What are the responsibilities and job description for the Financial Advisor position at Wisepath Group?
Strategic Financial Concepts is looking for an Experienced Financial Advisor to join our team. The Experienced Financial Advisor is responsible for prospecting sales and qualifying leads for new and existing accounts. This person will act as a liaison between our attorneys and business services teams. He/she will be naturally curious, results-driven, and eager to bring our product/services to new markets.
Responsibilities:
- Contact and qualify leads - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the financial process. Connect with as many leads as possible to encourage the purchase of the product and services 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, educational opportunities, and request referrals. Coordinate in-person meetings and calls between the new clients and Account Executives.
- Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.
- Analyze Financial Data – Obtain information from prospects to determine strategies, products, and services to help prospects meet their financial objectives to create a personalized financial strategy.
Requirements:
- BS degree in Marketing or Business Administration is referred
- Hands-on experience with multiple sales techniques (including relationship management)
- Experience with CRM software
- Familiarity with MS Excel (analyzing spreadsheets and charts)
- Understanding of financial performance metrics
- Demonstrated deep understanding of financial markets, and personalized financial solutions for both individuals and businesses.
Strategic Financial Concepts was founded with the belief that 'Our goal is your success'. We assist in creating personalized financial strategies for each client in every aspect of their financial lives from insurance and investments to retirement and estate planning. At Strategic Financial Concepts we take great pride in getting to know each of our clients and providing everyone with individualized service.
Working with SFC means that you have someone dedicated to optimizing your financial health. Operating a business comes with multiple responsibilities; our purpose is to ease the tasks you bear on the financial side. SFC is focused on providing integrated solutions that empower and educate clients.
We are looking for success-minded individuals who want lucrative income potential and strive to make a difference in their community and those around them. Our proven systems and processes give our financial professionals the training and confidence needed to make a positive impact. SFC allows you the ability to be in business for yourself, not by yourself.
Benefits:
- Unlimited earning potential
- 401K with a 6% Match
- W2 FICA 7.5%
- Sponsorship of licensing and designations
- Group Health, Dental, Vision, Life, and Long-Term Disability
- Access to online proprietary, economic-based financial planning tool
- National recognition and rewards including business conferences and incentive trips
