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Job Description
As a Wealth Management Sales Consultant, you will expand our client base and provide personalized financial advice. Partnering with leadership, you'll drive sales results and support advisors in a dynamic Mid-West territory.
Key Responsibilities
Execute the written sales plan for each assigned agency
Conduct coaching programs and training sessions for advisors
Support advisor focus groups and boot camps
Understand and implement Wealth Management and Insurance product suite
Report sales progress to ensure Wealth Management Sales Results are met
Required Qualifications
Bachelor's degree
3+ years' experience in the financial services industry
2+ years' experience in financial advising, internal wholesaling, financial planning or retail financial services/operations
1+ years' experience with fee-based management
Ability to pass a non-registered fingerprint background check
Must reside in the Mid-West
Preferred Qualifications
Series 7 at time of application
Series 63 + 65, or 66 at time of application or must obtain within 180 days
2+ years financial planning or financial advising experience
3+ years’ experience with data gathering, case analysis and strategy implementation
Industry designation (CFP, CLU, CHFC) or currently in progress
Strong presentation skills
Ability to clearly communicate nuanced concepts
Comfortable in a fast-paced environment
Strong written and verbal communication skills
Excellent listening and follow-up skills
Benefits & Perks
Access to mentorship opportunitiesNetworking opportunities with diverse Business Resource GroupsAccess to learning content on Degreed and other platformsEthical work environment with industry-leading pay and benefits