Financial Service Advisor
Legacy Partners Group, Milwaukee, WI, United States
Are you looking to expand your career and to be part of a successful team? If you enjoy working closely with clients, developing long‑term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Legacy Partners Group, located in
Milwaukee or Green Bay, WI
is seeking to add a
Financial Service Advisor
to our team!
The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities, while providing superior client service; always putting the clients first.
Education/Experience
1+ years’ experience working in a fast paced, sales driven environment
Experience in financial services a plus
Experience in estate planning a plus
Experience with Redtail and Wealth Box CRM is a plus
Annuity sales experience is a plus
Must be able to obtain a Life Insurance License within 30 days
Must be able to obtain Series 65 within a year
Skills/Knowledge
Knowledge about programs and able to effectively answer prospect questions
Previous experience in processing confidential, detailed paperwork
Excellent verbal and written communication skills
Self‑motivated
Excellent organizational skills
Demonstrated confidence and skill in public speaking
Responsibilities
Develop and nurture new business and existing client relationships
Assess clients' financial needs and recommend appropriate insurance solutions
Present, explain and educate insurance policies and optionsMaintain accurate records and workflow using Wealth Box CRM
Collaborate with our financial planning team to deliver integrated solutions
Resolve any issues regarding new accounts, transfers, or amendments
Opening, closing, and transferring of accounts
Stay current on insurance regulations, products, and industry trends
$40,000 - $65,000 based on experience
Plus, a bonus and commission structure
Health Insurance
PTO
Hours
Monday – Friday (hours will vary – 40‑hour work week)
Attendance at seminars
#J-18808-Ljbffr
Milwaukee or Green Bay, WI
is seeking to add a
Financial Service Advisor
to our team!
The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities, while providing superior client service; always putting the clients first.
Education/Experience
1+ years’ experience working in a fast paced, sales driven environment
Experience in financial services a plus
Experience in estate planning a plus
Experience with Redtail and Wealth Box CRM is a plus
Annuity sales experience is a plus
Must be able to obtain a Life Insurance License within 30 days
Must be able to obtain Series 65 within a year
Skills/Knowledge
Knowledge about programs and able to effectively answer prospect questions
Previous experience in processing confidential, detailed paperwork
Excellent verbal and written communication skills
Self‑motivated
Excellent organizational skills
Demonstrated confidence and skill in public speaking
Responsibilities
Develop and nurture new business and existing client relationships
Assess clients' financial needs and recommend appropriate insurance solutions
Present, explain and educate insurance policies and optionsMaintain accurate records and workflow using Wealth Box CRM
Collaborate with our financial planning team to deliver integrated solutions
Resolve any issues regarding new accounts, transfers, or amendments
Opening, closing, and transferring of accounts
Stay current on insurance regulations, products, and industry trends
$40,000 - $65,000 based on experience
Plus, a bonus and commission structure
Health Insurance
PTO
Hours
Monday – Friday (hours will vary – 40‑hour work week)
Attendance at seminars
#J-18808-Ljbffr