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Financial Advisor – Guaranteed Appointments, No Prospecting

drakeandassociates · Mequon

Mid 🇬🇧 English
Google Suite Salesforce

Job description

About the role

Drake & Associates is seeking a client‑focused Financial Advisor to join its Mequon office. The position offers built‑in client appointments, eliminating prospecting and cold calling, and provides a consistent schedule with seven guaranteed appointments each week.

Key responsibilities

  • Develop, present, and implement tailored financial plans for individuals and families.
  • Advise clients on annuities, life insurance, long‑term care, and managed investment products.
  • Provide comprehensive financial planning that includes investment, insurance, and retirement strategies.
  • Cultivate and maintain strong, lasting client relationships.

Required profile

  • Active Life & Health license.
  • Series 65 or Series 66 and 7 licenses.
  • Bachelor’s degree preferred.
  • Minimum three years of financial services experience, with a sales emphasis.
  • Strong organizational, analytical, and written/verbal communication abilities.
  • Proficiency with Google Suite; Salesforce experience preferred.

Required skills

  • Google Suite
  • Salesforce

Questions fréquentes

Le salaire n'est pas communiqué publiquement par le recruteur. Vous pouvez postuler et négocier directement avec drakeandassociates.
Cliquez sur "Postuler maintenant" en haut de la page. Vous pouvez importer votre CV en 1 clic — Jobiglo extrait automatiquement vos informations et postule pour vous.
Source : ats:bamboohr

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Published 1 week ago

Expires 1 month from now

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drakeandassociates

Mequon

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