Financial Advisor

Financial Advisor

Financial Advisors-Finance Sales Rep

Diamond State Financial Group is hiring Financial Advisors-Finance Sales Rep in Newark, DE.

As an advisor your goal is to develop your practice by building an active client base. You will work with your clients to assess their financial needs, develop strategies for them to achieve their financial goals, and then implement those recommendations by offering the appropriate financial products.

What you will do as a financial advisor?

• Work with a mentor/senior advisor in your first year while you are learning the business
• Identify market opportunities
• Develop and implement strategies to successfully access identified markets
• Build a sustainable client base
• Foster long term relationships with clients
• Assess the financial needs of clients
• Create and implement financial recommendations
• Conduct regular review meetings with clients
• Maintain a current working knowledge of relevant planning techniques, tax regulations,
  risk management products and investment vehicles, etc
• Ensure timely processing of market orders, applications, etc
• Maintain client records per current compliance requirements
• Maintain necessary licenses and registrations (i.e. continuing education requirements)
• Participate in firm and Home Office sponsored training programs

How will you spend your time in this position?

• 35% Client Acquisition (marketing and prospecting)
• 35% Client Meetings
• 20% Needs analysis/development of client recommendations
• 10% Administrative

What skills and knowledge will you need for this career?

• Effective communication and presentation skills
• Strong interpersonal skills to establish and maintain long-term client relationships
• Leadership skills and the ability to motivate clients
• Analytical skills to evaluate client needs and make appropriate recommendations
• Effective time management and organization skills (good multi-tasking)
• Ability to work both independently and within a team

What are the requirements for this position?

• Bachelor degree (or better)
• Demonstrated success track (proven ability to accomplish stated goals)
• Enjoys Sales

      How will you get paid?

• Commissions, including renewals, fees, and bonuses
• 6-month Apprenticeship Program with pay based on activity
• 48-month Residency Program with base subsidy
• Competitive benefits program including 401K, medical/dental/vision insurance; non-qualified deferred compensation plan; flexible spending accounts; and numerous supplemental insurance (life, long-term care, disability) options