Sales Advisor
Masis Professional Group, Orem, UT, United States
A rapidly growing wealth management firm is seeking a
Sales Advisor
to join its team in Orem, Utah. The firm focuses on helping individuals and families plan for retirement and long-term financial security through a comprehensive advisory approach that integrates investment management, financial planning, and personalized client service. With a collaborative team structure and a strong pipeline of qualified prospects, the firm is committed to providing advisors with the resources and internal support needed to deliver a high-quality client experience.
Position Overview The Sales Advisor will play a key role in converting qualified prospects into long-term clients while building trusted relationships through a consultative advisory approach. This individual will work closely with internal planning and service teams to ensure a seamless onboarding experience and ongoing support for new clients. This role is ideal for a motivated professional who thrives in a relationship-driven sales environment and is passionate about helping individuals and families make confident financial decisions as they plan for retirement and long-term financial independence.
Key Responsibilities
Engage with qualified prospects and guide them through the firm’s consultative advisory process
Convert prospective clients into long-term relationships through thoughtful discovery and needs-based solutions
Clearly communicate the firm’s planning philosophy, investment approach, and client service model
Collaborate with internal financial planning and client service teams to deliver a seamless client onboarding experience
Maintain strong client relationships through consistent communication and follow-up
Track and manage prospect activity and client engagement through CRM systems
Participate in team meetings and contribute to the firm’s ongoing growth initiatives
Uphold the highest standards of professionalism, ethics, and client service
Qualifications
Previous experience in financial advisory, relationship management, or consultative sales within financial services
Strong ability to build trust and develop meaningful client relationships
Excellent communication and presentation skills
Self-motivated with a results-oriented mindsetAbility to thrive in a collaborative, team-based environment
Strong organizational skills and attention to detail
Passion for helping clients pursue long-term financial stability and retirement success
This position offers the opportunity to join a fast-growing wealth management firm where advisors can focus on building relationships and helping clients while leveraging the support of experienced planning and service professionals. The firm provides a collaborative culture, strong lead flow, and the opportunity to make a meaningful impact in clients’ financial lives.
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Sales Advisor
to join its team in Orem, Utah. The firm focuses on helping individuals and families plan for retirement and long-term financial security through a comprehensive advisory approach that integrates investment management, financial planning, and personalized client service. With a collaborative team structure and a strong pipeline of qualified prospects, the firm is committed to providing advisors with the resources and internal support needed to deliver a high-quality client experience.
Position Overview The Sales Advisor will play a key role in converting qualified prospects into long-term clients while building trusted relationships through a consultative advisory approach. This individual will work closely with internal planning and service teams to ensure a seamless onboarding experience and ongoing support for new clients. This role is ideal for a motivated professional who thrives in a relationship-driven sales environment and is passionate about helping individuals and families make confident financial decisions as they plan for retirement and long-term financial independence.
Key Responsibilities
Engage with qualified prospects and guide them through the firm’s consultative advisory process
Convert prospective clients into long-term relationships through thoughtful discovery and needs-based solutions
Clearly communicate the firm’s planning philosophy, investment approach, and client service model
Collaborate with internal financial planning and client service teams to deliver a seamless client onboarding experience
Maintain strong client relationships through consistent communication and follow-up
Track and manage prospect activity and client engagement through CRM systems
Participate in team meetings and contribute to the firm’s ongoing growth initiatives
Uphold the highest standards of professionalism, ethics, and client service
Qualifications
Previous experience in financial advisory, relationship management, or consultative sales within financial services
Strong ability to build trust and develop meaningful client relationships
Excellent communication and presentation skills
Self-motivated with a results-oriented mindsetAbility to thrive in a collaborative, team-based environment
Strong organizational skills and attention to detail
Passion for helping clients pursue long-term financial stability and retirement success
This position offers the opportunity to join a fast-growing wealth management firm where advisors can focus on building relationships and helping clients while leveraging the support of experienced planning and service professionals. The firm provides a collaborative culture, strong lead flow, and the opportunity to make a meaningful impact in clients’ financial lives.
#J-18808-Ljbffr