Who are you?
Are you being held back from advancing your career and financial goals?
Are you just starting to build your own book of business and need a firm with superior products and support staff to help guide you in the right direction?
Are you looking for outstanding brand recognition, higher payouts, and efficient broker support?
Who are we?
Helping Build Wealth of Oregon City is an independent, non-captive boutique organization that focuses on doing the right thing, 100% of the time. The firms philosophy reflects our deeply held belief that the client relationship comes first.
We have a highly successful and established office that provides financial products and services for individuals and businesses.
We believe in strengthening peoples lives through financial stability. As a result, we're building a different experience for our advisors.
PLEASE EMAIL YOUR RESUME AT THE BOTTOM OF THIS PAGE and/or READ ON!
If you are selected to join our team you can expect
Opportunity:
We are committed to creating opportunities for financial professionals, rewarding performance, and partnering with you to take stock in your future.
There is excellent upside and advancement potential for the right candidate, along with a national opportunity to grow your own organization.
Compensation:
Commission-based compensation level will be determined by previous experience and ongoing production, and can exceed 80% of GDC.
This position has averaged $100K per year in compensation over the past several years, but the earnings potential is unlimited and entirely up to you.
Additional income sources include asset-based compensation, referral fees, overrides, and incentive compensation. Commissions are paid on every line of business sold.
Bonuses and incentives are available, and can include monetary compensation, tuition reimbursement, world-class trips, and more!
Products:
As independent advisors, we are able to offer comprehensive, competitive products and solutions to our clients. This includes a near limitless number of insurance and financial services, and access to high quality money management services with outstanding track records.
Most of our sales supplies are provided free by the vendors, as is product training.
Environment:
High-energy and active team of financial professionals and referral sources.
Access to our large professional space for prospecting, training, client meetings, workshops, etc. with the potential of earning your own office space (production requirements must be met).
Opportunity to work from home if desired.
Access to a trained office assistant on an as-earned basis.
Training:
Guidance, tools, and techniques for prospecting, asset acquisition, client retention, and referral gathering.
Video library of training, webinars, websites (go to
http://hbwinc.com for examples).
Assistance from financial planning experts and product vendors.
Annual company-wide training and recognition in Las Vegas!
What we want:
We are willing to provide a total support system to help you succeed in todays competitive marketplace
but it takes a commitment of your time and focused efforts to turn your talents into a long-term profitable business, earning the recognition and rewards your dedication deserves.
We are seeking motivated, achievement-driven professionals to grow and partner with us in building trusted and lasting client relationships.
We are looking for a coachable, ethical person with a high degree of self-confidence who takes a consultative approach to sales, and who is not afraid to prospect.
A strong professional demeanor and solid communication skills are musts as you will be interacting with prospects, clients, coworkers, and business leaders within the community.
You will need an entrepreneurial spirit with a willingness to do what it takes to build business, and you will need to have an established network of professional and personal contacts. This is not a cold calling position, and you will be held accountable for your productivity.
Above all, you should believe that greater effort leads to greater rewards, and be determined to earn those rewards.
*Requirements:
*Industry experience, transferable assets a plus.
*Required Licenses: Series 6, 63, & Oregon (life, health, and variable) insurance license
Status: Full-time or half-time with full-time intention within 6-9 months.
Proven experience and success in selling financial products (i.e. mutual funds, annuities, insurance products, 401(k), 403(b), etc).
Reliable car and laptop computer.
Ability to meet with clients in the evening and occasionally on Saturday.
*Although we are seeking licensed individuals to join our team, there are opportunities for training and licensing for the right inexperienced person.
PLEASE EMAIL YOUR RESUME AT THE BOTTOM OF THIS PAGE and/or READ ON!
What will be expected of you:
Meet and exceed established sales and activity goals.
Mine for potential clients from internal and external sources.
Follow up on sales leads generated through your business development efforts.
Assess prospects financial situation by gathering information regarding their investments, short and long term goals, and risk tolerance.
Educate prospective clients about their options.
Implement planning that address the evolving financial needs of your clients throughout their lifetimes.
Service and consult with existing clients after the sale, asking for referrals to build your business.
Maintain and build your own client database.
Daily activities:
Attending and being prepared for training meetings.
Business development calls to prospects and clients.
Travelling to businesses and workplaces to promote yourself and prospect.
Information-gathering appointments with prospects.
Presentation of solutions through face-to-face meetings.
Tracking of your activities and closes.
Continuing to update your sales skills.
PLEASE EMAIL YOUR RESUME!
We are currently interviewing candidates for this position, with an expected start date no later than January 4, 2010.
Please email resume; local applicants only, please. All replies will be kept strictly confidential.
Member FINRA, SIPC.
- Location: Oregon City
- Compensation: Up to $75K your first year if you work hard, unlimited potential! Commission only.
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.