What are the responsibilities and job description for the Financial Advisor position at Williamson, Inc.?
Build genuine, long-term relationships with clients
Actively call out to clients and prospective clients to cultivate new business
Network to generate and build prospective client list
Prepare for and hold client review meetings
Build a strong client base with the firm’s exceptional referral system due to a multi-business approach
Develop and execute additional prospecting and marketing strategies, as required
Explain features, advantages, concepts and disadvantages of investments and insurance products to meet client/prospect needs and promote sales
Collaborate and prepare comprehensive financial plan recommendations, while preparing and analyzing financial planning reports, to support those recommendations
Customize and sell various types of insurance products and investment services, to businesses and individuals, that best suit the needs of the client
Call on clients to deliver and explain policies, strategies and suggest additions or changes
Successfully take consumers through the sales cycle
Prepare and participate in all client meetings throughout the pre and post sales cycle
Assist in handling client inquiries and service requests
Case work and illustrations
Assist with the completion and review of applications
Key Traits of a Successful Financial Advisor:
Highly motivated
Excellent client service skills
Initiative in business development
Elevated level of people skills
Entrepreneurial perspective and desire to grow the firm
Ability to adhere to rules and regulations as stated and required by the firm
Keep a pulse on the job market with advanced job matching technology.
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