Saturday, March 27, 2010

Financial Advisor

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At the nation’s top recognized accounting and financial planning firm for market traders, we have a position available for a financial advisor. In this position you will be the resource for our clients of information on Revocable Living Trusts and Company Shield services. These two services provide tremendous value to our clients and you’re responsible for educating the client about those values. You will be using a variety of resources such as webinars and email to assist the client in making a decision to purchase the services. You will need to have strong interpersonal communication skills, the ability to learn quickly and relate client needs to overcome objections. If you have a financial planning and/or life insurance background please submit your resume for this position.

Compensation is a combination of hourly wage and commission.

email resumes or fax, no phone calls.


1. Knowledge of financial planning and financial advice that is normally obtained through certifications and/or 2 to 3 years of direct experience.
2. Basic reading, writing, and arithmetic skills required. This is normally acquired through a high school diploma or equivalent.
3. Ability to persuade and influence others. Ability to develop and deliver presentations. Ability to create, compose, and edit written materials. Strong interpersonal and communication skills. Knowledge of advertising and sales promotion techniques. This is normally acquired through a combination of the completion of education and three to five years of sales or marketing experience.
4. Working in a professional environment requires maintaining a professional personal appearance and providing a positive company image.
5. Work requires significant amount of phone communication and online expertise in social networking.
6. Work requires willingness to work a flexible schedule and occasional overnight travel.

Apply for Job Here

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