Are you a motivated finance professional with a proven track record of exceeding financial targets? We are seeking an External Financial Advisor who excels in creating strategic blueprints to elevate existing client alliances and forge new ones. Our group provides full-fledged assistance through training, tools, guidance, and attractive compensation plans to drive your triumph. The perfect candidates are proactive individuals with outstanding communication, customer service, and rapport-building abilities. If you are pursuing a rewarding career opportunity, we are excited to connect with you today! Responsibilities: • Develop strategic plans to enhance current client partnerships and establish new ones, proposing mutually beneficial solutions to prospects, finalizing sales contract details, and securing agreements. • Identify, meet, and follow up with potential clients and business opportunities using social prospecting and various communication platforms. • Conduct competitive analysis and monitor product trends to establish our brand as the preferred choice in the market in Anaheim, CA, US. • Meet or exceed monthly sales targets and lead generation requirements while progressing sales leads and transactions efficiently through the sales pipeline. • Consistently add new potential buyers to the sales funnel and contribute to achieving high sales performance in Anaheim, CA, US. Qualifications: • To apply for the Financial Advisor position in Anaheim, CA, US, candidates must be willing to obtain FINRA S6, S7, S63, S65, or S66 Registrations and possess Life and Health licenses as Registered Representatives. • A minimum of 2 years of experience in outside sales or relevant marketing is a mandatory prerequisite for applicants. • The ideal candidates for this role are highly organized, detail-oriented individuals who excel in meeting deadlines, are self-motivated, and thrive in a team environment. • A proven history of consistently achieving high sales performance is a fundamental requirement for this position. • Candidates should have a natural inclination towards engaging with potential clients, delivering impactful presentations, closing deals effectively, and actively seeking referrals. Compensation: $150,000 - $250,000
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• Develop strategic plans to enhance current client partnerships and establish new ones, proposing mutually beneficial solutions to prospects, finalizing sales contract details, and securing agreements.
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• Identify, meet, and follow up with potential clients and business opportunities using social prospecting and various communication platforms.
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• Conduct competitive analysis and monitor product trends to establish our brand as the preferred choice in the market in Anaheim, CA, US.
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• Meet or exceed monthly sales targets and lead generation requirements while progressing sales leads and transactions efficiently through the sales pipeline.
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• Consistently add new potential buyers to the sales funnel and contribute to achieving high sales performance in Anaheim, CA, US.