Ronald Gelok & Associates | Sales Advisor

Sales AdvisorAre you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with new clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm, Ronald Gelok & Associates in (Parsippany, NJ) is seeking to add a Sales Advisor to our Team!This Sales Advisor will have the opportunity to meet one-on-one with company leads from seminars and the opportunity to stir up referral business. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, making active outbound calls to set appointments with prospects and, client relationship building and participation in public seminars which will include introducing the main Advisor.Key Traits:Strong initiativePositive attitudeAbility to market to prospective clientsPersistenceAn entrepreneurial perspective to build a client basePersuasive abilityMinimum Requirements:Bachelor's degreeMust be dually licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7.Proven experience in financial sales.Strong understanding of wealth management principles and investment strategies.Excellent math skills with the ability to analyze complex financial data.Exceptional sales skills with a focus on customer relationship management.Ability to communicate complex financial concepts clearly and effectively to clients.Strong organizational skills with attention to detail in managing client portfoliosPosition Responsibilities:Prepare, present, and implement customized financial plansOffer strategic advice to prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning and moreAssist prospective clients with the account opening process for annuities, life, long-term care, and managed moneyProvide financial planning advice to include investment, insurance, and retirementDevelop, manage, and retain strong client relationshipsAssist main Advisor with meeting individual and team goalSalary: $50,000-$60,000 base + commissionBenefits: Health, Dental and VisionPTO401kPaid TrainingHours: Monday - Thursday: 9:00 am -5:00 pmFridays: 9:00 am - 4:30 pmSome evening seminarsPresented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Created: 2025-01-02