Business Advisor

Description

Job Purpose:
 

To assist clients in achieving their financial and asset protection goals by conducting strategy sessions, managing client relationships, and providing tailored asset protection solutions. This role involves working with prospective clients from initial consultation through the sales process, maintaining high standards of professionalism and client service.

Key Responsibilities:

1. Client Consultation:
   • Conduct strategy sessions with prospective clients to understand their situation and identify their needs.
   • Work with prospective clients who have attended Partner-led virtual events or engaged with educational material (no cold calling involved).
2. Knowledge and Learning:
   • Complete initial training and obtain the Anderson Business Advisor Certification.
   • Attend company virtual events and stay current with Partners' YouTube channel content and podcast content.
3. Asset Protection Blueprint:
   • Draw the initial asset protection blueprint tailored to each client's specific assets and needs.
   • Work directly with clients through the sales process from initial consult and follow-up, answering questions about Anderson products or services.
4. Client Relationship Management:
   • "Tee up" prospective clients with an experienced Senior Advisor or Strategist for more complex situations to provide accurate advice and entity structuring.
   • Manage existing client relationships, responding promptly with accurate information and professionalism.
   • Consistently update Salesforce with client notes.
5. Performance and Goals:
   • Consistently reach and exceed monthly goals and company objectives.
   • Maintain a high level of punctuality and good attendance.

Competencies:

Integrity

• Acts as a role model for ethical behavior.
• Resolves complex ethical dilemmas.
• Provides guidance on ethical issues to colleagues.

Accountability

• Oversees team projects and ensures accountability at all levels.
• Takes responsibility for team performance and outcomes.
• Coaches others in taking responsibility for their work.

Customer Focused

• Builds and maintains strong relationships with key customers.
• Anticipates customer needs and offers proactive solutions.
• Leads initiatives to improve customer service practices.

Time Management / Organization

• Plans and organizes team projects and resources.
• Implements effective time management strategies for the team.
• Anticipates and addresses potential scheduling conflicts.

Communication

• Communicates complex ideas clearly and persuasively.
• Manages difficult conversations with tact and diplomacy.
• Coaches others on effective communication techniques.

Teamwork

• Leads team projects and fosters a collaborative environment.
• Mentors and supports team members to enhance performance.
• Manages significant team conflicts effectively.

Self-Motivated

• Inspires and motivates others to achieve high performance.
• Takes on challenging projects and drives them to completion.
• Leads initiatives to improve team or department performance.

Required Qualifications:

• Bachelor’s Degree in Business or related field
• Minimum 2 years of inside sales experience with financial services products, insurance, banking, legal, or other professional services.
• Ability to work a schedule that includes some Saturdays.
• Proficiency with G Suite (including Gmail, Slides, Docs, and Sheets) and Salesforce.
• Excellent customer service and interpersonal skills.
• Strong written and verbal communication skills.
• Self-motivated independent thinker who likes to learn fast and achieve individual goals.
• Strong sales skills (discovery and closing techniques) with a customer-centered approach.
• Fun, energetic, collaborative, and competitive personality.

Preferred Qualifications:

• Bilingual (English/Spanish) preferred.
• Additional certifications or coursework related to financial services or business advisory.

About Anderson

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, 2023 and 2024 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment. Anderson is an equal opportunity employer, committed to diversity and inclusion as defined by the EEOC.

Salary : $45,000