Financial Professional

The Legend Group has a new and exciting Financial Professional opportunity in Erie, PA.The successful candidate will have the opportunity to service new and existing clients in current 403(b) and 457(b) payroll slots.For over 50 years, The Legend Group has been helping investors to work toward their financial goals.Our Broker-Dealer and Registered Investment Adviser is a full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments.Midwest Legend Group has developed a turnkey system to turn leads into clients, onboard, and manage client relationships to stay compliant, uncovering new planning opportunities, and maximizing retention and pensation flexible and commensurate with experience.The qualified individual will:Display the ability to be a self-starterentrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful Financial ProfessionalAbility to generate leads; set and hold productive meetings; present and implement solutions and be proactive in providing ongoing support and serviceUnderstand that our value lies in the depth of client relationships and is exceptional at developing them, particularly with high net worth prospects and clientsBe an established, consummate professional at all times, both internally with our team and externally with the publicProvide clients with a full range of investment services that Midwest Legend Group offersDesired Skills and Experience:1+ yrs. financial sales experience preferredBachelor's degree or equivalent business experienceAbility to build and manage client relationshipsExcellent written and oral communication skillsFINRA Series 67, 6566 and state insurance license preferred; exceptional candidates without this licensing will be considered

Created: 2025-02-21