Investment Consultant

2 weeks ago


Midland, Texas, United States The Ladders Full time

What we seek...


We are in search of individuals who aspire to make a significant difference in the financial stability of individuals, families, and small enterprises.

This role transcends mere sales; it embodies a career filled with purpose and potential.

Your mission will be to provide reassurance to clients as they navigate the complexities of financial planning, including retirement preparation and educational savings.

You will witness the positive effects of your contributions over time, fostering both personal and professional growth alongside your clients.

What we provide...

Comprehensive training and development


We will equip you with a robust training program that includes an industry-leading educational platform, personalized coaching from dedicated professionals, and opportunities to earn industry-recognized certifications.

Our commitment to your training is so strong that we will subsidize your expenses during your initial years, offering additional resources to support you as you complete our training program and build your practice.

You will also be rewarded with sales incentives and opportunities for professional development trips for our top-performing Financial Advisors.

Advanced digital tools


In addition to training and support, we will provide you with a comprehensive suite of digital sales, marketing, and prospecting tools designed to help you attract and retain clients through web, social media, and email content.


Products and services:


In collaboration with our subsidiaries, we offer a diverse range of products, including life insurance, annuities, long-term care insurance, and investment solutions such as mutual funds through our licensed agency, ensuring that the strategies you develop with clients can help them achieve their financial aspirations.

You will also have the chance to specialize and gain expertise in various domains, such as becoming a financial advisor to provide wealth management and advisory services, estate planning strategies, and business solutions.



Key Responsibilities

  • Engage with potential clients to discuss their financial concerns and needs identified during the prospecting phase.
  • Formulate and implement marketing and business strategies.
  • Deliver effective education on insurance, retirement, and business planning through a variety of service offerings, including high-quality insurance, fixed annuities, long-term care insurance, and investment products.
  • Enhance your professional skills and knowledge through our comprehensive training curriculum.
  • Obtain necessary licenses for selling securities and investment products related to wealth management and advanced planning.

Qualifications

Attributes we value in our
Outside Sales Representatives:


  • Previous sales experience is preferred - entrepreneurial mindset.
  • Excellent communication skills, both written and verbal.
  • A genuine desire to assist others.
  • Strong business acumen.
  • Resilience in overcoming challenges.
  • Ability to engage with the community and leverage personal networks.


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