The Financial Advisor II is responsible for providing wealth management services to clients/prospects remotely and referral management. The role involves client/prospect sales and service, program referral management, and operations and compliance.
Requirements
- H.S. Diploma or GED required
- 3+ years of financial industry experience required
- 3+ years of sales experience, generating new sales opportunities required
- Strong written and verbal communication skills, presentation skills, planning skills, analytical skills, and problem solving skills required
- Effectively handle multiple task assignments simultaneously with above average problem solving skills with excellent organization skills and process with accuracy required
- Proven sales skills in insurance or related field exceeding sales quotas/goals required
- Ability to develop and maintain relationships via phone with clients, internal and external members required
- Ability to work effectively, both independently and in a team environment, in an atmosphere of multiple projects, shifting priorities, & deadline pressures required
- Microsoft Access, Microsoft Excel and Microsoft Word required
- Series 7 - General Securities Representative Qualification required
- Series 66 - Uniform Combined State Law 66 or both 63 & 65 required
- AZ Life/Health Insurance required
