Paraplanner/ Associate Advisor
Sales & Business Development (Financial, Tax, and Insurance Planning) - We are seeking a resilient, self-motivated Associate Advisor with an unwavering determination to achieve results in financial planning, tax strategies, and insurance solutions.
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This role is perfect for individuals who thrive in competitive environments, excel under pressure, and maintain focus and drive in the face of challenges. You’ll take full ownership of your success—setting ambitious goals, managing your own schedule, and relentlessly pursuing opportunities to close deals and deliver impactful solutions for clients.
What you'll do
Key Responsibilities:
Sales & Business Development:
- Be Your Own Driver: Take charge of your schedule, prioritize opportunities, and make daily progress toward aggressive sales targets.
- Persistent Prospecting: Overcome obstacles to build and maintain a pipeline of qualified leads through cold calling, networking, referrals, and personal outreach.
- Resilient Follow-Through: Handle objections, navigate setbacks, and persist until deals are closed - no lead or opportunity left unexplored.
- Rapid Execution: Act with urgency to close deals quickly, keeping the client’s needs at the forefront while maintaining a high standard of professionalism.
- Market Expertise: Position yourself as a trusted expert in financial, tax, and insurance planning, anticipating and addressing client concerns to win trust and commitment.
Client Engagement & Planning:
- Engage clients in identifying financial goals, challenges, and risks, offering tailored solutions that solve their most pressing needs.
- Guide clients with conviction and empathy, confidently addressing concerns while fostering long-term loyalty.
- Quickly adapt to changing circumstances, providing flexible strategies that still deliver exceptional outcomes.
Perseverance in Growth:
- Approach challenges with determination - find alternative solutions and refine your strategies to overcome barriers to success.
- Build strong, enduring client relationships by consistently demonstrating value, expertise, and follow-through.
- Celebrate small wins while maintaining focus on achieving long-term objectives.
Collaboration & Accountability:
- Align with internal teams to streamline processes, enhance client experiences, and solve challenges collaboratively.
- Maintain compliance and uphold ethical standards while confidently navigating complex industry regulations.
- Own your metrics - track and analyze your performance to self-improve and continually drive better outcomes.
What you'll bring
Required Qualifications:
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Proven success in a results-driven, self-directed sales environment.
- Relevant certifications and licenses (e.g., CFP, CPA, FINRA Series 7 & 63, or life/health insurance licenses).
- Demonstrated ability to thrive under pressure, persevere in the face of rejection, and continuously improve sales techniques.
Skills and Competencies:
- Grit and Resilience: A relentless focus on achieving goals, even in the face of setbacks.
- Self-Management: Highly organized, disciplined, and capable of managing your time, priorities, and workload independently.
- Sharp Communication and Influence: Ability to connect with clients and drive them to take action.
- Solution-Oriented Thinking: Quick problem-solving skills and creativity to address complex client needs.
- Competitive Spirit: A natural drive to outperform, compete, and excel in a fast-paced environment.
What you'll get
What We Offer:
- Unlimited Earning Potential: Competitive base salary with uncapped bonuses and commissions for top performers.
- Growth Path: Clear opportunities for advancement based on results and initiative.
- Robust Support: Access to cutting-edge tools, resources, and training to empower success.
- Rewards for Resilience: Comprehensive benefits, wellness programs, and recognition for exceptional effort and results.
Work Environment:
This role requires grit and self-determination. You’ll be in charge of your time, motivated by goals, and supported by a results-oriented team environment. While the work can be demanding, the rewards for those who persevere are exceptional.
This description emphasizes the traits of a tough, self-starting individual who thrives under pressure, manages their time and goals independently, and consistently pushes through adversity to succeed.