Financial Advisor - Guaranteed Appointments, No Prospecting
The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firm's value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships.
How You'll Make an Impact
- Develop, present, and implement tailored financial plans
- Advise clients on annuities, life insurance, long-term care, and managed investments
- Provide comprehensive financial planning, including investment, insurance, and retirement strategies
- Cultivate and maintain strong client relationships
What We're Looking For
- Active Life & Health license
- Series 65 or Series 66 and 7 licenses
- Bachelor's degree preferred
- Minimum three years of financial services experience, with an emphasis on sales
- Strong organizational, analytical, and communication skills (verbal and written)
- Proficiency with Google Suite; Salesforce experience preferred
What Makes You a Great Fit
- Initiative and persistence
- Positive attitude
- Entrepreneurial mindset
- Effective local marketing skills
- Persuasive communication
Ready to make an impact?
If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to apply and join our team at Drake & Associates!
