Lead Sales Advisor

Lead Sales Advisor
Skills: sales, retirement planning, financial planning, wealth management
Experience level: Associate
Experience required: 3 Years
Education level: Bachelor’s degree
Relocation assistance: No
Lead Sales Advisor (Financial Planning & Wealth Management)
Are you an experienced Financial Advisor who thrives on meeting prospective clients, building trust, and helping families make meaningful financial decisions? We are seeking a motivated and client-focused
Lead Sales Advisor to join our growing team.

Unlike many advisory firms, you will not be responsible for prospecting or lead generation. Our dedicated marketing and lead development teams generate and schedule qualified appointments on your behalf. Advisors can generally expect approximately
15 to 20 appointments per week
, allowing them to focus on meeting prospects, delivering financial planning recommendations, and converting opportunities into long-term client relationships.

This role is ideal for an advisor who enjoys the relationship-building and sales aspects of financial planning while leveraging a proven process and strong operational support. You will work closely with planning and service teams to develop recommendations, guide prospects through the decision-making process, and help transition clients into long-term relationships.

Key Responsibilities
As a Lead Sales Advisor, your primary objective is to convert qualified prospects into long-term clients while delivering a consultative, fiduciary-focused planning experience.

Core Responsibilities
Meet with prospective clients provided through the firm's marketing and lead generation systems
Build trust and establish new client relationships
Conduct discovery meetings and fact-finding discussions
Identify client goals, concerns, opportunities, and planning needs
Present customized financial planning recommendations
Develop initial retirement, investment, and income planning strategies
Recommend investment advisory, annuity, insurance, and retirement planning solutions when appropriate
Acquire new assets under management and insurance business
Collaborate with planning and service teams to implement recommendations
Ensure all compliance, suitability, documentation, and confidentiality requirements are met
Maintain established client communication and service standards
Maintain accurate CRM documentation and workflows
Meet annual production and business development goals
What Makes This Opportunity Different?

Most advisory firms expect advisors to spend substantial time prospecting, cold calling, networking, and generating their own opportunities.

In this role

Dedicated Lead Development Specialists generate qualified opportunities
Marketing campaigns are company-funded
Appointments are scheduled directly into your calendar
You focus on meeting prospects and building relationships
Planning and service support teams help manage ongoing client needs
Advisors spend more time advising and less time prospecting
Required
3 to 5+ years of experience working with clients in financial planning, wealth management, or advisory services
Illinois Life and Health License
Series 65 or Series 66 & Series 7 combination
Bachelor's degree
Strong sales and relationship-building skills
Excellent presentation and communication abilities
Strong understanding of retirement planning concepts
Ability to close new business opportunities ethically and consultatively
Detail-oriented and highly organized
Preferred
Certified Financial Planner™ (CFP®) designation
Compensation & Growth
We believe that taking care of our team is the foundation of a strong, thriving organization.

We are committed to supporting employee well-being, professional growth, and long-term success. Our compensation and benefits package is designed to reward contributions and help build a fulfilling career.

What We Offer
Competitive base salary with team-based bonus structure
Clear career growth and advancement opportunities
Mentoring and hands-on guidance from leadership
Ongoing learning and professional development opportunities
Sponsorship of industry-related certifications, designations, and educational programs after six months of employment
Supportive, family-oriented culture that values collaboration and personal development
Work-Life Balance
Paid Time Off & Holidays
PTO begins at 15 paid days annually, with increased accrual based on tenure
Paid holidays, including:
New Year's Day
Martin Luther King Jr.

Day
Presidents' Day
Good Friday
Memorial Day
Juneteenth
Independence Day
Labor Day
Thanksgiving Day
Christmas Day
Business Hours
Monday through Thursday: 9:00 AM to 5:00 PM
Friday: 9:00 AM to 2:30 PM once high-priority tasks are completed
Paid lunch hour
Flexible Work Options
Hybrid work schedule eligibility after six months of employment, subject to role requirements and management approval
Family Flex Work-From-Home Program with up to two flexible remote work days per month
Employees who opt out of the hybrid program may be eligible for an additional five PTO days annually
Health & Wellness Benefits
Medical and dental insurance with company contribution toward employee premiums
Vision insurance
Spouse and dependent coverage available
401(k) retirement plan with company match eligibility after six months of employment
Office Perks
Complimentary snacks and beverages
Premium coffee offerings
Positive, supportive work environment
Monthly company-paid lunches, team outings, and social events
Recognition-focused culture that values employee contributions
Benefits
401(k)
401(k) Matching
Health Insurance
Dental Insurance
Vision Insurance
Paid Time Off
Experience Required
3 to 5 years of client-facing sales advisory experience within the wealth management industry
Required Licenses & Certifications
Life Insurance License
Series 65 or Series 66 with Series 7
CFP® designation preferred