Financial Advisor

Build genuine, long-term relationships with clients

Actively call out to clients and prospective clients to cultivate new business

Network to generate and build prospective client list

Prepare for and hold client review meetings 

Build a strong client base with the firm’s exceptional referral system due to a multi-business approach

Develop and execute additional prospecting and marketing strategies, as required

Explain features, advantages, concepts and disadvantages of investments and insurance products to meet client/prospect needs and promote sales

Collaborate and prepare comprehensive financial plan recommendations, while preparing and analyzing financial planning reports, to support those recommendations 

Customize and sell various types of insurance products and investment services, to businesses and individuals, that best suit the needs of the client 

Call on clients to deliver and explain policies, strategies and suggest additions or changes

Successfully take consumers through the sales cycle  

Prepare and participate in all client meetings throughout the pre and post sales cycle

Assist in handling client inquiries and service requests

Case work and illustrations

Assist with the completion and review of applications

Key Traits of a Successful Financial Advisor: 

Highly motivated 

Excellent client service skills

Initiative in business development

Elevated level of people skills

Entrepreneurial perspective and desire to grow the firm 

Ability to adhere to rules and regulations as stated and required by the firm

Successful time management skills

Process driven

High level of follow-through 

Excellent communication skills 

Strong attention to detail