Senior Financial Sales Advisor Job at LS Financial Group, Fort Lauderdale, FL

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  • LS Financial Group
  • Fort Lauderdale, FL

Job Description

Senior Financial Sales Advisor Location Fort Lauderdale, FL :

About us

LS Financial Group is a small business in Fort Lauderdale, FL. We are professional, agile, professional and our goal is to Our mission is SAFETY in retirement we assist our clients with a holistic retirement plan that mitigates risk and keeps a portion of their money where neve losing principal had having upside growth . I am the host of our weekly TV and Radio shows called "Lets Talk Safe Money" airing on NBC and Fox on Sunday at noon. My radio show airs on WIOD 610 AM every Saturday and Sunday..

Our work environment includes:

  • Modern office setting
  • Food provided

About us

LS Financial Group is a small business in Fort Lauderdale, FL. We are professional, agile, professional and our goal is to To Assist our clients in a holistic financial plan ensuring Safety first and mitigating risk..

Our work environment includes:

  • Modern office setting
  • Food provided
  • Growth opportunities
  • Modern office setting

```Duties```- Provide comprehensive financial planning and investment advice to clients- Develop and maintain client relationships through effective communication and regular meetings- Conduct in-depth financial analysis and create customized financial plans based on clients' goals and risk tolerance- Stay up-to-date with market trends, investment products, and industry regulations- Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions- Utilize telemarketing techniques to generate leads and expand client base- Conduct outside sales activities to meet with potential clients and promote financial services- Negotiate contracts and agreements with clients to ensure mutually beneficial terms- Market financial services through various channels, including social media, events, and networking opportunities

```Qualifications```- Bachelor's degree in Finance, Economics, or related field (Master's degree preferred)- Proven experience as a Financial Advisor or similar role- Bilingual proficiency in English and Spanish is highly desirable- Excellent communication skills, both verbal and written- Strong sales administration skills with a track record of meeting or exceeding targets- Knowledge of HIPAA regulations and ability to handle sensitive client information securely- Proficient in using financial planning software and tools- Ability to analyze complex financial data and provide clear recommendations to clients- Strong interpersonal skills and ability to build trust with clients

Note: This is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Types: Full-time, Permanent

Pay: From $70,000.00 per year

Benefits:

  • Flexible schedule
  • Health insurance
  • Paid time off

Pay rate:

  • Commission only

Supplemental pay types:

  • Bonus opportunities
  • Commission pay

Weekly day range:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Education:

  • Bachelor's (Required)

Experience:

  • Financial sales: 5 years (Required)

License/Certification:

  • Life & Health Insurance License (Required)
  • FINRA License (Preferred)
  • Accident & Health Insurance License (Required)

Ability to Relocate:

  • Fort Lauderdale, FL 33309: Relocate before starting work (Required)

Work Location: In person

Job Tags

Permanent employment, Full time, Relocation, Flexible hours, Weekend work, Sunday, Saturday, Monday to Friday,

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