What are the responsibilities and job description for the Senior Financial Advisor Position position at Advisor Employee Services?
Requirements and Qualifications:
Essential Skills and Experience:
- 5 years of experience in financial services with an emphasis on sales
- Life and Health Licensed required
- Series 65 preferred
- Strong organizational, prioritization, interpersonal, and management skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
- Experience with Redtail/CRM preferred, but not required
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build a client base
- Persuasive ability
