Financial Advisor - Kansas City (67431)
On-siteKansas City, Missouri, United States or Overland Park, Kansas, United States
Job Summary
Generate new prospect contacts through networking, referrals, social media outreach, and warm prospecting to build a robust pipeline. Conduct sales presentations with prospective clients to communicate financial strategies and guide them through the onboarding process. Establish strong relationships by understanding client goals and collaborating with portfolio management teams to align solutions with objectives. Lead generation involves active pursuit of new leads via industry events and persistent follow-up. This role focuses on business development and client acquisition rather than financial analysis. Candidates must possess strong sales aptitude, communication skills, and a proactive approach to meeting performance targets.
Required Qualifications
- Bachelor's degree in Business, Finance, Marketing, Communications, Sales or a related field
- Strong interest in sales, client acquisition, and financial services
- Excellent communication and interpersonal skills
- A proactive and self-motivated approach to business development and prospecting
- Strong desire to educate and guide people through finances
- Comfort with performance-based compensation and meeting sales targets
- Comfort with rejection and persistence in follow-up
- Eagerness to learn and grow in a fast-paced sales environment
- Track record of meeting or exceeding goals/targets
- Strong organizational skills and attention to detail
- Proficiency in Microsoft Office Suite
- Must be able to lift up to 20 pounds
- Must be available for 10% travel
Desired Qualifications
- Strong sales aptitude
- Leadership experience
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