Wisepath Group is Hiring an Entry Level Financial Advisor Near Springfield, MO
Job Description
Job Description
This is a hybrid role - 100% Commission Role. Strategic Financial Concepts is looking for an Entry-Level Financial Professional to join our team. The Entry-Level Financial Professional prospects sales and qualifies leads for new and existing accounts. The ideal candidate is someone with high energy, curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role, and create ways to attain new accounts. Responsibilities:
Generate lead flow - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the Financial Advisors. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales leads qualification process.
Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness and educational opportunities, and request referrals. Coordinate in-person meetings and calls between new clients and Financial Advisors.
Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.
Build relationships – Prospect new channel partners by networking and making phone or email contact. Connect with as many channel partners as possible to encourage the partnership of our products offered.
Requirements:
BS degree in Marketing or Business Administration is preferred
Hands-on experience with multiple sales techniques (including cold calls)
Experience with CRM software
1 years of sales experience or finance experience
Familiarity with MS Excel (analyzing spreadsheets and charts)
Understanding of sales performance metrics
Life & Health Insurance Licenses preferred (We can assist with obtaining them)
Strategic Financial Concepts offers a full, 360-degree holistic blueprint of an individual’s financial strategy. We use our network of in-house professionals to coordinate all branches - taxes, wealth management, retirement, long-term care, and estate planning and, partnering with over 70 carriers to offer a huge depth of choice and fit for each client. By organizing all the aspects of finances into one cohesive plan, we can educate, empower, and guide our clients on their financial paths. We offer extensive training to our new professionals’ including mentorship, resources, and support to give them the confidence and knowledge they need to make a difference in the lives of those around them. As a Financial Advisor, you will develop long-lasting relationships and provide solutions to help your clients understand their current financial situation and meet their financial goals. Employees can also take advantage of benefits
Unlimited earning potential
Financial assistance to new advisors
Residual income
Opportunities to earn additional bonuses and incentives.
W2 FICA 7.5%
Sponsorship of required licensing and designations
Generous benefits package – health, dental, vision, and life/disability
401k w/ 6% Match
National recognition and rewards programs, including business conferences and Chairman’s trips
Marketing/sales support & mentorship from seasoned advisors and marketers
Flexible work schedule
Advancement/management opportunities
Access to an online proprietary, economic-based financial planning tool