Lead Sales Advisor
About The Position
Are you an experienced Financial Advisor who thrives on meeting prospective clients, building trust, and helping families make meaningful financial decisions? We are seeking a motivated and client-focused Lead Sales Advisor to join our growing team. Unlike many advisory firms, you will not be responsible for prospecting or lead generation. Our dedicated marketing and lead development teams generate and schedule qualified appointments on your behalf. Advisors can generally expect approximately 15 to 20 appointments per week, allowing them to focus on meeting prospects, delivering financial planning recommendations, and converting opportunities into long-term client relationships. This role is ideal for an advisor who enjoys the relationship-building and sales aspects of financial planning while leveraging a proven process and strong operational support. You will work closely with planning and service teams to develop recommendations, guide prospects through the decision-making process, and help transition clients into long-term relationships.
Requirements
- 3 to 5+ years of experience working with clients in financial planning, wealth management, or advisory services
- Illinois Life and Health License
- Series 65 or Series 66 & Series 7 combination
- Bachelor's degree
- Strong sales and relationship-building skills
- Excellent presentation and communication abilities
- Strong understanding of retirement planning concepts
- Ability to close new business opportunities ethically and consultatively
- Detail-oriented and highly organized
Nice To Haves
- Certified Financial Planner™ (CFP®) designation
Responsibilities
- Convert qualified prospects into long-term clients while delivering a consultative, fiduciary-focused planning experience.
- Meet with prospective clients provided through the firm's marketing and lead generation systems.
- Build trust and establish new client relationships.
- Conduct discovery meetings and fact-finding discussions.
- Identify client goals, concerns, opportunities, and planning needs.
- Present customized financial planning recommendations.
- Develop initial retirement, investment, and income planning strategies.
- Recommend investment advisory, annuity, insurance, and retirement planning solutions when appropriate.
- Acquire new assets under management and insurance business.
- Collaborate with planning and service teams to implement recommendations.
- Ensure all compliance, suitability, documentation, and confidentiality requirements are met.
- Maintain established client communication and service standards.
- Maintain accurate CRM documentation and workflows.
- Meet annual production and business development goals.
Benefits
- Competitive base salary with team-based bonus structure
- Clear career growth and advancement opportunities
- Mentoring and hands-on guidance from leadership
- Ongoing learning and professional development opportunities
- Sponsorship of industry-related certifications, designations, and educational programs after six months of employment
- Supportive, family-oriented culture that values collaboration and personal development
- Paid Time Off & Holidays
- PTO begins at 15 paid days annually, with increased accrual based on tenure
- Paid holidays, including: New Year's Day, Martin Luther King Jr. Day, Presidents' Day, Good Friday, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Christmas Day
- Medical and dental insurance with company contribution toward employee premiums
- Vision insurance
- Spouse and dependent coverage available
- 401(k) retirement plan with company match eligibility after six months of employment
- Complimentary snacks and beverages
- Premium coffee offerings
- Positive, supportive work environment
- Monthly company-paid lunches, team outings, and social events
- Recognition-focused culture that values employee contributions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
