Solutions Consultant

Job Description

Employer Industry: Financial Services

Why Consider This Job Opportunity

• Salary up to $80K base salary plus sales-based incentive opportunities, leading to total target compensation of $100K - $125K


• Access to mentorship and networking opportunities across diverse Business Resource Groups


• Comprehensive benefits package and competitive pay in a stable and ethical business


• Opportunity for career advancement and growth within the organization


• Regular meetings for performance support and professional development


• Inclusive and vibrant company culture that values employee voices

What To Expect (Job Responsibilities)

• Collaborate with an Associate Regional Director to drive sales and business results in your designated territory


• Execute the tactical sales plan for each agency as assigned by the Regional Director


• Conduct coaching programs and virtual training sessions for advisors to enhance their financial planning business


• Understand and implement the full Wealth Management and Insurance product suite to assist clients and advisors


• Report on sales progress to ensure Wealth Management Sales Results are met

What Is Required (Qualifications)

• Bachelor's degree


• 3+ years' experience in the financial services industry


• 2+ years' experience in financial advising, internal wholesaling, or retail financial services/operations


• 1+ years' experience with fee-based management


• Ability to pass a non-registered fingerprint background check as part of the hiring process

How To Stand Out (Preferred Qualifications)

• Series 7 license at the time of application


• Series 63 + 65, or 66 at the time of application or must obtain within 180 days


• 2+ years of financial planning or advising experience


• Industry designations (CFP, CLU, CHFC) or currently in progress


• Strong presentation skills in both live and virtual formats

#FinancialServices #WealthManagement #CareerOpportunity #CompetitivePay #DiversityAndInclusion

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