Financial Advisor
Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused?
If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team!
The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients.
Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars including introducing the main Advisor.
Key Traits :
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
Minimum Requirements :
- College degree preferred
- 3+ years of financial services experience with an emphasis on sales
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
- Experience with Redtail / CRM preferred, but not required
Responsibilities :
- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managing money
- Provide financial planning advice to include investment, insurance, and retirement
- Develop, manage, and retain strong client relationships
- Assist the main Advisor with meeting individual and team goals
Hours
- M-F : 9 am 5 pm
- Seminars 3 per month
Salary : Benefits :
Benefits :
- Health Insurance
- 401(k)
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