Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Puget Sound Financial Strategies in Tacoma, WA is seeking to add a Lead Advisor to our Team!
This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars to include introducing the main Advisor.
Minimum Qualifications:
- Strong initiative
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- 2+ years of financial service experience required
- Series 65 and Life and Health required
- Strong organizational, prioritization, interpersonal and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite
- Experience with CRM preferred
Position Responsibilities:
- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice to include investment, insurance, and retirement
- Develop, manage, and retain strong client relationships
- Assist main Advisor with meeting individual and team goals
Compensation and Benefits:
- Salary: $70,000-$80,000
- Commission structure to be negotiated
- Simple IRA w/ company match at 6 months employment
- Time off when needed
- Fun company events to be attended by you and your family!
- All training (including travel) to be paid by the company
Hours:
Thank you for your interest in the Lead Advisor role. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
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