Dedicated Financial Advisor – Advice Center

Role Overview

• Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions.
• Analyze client financial needs and recommend appropriate products via phone and web-based delivery.
• Deliver an engaging client experience to effectively take care of our client's financial and service needs.
• Is proactive with consistent partner communication.
• Works closely to coach and develop branch partners in order to identify investment and insurance opportunities to assist clients in planning for their financial goals.
• Incorporates comprehensive financial planning to ensure review of client's total assets, short and long-term goals, risk tolerance, and timeframes.
• Consistently communicates with clients to provide ongoing financial advice and guidance.
• Leads assigned branch teams on activities to achieve specific branch investment targets.
• Has regular meetings with branch leadership to review new business pipeline, results, and provide specific feedback
• Consistently meets service level agreements on referral contact and follow-up.
• Responsible for business development through branch partner relationships, as well as proactive inbound/outbound calling activities to achieve assigned growth goals as defined by HFA Management Team.
• Ensures adherence to all firm and industry regulations, policies, procedures, and record management requirements
• Completes all assigned firm and regulatory training and continuing education by required deadlines.
• Maintains current knowledge of all available investment and insurance solutions, as well as current economic and market conditions in order to provide the most appropriate recommendations to our clients
• Performs other duties as assigned

Requirements

• HS Diploma
• 1 or more years of experience in investment sales
• State Health and Life, Series 7, Series 63 and 65/66
• Bachelor’s Degree (Preferred)
• At least 2-3 years of experience in an investments area (Preferred)
• Experience developing and leveraging relationships with internal partners remotely and/or over the phone
• Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up

Benefits

• health insurance coverage
• wellness program
• life and disability insurance
• retirement savings plan
• paid leave programs
• paid holidays
• paid time off (PTO)