Financial Advisor

Advise clients and prospects on investment, retirement, and insurance products while collecting and analyzing income, assets, and debts to meet future financial goals. Manage existing relationships to deepen cross-sell opportunities and generate business through self-sourced marketing, cold calling, and coaching bank partners in Financial Solutions Centers. Determine prospect needs, sell appropriate products, and coordinate with managers to track sales goals and performance targets. Maintain records of activities, participate in training and reporting meetings, and stay abreast of regulatory and compliance changes. Continuously assess territory dynamics for strategic opportunities. Requires Series 7/63 and Life licensing, five years of financial sales experience, and a valid driver's license.