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Financial Services Professional

2 months ago


Boston, Massachusetts, United States Lifetime Recruiting Strategies Full time

Job Summary:

Lifetime Recruiting Strategies is seeking a highly motivated and results-driven Financial Advisor to join our elite team of high-performing producers. As a Financial Advisor, you will be responsible for prospecting for clients, developing and maintaining long-term relationships, and providing client-centric financial solutions.

Key Responsibilities:

  • Prospect for clients through referrals, personal observation, and networking
  • Develop and maintain long-term relationships with clients
  • Conduct fact gathering and needs analyses to arrive at client-centric financial solutions
  • Expand personal knowledge and skills through ongoing professional development and joint work with fellow associates

What We Offer:

Our Financial Advisors are part of a dynamic team that earns significant income based on their results. We provide a comprehensive package to ensure your success, including:

  • Competitive compensation
  • Trips and incentives
  • Administrative support staff
  • Region with unlimited income capacity
  • Significant marketing support
  • The best senior market product portfolio in the industry
  • Strong home office support
  • A proven distribution model
  • In-depth training

Requirements:

  • 1 year of experience in any sales and/or marketing position
  • Active Life/Health license for the state (preferred)
  • Bachelor's degree (preferred)
  • Must reside in the specified regions
  • Good credit history