Financial Advisor (Lead Generation)

SWMG

Title: Financial Advisor

Subtitle: Financial Advisor Level 3 (Lead Generator)

Job Details

Time: Part for full time: Flexible and remote or in office

Salary and bonus - Base amount plus compensation based on appointments scheduled. Target income $100-$250k plus bonus / 1099 Contractor

Dress Code : Business Professional

Hours : Self managed

Benefits : None

Are you a proven prospector and marketer ? Are you competitive and thrive in a sales environment ? If so, keep reading...

Fast growing financial planning firm is looking for a seasoned professional lead generator . This extraordinary person would be extremely personable, charming, a natural teacher and a dynamic speaker/presenter. They should exhibit the highest integrity and a reputation for putting the client first . This career path offers unlimited income potential. We will not limit your pay!

Job Duties and Responsibilities

• Generate 8-10 first appointments per week for our Certified Financial Advisors™
• Multi-channel marketing methods are encouraged
• A marketing budget will be provided once the advisor shows their ability to generate leads
• Seminars - If experienced with seminars, this will be a method used
  • The presenter will be responsible for presenting financial seminars at restaurants and classrooms. The presenter would be accompanied by a financial advisor so no licensing is required. The topics are general and all questions from the audience would be deferred to the advisor.
  • Be able to move the audience with storytelling and personal experiences
  • Generate, on average, 10-15 prospect appointments per seminar
  • Write seminar scripts

Job requirements

• 5+ years of experience in lead generation
• Presenting background (seminars, teaching, preaching, acting)
• Sales training course completed
• Proof of prior sales history
• LinkedIn account
• Evenings available for marketing events
• 3 References

Skills Necessary

• Sales training
• Strong organization and time management skills to prioritize workload, handle multiple tasks and meet deadlines
• Ability to present complex topics an easy to understand language
• Detail oriented to ensure quality standards are met without impairing workflow
• Skill in following up to ensure resolution and completion of tasks
• Ability to produce presentations, correspondence; maintain spreadsheets and databases
• Ability to incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their options
• Read and interpret technical and legal documents; apply the information as appropriate
• Provide a high level of customer service in a calm, courteous and professional manner
• Ability to work independently as well as collaboratively within a team environment
• Strong Ability for Public Speaking

Software used:

• Outlook email
• Redtail CRM
• Microsoft Office (Word/ Excel/ PowerPoint)
• Google Suite (Doc, Sheets, Forms)
• Industry specific software (Morningstar, eMoney and VeoOne)

Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high net worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers . For more information about our firm visit stritttmatterwealth.com . We look forward to meeting you!

Other Services Provided

• Lead Advisor Career Path
• Financial Classes taught in many colleges throughout metroplex
• RIA Acquisition
• Business planning and brokerage
• Real Estate Brokerage, Investing, Property Management
• Recruiting