What are the responsibilities and job description for the Entry Level Financial Advisor position at Wisepath Group?
This is a Hybrid position.
Wisepath Group DBA - Strategic Financial Concepts is looking for an Entry-Level Financial Professional to join our team. The Entry-Level Financial Professional prospects sales and qualifies leads for new and existing accounts.
The ideal candidate is someone with high energy, curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role, and create ways to attain new accounts.
Responsibilities:
- Generate lead flow - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the Financial Advisors. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales leads qualification process.
- Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness and educational opportunities, and request referrals. Coordinate in-person meetings and calls between new clients and Financial Advisors.
- Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.
- Build relationships – Prospect new channel partners by networking and making phone or email contact. Connect with as many channel partners as possible to encourage the partnership of our products offered.
Requirements:
- BS degree in Marketing or Business Administration is preferred
- Hands-on experience with multiple sales techniques (including cold calls)
- Experience with CRM software
- 1 years of sales experience or finance experience
- Familiarity with MS Excel (analyzing spreadsheets and charts)
- Understanding of sales performance metrics
- Life & Health Insurance Licenses preferred (We can assist with obtaining them)
Employees can also take advantage of benefits
- Unlimited earning potential
- Financial assistance to new advisors
- Residual income
- Opportunities to earn additional bonuses and incentives.
- W2 FICA 7.5%
- Sponsorship of required licensing and designations
- Generous benefits package – health, dental, vision, and life/disability
- 401k w/ 6% Match
- National recognition and rewards programs, including business conferences and Chairman’s trips
- Marketing/sales support & mentorship from seasoned advisors and marketers
- Flexible work schedule
- Advancement/management opportunities
- Access to an online proprietary, economic-based financial planning tool
We offer extensive training to our new professionals including mentorship, resources, and support to give them the confidence and knowledge they need to make a difference in the lives of those around them. As a Financial Advisor, you will develop long-lasting relationships and provide solutions to help your clients understand their current financial situation and meet their financial goals.
Salary : $76,000 - $95,000
