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Financial Services Consultant

2 months ago

Nashville, Tennessee, United States Financial & Tax Architects LLC Full time
Unlock Your Retirement Potential

At Financial & Tax Architects LLC, we're dedicated to empowering individuals to achieve their retirement goals. As a Financial Services Consultant, you'll play a pivotal role in shaping the future of retirement solutions.

Key Responsibilities:

  • Meet with High-Quality Prospects to understand their financial needs and retirement goals.
  • Lead educational seminars to introduce our services and inform potential clients about personalized advisement meetings.
  • Employ your public speaking skills to effectively educate clients about suitable service options.
  • Serve clients by providing personalized financial solutions and maintaining strong relationships.
  • Dedicate a significant portion of your time to sales activities, including prospecting, client meetings, and relationship building.

Benefits:

  • Competitive compensation package based on performance, with top performers earning over $1M in W2 income.
  • Flexible schedule with the ability to take time off, including part of Fridays, to maintain work-life balance.
  • Team environment with a dedicated Account Manager to support the volume and details of your activity.
  • Opportunity to work with a firm known for its exceptional marketing strategies and consistent lead generation.

Requirements:

  • Active State Life and Health License is a must.
  • Must hold an active Series 65 or 66 (or willingness to take and pass the Series 65 test within 30 days of employment).
  • Prior experience in wealth or financial planning, advising, or life and/or annuity sales.
  • Strong ability to identify and engage with High-Quality Prospects with investable assets ranging from $500k to $5M.
  • Self-motivated and driven to exceed sales targets and earn substantial income.
  • Exceptional communication and interpersonal skills to build rapport with clients and establish long-term relationships.

Our Philosophy:

We're guided by the vision of Your Retirement Professor Scott Brooks, empowering clients with lifelong financial security through our immersive educational approach, fiduciary commitment, and innovative investment strategies.

Candidates with experience in these roles are great fits for this job:

  • Wealth Advisor, Financial Planner, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, and more.

Compensation: W2 Earnings: Year 1: $135,000, Year 2: $200,000+, Senior Advisors earn of $400k - $1M based on performance.