Onboarding Advisor | Level 3-4
About The Position
The Onboarding Advisor at Great Waters Financial serves as the primary point of contact for prospects, playing a pivotal role in captivating future Great Waters clients. This role is essential in effectively communicating and promoting the value proposition of Great Waters while actively contributing to the expansion of our client base. The Onboarding Advisor leads the charge in delivering an exceptional Client Experience by conducting meetings with prospects and referrals, fostering relationships with prospects, overseeing the prospective client pipeline, and ensuring a seamless transition from the sales process to the ongoing Relationship Management team. Additionally, the Onboarding Advisor presents and facilitates educational seminars, achieves target levels of conversion and close rates, and actively contributes to expanding our reach within the market. You Are: Engaging, confident, and disciplined, with an ability to influence others. A highly motivated self-starter committed to driving results with a demonstrated history of success. An active listener with excellent presentation skills. Mentally agile and able to adapt quickly. Passionate about connecting with people through meaningful conversation. Purpose-driven and motivated to be part of a greater mission of helping our clients Live Greatly®.
Requirements
- Series 65 or CFP, and Life & Health Insurance License
- Excellent verbal and written communication skills
- 4-8 years experience in a Sales role or equivalent
- Weeknight availability to conduct educational workshops (2-6 times a month)
- Reliable transportation required
Responsibilities
- Effectively communicate and sell the Great Waters value proposition while guiding prospective clients through the “Architecting Your Retirement” sales process.
- Build relationships with prospects, holding meetings with clients and referrals.
- Achieve target levels of conversion and close rates.
- Manage the new client experience by coordinating from the sales process to the Relationship Management team.
- Manage the prospect pipeline, including follow-up emails and phone calls.
- Maintain proper CRM management, distributing critical client/referral information accordingly.
- Prospect future Great Waters clients by attending, facilitating, and presenting at educational workshops and marketing events.
- Provide training and development for other team members.
- Work cross functionally with other departments to further company initiatives.
Benefits
- Medical, Dental, and Vision insurance
- A 401(k) retirement plan with an employer matching schedule
- Employer-provided Health Savings Account (HSA)
- Life Insurance and Accidental Death & Dismemberment (AD&D) coverage
- Long-Term Disability insurance
- A free Estate Plan through Great Waters services
- An annual wellness stipend to support physical and mental well-being
- Vacation Time, Sick Time, and 10 paid company holidays
- Eligibility for a discretionary annual bonus based on individual and company performance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
