Advisor Talent Solutions
Financial Advisor - Insurance
Advisor Talent Solutions, Sewickley, Pennsylvania, United States
Join to apply for the
Financial Advisor - Insurance
role at
Advisor Talent Solutions .
Our well-established and growing financial firm in
Sewickley, PA
is seeking to add a Financial Advisor to our Team. Are you looking to expand your career and to be part of a successful team? Are you driven, self‑motivated, and customer focused? If you enjoy working closely with clients, developing long‑term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you!
The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – to include introducing the main Advisor.
Key Traits
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
Persuasive ability
Minimum Requirements
College degree preferred
2+ years of financial services experience with an emphasis on sales
Insurance License required; Series 65 a plus
Understanding of fixed index annuities
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skillsExcellent communication skills; both verbal and written
Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
Experience with Salesforce CRM preferred
Position Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long‑term care, and managed money
Conduct outbound calls and engage in consistent follow‑up activities to nurture sales leads
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist main Advisor with meeting individual and team goals
Salary
$2,000/month salary draw + commission
Hours
Monday – Friday, flexible working hours
Presented by Advisor Employee Services. Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr
Financial Advisor - Insurance
role at
Advisor Talent Solutions .
Our well-established and growing financial firm in
Sewickley, PA
is seeking to add a Financial Advisor to our Team. Are you looking to expand your career and to be part of a successful team? Are you driven, self‑motivated, and customer focused? If you enjoy working closely with clients, developing long‑term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you!
The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – to include introducing the main Advisor.
Key Traits
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
Persuasive ability
Minimum Requirements
College degree preferred
2+ years of financial services experience with an emphasis on sales
Insurance License required; Series 65 a plus
Understanding of fixed index annuities
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skillsExcellent communication skills; both verbal and written
Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
Experience with Salesforce CRM preferred
Position Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long‑term care, and managed money
Conduct outbound calls and engage in consistent follow‑up activities to nurture sales leads
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist main Advisor with meeting individual and team goals
Salary
$2,000/month salary draw + commission
Hours
Monday – Friday, flexible working hours
Presented by Advisor Employee Services. Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr