Lead Sales Advisor
About The Position
SGL Financial is seeking a motivated and client-focused Lead Sales Advisor to join their growing team. This role is ideal for an experienced Financial Advisor who thrives on meeting prospective clients, building trust, and helping families make meaningful financial decisions. Unlike many advisory firms, this position does not require prospecting or lead generation, as the Marketing and Lead Development Departments generate and schedule qualified appointments. Advisors can expect approximately 15-20 appointments per week, allowing them to focus on meeting prospects, delivering financial planning recommendations, and closing new business. The Lead Sales Advisor will work closely with planning and servicing teams to develop recommendations, guide prospects, and transition clients into long-term relationships.
Requirements
- 3-5+ years of experience working with clients in financial planning, wealth management, or advisory services
- Illinois Life and Health License
- Series 65 or Series 66 & 7 combined
- 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
- CFP
Responsibilities
- Serve as a positive ambassador of the SGL Financial brand.
- Meet with prospective clients provided through SGL'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.
- Acquire new assets under management and insurance business for the firm.
- Collaborate with the planning and service teams to implement recommendations.
- Ensure all compliance, suitability, documentation, and confidentiality requirements are met.
- Follow SGL 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 management and leadership
- Company sponsorship of industry-related designations, certifications, and educational programs
- Supportive, family-oriented company culture
- Paid Time Off (PTO) – Begins at 15 paid days per year
- Paid Holidays
- Hybrid Work Schedule (eligible after six months)
- Family Flex Work-From-Home Program (two days per month)
- PTO Enhancement Option (if opting out of Hybrid Work Schedule)
- Health and dental insurance available (company covers 70% of employee premium costs)
- Vision insurance available
- Spouse and dependent coverage available
- 401(k) retirement plan with company matching (eligibility begins after six months)
- Unlimited snacks and beverages
- Complimentary Starbucks coffee machine
- Warm, welcoming work environment
- Team bonding events (monthly company-paid lunches, company outings, happy hours)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
