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Financial Advisor - Multi-Million Dollar Lead Program In Place

Expired Job

Courtney Raymond Consultants Ponte Vedra , FL 32004

Posted 4 months ago

Work an established leads program as well as has having access to a large marketing database.

Our client is a respected RIA that is experiencing growth year over year. They have superior product and run a well-rounded fee-only model that is combined with sophisticated estate planning and insurance service offerings.

There are two warm lead programs in place, so working those warm leads will be a large portion of your role.

Our client will provide generous payouts, and a monthly salary to get you up and running. This is a solid long-term opportunity for the right individual that knows how to sell and is excited about working with warm marketing leads.

  • 1+ years of experience working in a consultative fee-based selling environment (wires, banks,

independents, or discounts)

  • A full understanding of wealth and insurance planning

  • Active Series 65

  • Previous experience working with HNW clients

  • A proven track record of closing sales

If you are interested, please send a resume in Word format

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Financial Advisor - Multi-Million Dollar Lead Program In Place

Expired Job

Courtney Raymond Consultants