What are the responsibilities and job description for the Sales Advisor - Financial Firm - Parsippany, NJ position at Advisor Employee Services?
Sales Advisor
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 new clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm, Ronald Gelok & Associates in (Parsippany, NJ) is seeking to add a Sales Advisor to our Team!
This Sales Advisor will have the opportunity to meet one-on-one with company leads from seminars and the opportunity to stir up referral business.
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, making active outbound calls to set appointments with prospects and, client relationship building and participation in public seminars which will include introducing the main Advisor.
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to prospective clients
- Persistence
- An entrepreneurial perspective to build a client base
- Persuasive ability
Minimum Requirements:
- Bachelor’s degree
- Must be dually licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7.
- Proven experience in financial sales.
- Strong understanding of wealth management principles and investment strategies.
- Excellent math skills with the ability to analyze complex financial data.
- Exceptional sales skills with a focus on customer relationship management.
- Ability to communicate complex financial concepts clearly and effectively to clients.
- Strong organizational skills with attention to detail in managing client portfolios
Position Responsibilities:
- Prepare, present, and implement customized financial plans
- Offer strategic advice to prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning and more
- Assist prospective clients with the account opening process for 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 goal
Salary:
- $50,000-$60,000 base commission
Benefits:
- Health, Dental and Vision
- PTO
- 401k
- Paid Training
Hours:
- Monday – Thursday: 9:00 am -5:00 pm
- Fridays: 9:00 am – 4:30 pm
- Some evening seminars
Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
