at Great Waters Financial serves as the primary point of contact for prospects, playing a pivotal role in captivating future Great Waters clients. This role is essential in effectively communicating and promoting the value proposition of Great Waters while actively contributing to the expansion of our client base. The Onboarding Advisor leads the charge in delivering an exceptional Client Experience by conducting meetings with prospects and referrals, fostering relationships with prospects, overseeing the prospective client pipeline, and ensuring a seamless transition from the sales process to the ongoing Relationship Management team. Additionally, the Onboarding Advisor presents and facilitates educational seminars, achieves target levels of conversion and close rates, and actively contributes to expanding our reach within the market.You Are:Engaging, confident, and disciplined, with an ability to influence others.A highly motivated self-starter committed to driving results with a demonstrated history of success.An active listener with excellent presentation skills.Mentally agile and able to adapt quickly.Passionate about connecting with people through meaningful conversation.Purpose-driven and motivated to be part of a greater mission of helping our clients Live Greatly.Responsibilities:Effectively communicate and sell the Great Waters value proposition while guiding prospective clients through the "Architecting Your Retirement" sales process.Build relationships with prospects, holding meetings with clients and referrals.Achieve target levels of conversion and close rates.Manage the new client experience by coordinating from the sales process to the Relationship Management team.Manage the prospect pipeline, including follow-up emails and phone calls.Maintain proper CRM management, distributing critical client/referral information accordingly.Prospect future Great Waters clients by attending, facilitating, and presenting at educational workshops and marketing events.Provide training and development for other team members.Work cross functionally with other departments to further company initiatives.RequirementsSeries 65 or CFP, and Life & Health Insurance LicenseExcellent verbal and written communication skills4-8 years experience in a Sales role or equivalentWeeknight availability to conduct educational workshops (2-6 times a month)Reliable transportation requiredBenefits SnapshotAt Great Waters, we care about supporting our employees both inside and outside of work. We offer a well-rounded benefits package designed to support your health, financial well-being, and overall quality of life.Our benefits include:Medical, Dental, and Vision insuranceA 401(k) retirement plan with an employer matching scheduleEmployer-provided Health Savings Account (HSA)Life Insurance and Accidental Death & Dismemberment (AD&D) coverageLong-Term Disability insuranceA free Estate Plan through Great Waters servicesAn annual wellness stipend to support physical and mental well-beingVacation Time, Sick Time, and 10 paid company holidaysEligibility for a discretionary annual bonus based on individual and company performancePay Transparency StatementThis role is posted at the Onboarding Advisor Level 3-4 and includes both base salary and variable compensation.Onboarding Advisor Base Salary (Level 3-4): $85,000 – $109,000 annuallyThis position is eligible for uncapped variable compensation based on individual performance and achievement of defined metrics.Estimated variable compensation: $60,000 - $84,000+ annuallyEstimated total compensation (base + variable): approximately $145,000 - $220,000+ annuallyEligible for a discretionary annual bonusThis position is part of a structured career framework with 7 total levels. Actual compensation will depend on role level, experience, and individual performance against defined metrics. Great Waters offers a comprehensive benefits package, details of which are outlined above.J-18808-Ljbffr