Senior Financial Consultant
3 weeks ago
We are seeking a seasoned financial professional to join our team as a Lead Sales Advisor at SWMG, LLC in Fort Worth, TX.
Salary: $75,000 - $150,000+
Benefits:
- Medical, Dental, Vision, Disability, Life, PTO, 401k with match
- Full-time position with expected 40+ hours per week
- Fort Worth office location
Job Description:
As a Lead Sales Advisor, you will be responsible for converting company-provided prospects and self-generated prospects into clients using scripts. You will also onboard new clients through the first year, manage the financial planning process from start to finish, and present recommendations to clients.
Requirements:
- Minimum of 5+ years of financial planning experience in a client-facing role
- Verifiable history of new client conversion and onboarding
- Certified Financial Planner (CFP) designation
- Life and Health Insurance license
Skills Necessary:
- Professional, consultative sales approach
- Strong organization and time management skills to prioritize workload, handle multiple tasks, and meet deadlines
- Ability to present complex topics using an easy-to-understand language
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