Financial Advisor Position Available In Shelby, Alabama

Job Description Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm is seeking to add a Financial Planning Advisor to our Team! 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.

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 inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC “Know Your Rights” Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) . 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/ . Skills and Requirements

• 3+ 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) College Degree null 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 employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.