Lead Sales Advisor Location:

Buffalo Grove, IL 60089

Experience:

3ÔÇô5+

Years Education:

BachelorÔÇÖs

Degree Job Function:

Finance | Full-Time Job Summary We are looking for a client-focused Lead Sales Advisor to meet qualified prospects, provide financial planning recommendations, and build long-term client relationships. Qualified appointments are provided by our marketing and lead development teams, so there is no cold calling or self-generated prospecting . Key Responsibilities Meet with qualified prospective clients and understand their financial goals. Present customized retirement, investment, and income planning strategies. Recommend appropriate investment, insurance, and retirement solutions. Build client relationships and convert prospects into long-term clients. Collaborate with planning and service teams. Maintain CRM records and meet compliance and business goals. Requirements 3ÔÇô5+ years of experience in financial planning, wealth management, or advisory services. BachelorÔÇÖs degree. Illinois Life & Health License. Series 65 or Series 66 + Series 7. Strong sales, communication, presentation, and relationship-building skills. CFP « designation is a plus.