Lead Sales Advisor

Purple Cow Recruiting•Buffalo Grove, IL

7d•$91,000 - $110,000•Onsite

About The Position

Heartline Staffing is recruiting a Lead Sales Advisor for a full-time financial planning and wealth management opportunity in Buffalo Grove, Illinois. This position is designed for an experienced client-facing advisor who enjoys meeting prospective clients, developing financial recommendations, building trust and converting qualified opportunities into long-term advisory relationships. Unlike many advisor positions, this role does not require the advisor to generate their own leads through cold calling or prospecting. Dedicated marketing and lead-development teams generate qualified opportunities and schedule appointments directly onto the advisor's calendar. Advisors can generally expect approximately 15-20 appointments per week. POSITION OVERVIEW The Lead Sales Advisor's primary objective is to convert qualified prospects into long-term clients while delivering a consultative, fiduciary-focused financial planning experience. The advisor conducts discovery and fact-finding meetings, identifies client goals and planning needs, develops and presents financial recommendations, and guides prospective clients through the decision-making process. The position works closely with planning and service teams to implement recommendations and transition new clients into ongoing relationships.

Requirements

3-5+ Years Of Experience Working With Clients In Financial Planning, Wealth Management Or Advisory Services REQUIRED
3-5 Years Of Client-Facing Sales Advisory Experience Within The Wealth Management Industry REQUIRED
Illinois Life And Health License REQUIRED
Series 65 OR Series 66 With Series 7 REQUIRED
Bachelor's Degree REQUIRED
Strong Sales And Relationship-Building Skills REQUIRED
Excellent Presentation And Communication Abilities REQUIRED
Strong Understanding Of Retirement Planning Concepts REQUIRED
Ability To Close New Business Opportunities Ethically And Consultatively REQUIRED
Detail-Oriented And Highly Organized REQUIRED

Nice To Haves

Certified Financial Planner™ (CFP®) Designation

Responsibilities

Convert qualified prospects into long-term clients while delivering a consultative, fiduciary-focused financial planning experience.
Conduct discovery and fact-finding meetings.
Identify client goals and planning needs.
Develop and present financial recommendations.
Guide prospective clients through the decision-making process.
Work closely with planning and service teams to implement recommendations and transition new clients into ongoing relationships.
Meet with prospective clients provided through marketing and lead-generation systems.
Build trust and establish new client relationships.
Deliver a consultative, fiduciary-focused planning experience.
Maintain established client communication and service standards.
Transition new clients into long-term relationships.
Ensure compliance, suitability, documentation and confidentiality requirements are met.
Maintain accurate CRM documentation and workflows.
Collaborate with planning and service teams to implement recommendations.
Meet annual production and business development goals.

Benefits

Relocation Assistance: No
Team-Based Bonus Structure
PTO Begins At 15 Paid Days Annually With Increased Accrual Based On Tenure
Paid Holidays
Medical Insurance With Company Contribution Toward Employee Premiums
Dental Insurance With Company Contribution Toward Employee Premiums
Vision Insurance
Spouse And Dependent Coverage Available
401(k) Retirement Plan
Company Match Eligibility After 6 Months Of Employment
Mentoring And Hands-On Guidance From Leadership
Career Growth And Advancement Opportunities
Ongoing Learning And Professional Development Opportunities
Sponsorship Of Industry-Related Certifications, Designations And Educational Programs After 6 Months Of Employment
Complimentary Snacks And Beverages
Premium Coffee Offerings
Monthly Company-Paid Lunches, Team Outings And Social Events