LifeARC Financial Adviser, ARC Specialist Abacus Life - 3.0 Orlando, FL Job Details Full-time $65,000 - $120,000 a year 16 hours ago Benefits Disability insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Life insurance Qualifications Computer operation Customer communication Financial sales Microsoft Excel Customer relationship building Computer literacy Writing skills Sales needs analysis Financial product expertise Meeting or exceeding sales goals Productivity software Experience practicing in the securities industry Technical Proficiency Full Job Description LifeARC Advisers LLC, is a newly established investment advisory firm registered with the Florida Office of Financial Regulation. The Firm is a subsidiary of Abacus Global Management Inc., a publicly held corporation. The Firm provides investment advice to retail investors through an internet-based Artificial intelligence (AI) supported financial planning tool. The tool provides users with a potential life span, LifeARC, that can be used to establish a uniquely individualized financial plan. The firm provides investment management services based on an individual's LifeARC through individualized investment programs. LifeARC Financial Advisers, ARC Specialists engage in: Developing a book of business to meet and exceed established performance hurdles Effectively prioritizes capitalizing on referrals, assessing customer needs, referring customers to the appropriate referral partners, and executing individualized LifeARC solutions to meet client needs Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run productive relationship management Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements We'll help you: Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with investment partners. Connect to all the solutions we provide through LifeARC and our Abacus Affiliates to meet virtually all their financial needs.

Responsibilities:

Handles inbound inquiries from leads generated by the LifeARC website Positions the extensive capabilities of LifeARC and Abacus Affiliates Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim Financial Adviser, providing recommendations of investment products and services that are suitable for prospects and clients based on their LifeARC as well as servicing client relationships Documents all client interactions and opportunities within Salesforce accurately

Required Qualifications:

Currently holds Series 65 license or willing to obtain within 90 days Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year's experience in the investments industry, including investment training and in-depth knowledge of investment products and services Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility Proven ability to assess needs and recommend appropriate solutions/interventions Proven ability to work collaboratively on a team and with key partners Proven ability to listen and probe for clarity and understanding Goal and results oriented Entrepreneurial mindset Strong follow-through skills Computer/technical literacy and proficiency in

Microsoft Word, PowerPoint, Excel Desired Qualifications:

Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously

Skills:

Business Acumen Business Development Oral Communications Prospecting Wealth Planning Analytical Thinking Client Experience Branding Client Investments Management Portfolio Analysis Risk Management Active Listening Client Solutions Advisory Emotional Intelligence Referral Management Compensation:

For candidates without a book of business:

Base:

$65,000-$75,000

Variable Compensation:

25% of advisory fees attributable to new client accounts opened in any calendar quarter. Retention bonus 1-3% of revenue generated For candidates with a book of business:

Base:

$95,000-$120,000

Variable Compensation:

25% of advisory fees attributable to new client accounts opened in any calendar quarter. Retention bonus 1-3% of revenue generated

Benefits:

401(k) and 401(k) matching Health, Dental, and Vision insurance Short-Term and Long-Term Disability Life insurance Paid time off