What are the responsibilities and job description for the Financial Advisor position at Insight Global?
Insight Global is looking for a Financial Advisor to join an established and growing Wealth Management and Retirement Planning firm in Birmingham, AL.
The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the other advisors, servicing existing clients, making active outbound calls to set appointments with prospects & existing clients, client relationship building and participation in public seminars to include introducing the main Advisor. This Advisor will also have the opportunity to meet one on one with the leads from the company’s well-established marketing funnels, including seminars and referrals.
Minimum Requirements:
-College degree preferred
-2 years of financial services experience with an emphasis on sales
-Life and Health Licensed; Series 65 preferred
-Strong organizational, prioritization, interpersonal & management skills
-Strong mathematical and analytical skills
-Excellent communications skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
-Proven track record of sales success and closing business
-Experience in Retirement planning experience is a plus
Position Responsibilities:
Prepare, present and implement customized financial plans
Assist clients with annuities, life, long-term care & managed money
Provide financial planning advice to include investment, insurance & retirement
Develop, manage and retain strong client relationships
Assist Executive leadership with meeting individual and team goals
Salary : $65,000 - $200,000
