Find & Apply For Sales Representative Jobs in Buffalo, Illinois

Description:

Lead Sales Advisor | Financial Planning & Wealth Management Full-Time | On-Site | Buffalo Grove, IL Dana Gudermuth Senior Recruiter |

Heartline Staffing Call or Text:

(314) 526-0706

Email:

Dana@heartlinestaffing.com Prefer a confidential conversation instead of applying? Call or text Dana directly at (314) 526-0706 . Heartline Staffing is recruiting a Lead Sales Advisor for a financial planning and wealth management opportunity in Buffalo Grove, Illinois. This role is designed for an experienced financial advisor who enjoys meeting prospective clients, building trust, and helping families make meaningful financial decisions.

POSITION OVERVIEW

The Lead Sales Advisor will focus on converting qualified prospects into long-term clients while delivering a consultative, fiduciary-focused planning experience. Unlike many advisory firms, this role does not require responsibility for prospecting or lead generation. Dedicated marketing and lead development teams generate and schedule qualified appointments on behalf of advisors. Advisors can generally expect approximately 15 to 20 appointments per week. The Lead Sales Advisor will work closely with planning and service teams to develop recommendations, guide prospects through the decision-making process, and help transition clients into long-term relationships. ROLE Meet with prospective clients and build trusted relationships. Deliver financial planning recommendations. Convert qualified prospects into long-term client relationships. Participate in a consultative, fiduciary-focused planning experience. Work closely with planning and service teams to develop recommendations. Guide prospects through the financial decision-making process. Help transition clients into long-term relationships.

APPOINTMENT SUPPORT

Dedicated marketing and lead development teams generate and schedule qualified appointments. Advisors can generally expect approximately 15 to 20 appointments per week.

COMPENSATION

Base Compensation:

$91,000-$110,000

Total Compensation:

$120,000-$150,000 in the first year Total compensation grows beyond the first year. A $110,000 base salary is associated with having a

CFP. WORK ARRANGEMENT

On-site in Buffalo Grove, IL Relocation assistance is not provided. Visa sponsorship is not available.

Requirements:

Requirements 3 Years Of Experience

REQUIRED

Bachelor's Degree

REQUIRED

Sales Experience

REQUIRED

Financial Planning Experience

REQUIRED

Wealth Management Experience

REQUIRED

Retirement Planning Experience

REQUIRED

Not ready to formally apply? That's completely fine. Many financial professionals prefer a confidential conversation first. Call or text Dana directly at (314) 526-0706 .

Email:

Dana@heartlinestaffing.com