Financial Advisor

DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!ResponsibilitiesSell & Maintain Life Insurance & AnnuitiesSell & Maintain Assets Under ManagementDevelop and maintain strong relationships with clientsProvide tailored financial advice and solutions to clientsManage the sales process from lead generation to closingContinuously learn and apply new industry knowledgeCollaborate with the team and share best practicesMaintain accurate and up-to-date client records and compliance documentationLook for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisionsDetermine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectivesMake strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsConsider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needsEmbrace the role of a structured yet coachable team player open to continued education and training from other team membersQualificationsActive Life Producer License in your state of residence (Virginia or West Virginia)Proven ability to sell life insurance products and generate leadsExcellent phone skills, with the confidence to reach out to new prospects and clientsBusiness mindset with a strong drive to succeed and grow a personal businessStrong interpersonal skills and the ability to connect with people from diverse backgroundsEagerness and willingness to learn and improveBasic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessaryValid FINRA Series 7 & 63/66 preferred but not requiredComputer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferredSuperior communication, relationship building, and math skills to establish a strong foundation of customer service for all clientsA required Bachelor's degree in business administration, finance, or similarly related field