Insight Global is looking for a Financial Advisor to join an established and growing Wealth Management and Retirement Planning firm in Birmingham, AL.
The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the other advisors, servicing existing clients, making active outbound calls to set appointments with prospects & existing clients, client relationship building and participation in public seminars to include introducing the main Advisor. This Advisor will also have the opportunity to meet one on one with the leads from the companys well-established marketing funnels, including seminars and referrals.
Minimum Requirements:
College degree preferred
2 + years of financial services experience with an emphasis on sales
Life and Health Licensed; Series 65 preferred
Strong organizational, prioritization, interpersonal & management skills
Strong mathematical and analytical skills
Excellent communications skills; both verbal and written
Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
Experience with Redtail/CRM preferred, but not required
Position Responsibilities:
Prepare, present and implement customized financial plans
Assist clients with annuities, life, long-term care & managed money
Provide financial planning advice to include investment, insurance & retirement
Develop, manage and retain strong client relationships
Assist Executive leadership with meeting individual and team goals
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
https://insightglobal.com/workforce-privacy-policy/ .
- 2 + years of financial services experience with an emphasis on sales (financial planner/advisor role preferred)
-Ability to obtain Life and Health License and Series 65
- Strong mathematical and analytical skills
- Excellent communications skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
- proven track record of successful sales performance
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.