Description:

Lead Sales Advisor Buffalo Grove, IL | Onsite | Full-Time | Financial Planning & Wealth Management Elizabeth Banzhaf, LPN Co-Founder & COO |

Heartline Staffing Call or Text:

272-230-3157

LinkedIn:

View Elizabeth's LinkedIn Prefer a confidential conversation instead of applying? Call or text Elizabeth directly at 272-230-3157 . Heartline Staffing is recruiting a Lead Sales Advisor for a full-time financial planning and wealth management opportunity in Buffalo Grove, Illinois. This position is designed for an experienced client-facing advisor who enjoys meeting prospective clients, developing financial recommendations, building trust and converting qualified opportunities into long-term advisory relationships. Unlike many advisor positions, this role does not require the advisor to generate their own leads through cold calling or prospecting. Dedicated marketing and lead-development teams generate qualified opportunities and schedule appointments directly onto the advisor's calendar. Advisors can generally expect approximately 15-20 appointments per week.

POSITION OVERVIEW

The Lead Sales Advisor's primary objective is to convert qualified prospects into long-term clients while delivering a consultative, fiduciary-focused financial planning experience. The advisor conducts discovery and fact-finding meetings, identifies client goals and planning needs, develops and presents financial recommendations, and guides prospective clients through the decision-making process. The position works closely with planning and service teams to implement recommendations and transition new clients into ongoing relationships.

COMPENSATION

Salary Range:

$91,000-$110,000

Team-Based Bonus Structure Relocation Assistance:

No

QUALIFIED LEADS & APPOINTMENTS

Dedicated Lead Development Specialists Generate Qualified Opportunities Company-Funded Marketing Campaigns Appointments Are Scheduled Directly Into The Advisor's Calendar Advisors Can Generally Expect Approximately 15-20 Appointments Per Week No Requirement To Generate Leads Through Traditional Prospecting Or Cold Calling Focus Is On Meeting Prospects, Building Relationships And Converting Qualified Opportunities Into Clients

FINANCIAL PLANNING & ADVISORY

Conduct Discovery Meetings And Fact-Finding Discussions Identify Client Goals, Concerns, Opportunities And Planning Needs Present Customized Financial Planning Recommendations Develop Initial Retirement Planning Strategies Develop Initial Investment And Income Planning Strategies Recommend Investment Advisory Solutions When Appropriate Recommend Annuity, Insurance And Retirement Planning Solutions When Appropriate Acquire New Assets Under Management And Insurance Business Guide Prospects Through The Financial Decision-Making Process

CLIENT RELATIONSHIP DEVELOPMENT

Meet With Prospective Clients Provided Through Marketing And Lead-Generation Systems Build Trust And Establish New Client Relationships Deliver A Consultative, Fiduciary-Focused Planning Experience Maintain Established Client Communication And Service Standards Transition New Clients Into Long-Term Relationships Work Closely With Planning And Service Teams To Support Ongoing Client Needs

COMPLIANCE & BUSINESS MANAGEMENT

Ensure Compliance, Suitability, Documentation And Confidentiality Requirements Are Met Maintain Accurate CRM Documentation And Workflows Collaborate With Planning And Service Teams To Implement Recommendations Meet Annual Production And Business Development Goals

BUSINESS HOURS

Monday-Thursday:

9:00 AM-5:00

PM Friday:

9:00 AM-2:30 PM Once High-Priority Tasks Are Completed Paid Lunch Hour

FLEXIBLE WORK OPTIONS

Position Begins Onsite In Buffalo Grove, IL Hybrid Work Schedule Eligibility After 6 Months Of Employment, Subject To Role Requirements And Management Approval Family Flex Work-From-Home Program Provides Up To 2 Flexible Remote Work Days Per Month Employees Who Opt Out Of The Hybrid Program May Be Eligible For An Additional 5 PTO Days Annually

BENEFITS & PROFESSIONAL DEVELOPMENT PTO

Begins At 15 Paid Days Annually With Increased Accrual Based On Tenure Paid Holidays Medical Insurance With Company Contribution Toward Employee Premiums Dental Insurance With Company Contribution Toward Employee Premiums Vision Insurance Spouse And Dependent Coverage Available 401(k) Retirement Plan Company Match Eligibility After 6 Months Of Employment Mentoring And Hands-On Guidance From Leadership Career Growth And Advancement Opportunities Ongoing Learning And Professional Development Opportunities Sponsorship Of Industry-Related Certifications, Designations And Educational Programs After 6

Months Of Employment Complimentary Snacks And Beverages Premium Coffee Offerings Monthly Company-Paid Lunches, Team Outings And Social Events Requirements:

3-5+ Years Of Experience Working With Clients In Financial Planning, Wealth Management Or Advisory Services

REQUIRED 3-5

Years Of Client-Facing Sales Advisory Experience Within The Wealth Management Industry

REQUIRED

Illinois Life And Health License

REQUIRED

Series 65 OR Series 66 With Series 7 REQUIRED Bachelor's Degree

REQUIRED

Strong Sales And Relationship-Building Skills

REQUIRED

Excellent Presentation And Communication Abilities

REQUIRED

Strong Understanding Of Retirement Planning Concepts

REQUIRED

Ability To Close New Business Opportunities Ethically And Consultatively

REQUIRED

Detail-Oriented And Highly Organized

REQUIRED PREFERRED

Certified Financial Planner™ (CFP®) Designation Not ready to formally apply? That's completely fine. Many financial planning professionals prefer a confidential conversation first. Call or text Elizabeth directly at 272-230-3157 .