Lead Advisor

Job Location: Chesterfield, MO

Job Title: Lead Advisor

Type of Position: Full-time

FLSA Classification: Exempt

Hours per week: 40 hrs/wk

Working hours: M-F - 8:00am-5:00pm

Compensation: $30-50k base salary + Unlimited bonus potential based on contribution to firm growth

Job Summary

The Associate Financial Representative (AFR) specializes in client service and supporting the financial advisor as they focus on building their practice and client relationships. An AFR also ensures the continuation of an efficient, effective, and organized office. This individual is a liaison between the network office and home office as well as the financial advisor and clients.

Key Responsibilities

• Coordinating meetings for self and lead advisor
• Schedule and conduct review meetings with existing clients
• Prequalify prospects based on predetermined criteria
• Call to schedule introductory meetings with prospective clients
• Use known channels to engage with prospects and generate interest (lists, social media, etc.)
• Maintain accurate and up to date records of client activity in our CRM management tool
• Maintain organized and accurate client files
• Maintain organized tracking of personal performance metrics towards corresponding production goals
• Ultimately help to continue servicing existing clients, helping to attract new clients, and impacting sales goals

Job Qualifications

• Life and Health licensed required
• Series licensed & Northwestern Mutual experience preferred
• 5+ years Financial Services or Insurance industry experience preferred
• Ability to proactively identify what needs to be accomplished and take action as appropriate
• Understanding and execution of firm’s planning philosophy and planning process
• Ability to use firm planning philosophy to develop well thought out recommendations to meet client needs
• Service mindset for excellent client care and client rapport building
• Internal and external communication skills and organization that creates harmony with clients and team members
• Ability to work both independently and in a team

Benefits

• Health, vision, and dental insurance
• Short-term Disability
• SIMPLE IRA retirement plan
• PTO + holiday pay
• Base salary proportionate to experience level
• Industry licensing and continuing education expenses
• Personal and professional development opportunities

Pay: $30,000.00 - $80,000.00 per year

Benefits:

• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan
• Vision insurance

Ability to Commute:

• Chesterfield, MO 63017 (Required)

Work Location: In person