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Waggoner Financial · 1 month ago

Wealth Management Sales Consultant

Lansing, MI

Full-time

Onsite

Entry, Mid Level

$60K/yr - $100K/yr

2+ years exp

Waggoner Financial is a firm focused on wealth management, and they are seeking a Wealth Management Sales Consultant to drive new client acquisition and expand existing client relationships. The role involves understanding clients' financial goals and presenting tailored investment solutions.

Financial ServicesInsuranceRetirementWealth Management

Responsibilities

Source and engage prospective clients through outreach, networking, referrals, and targeted sales activities

Conduct discovery meetings to understand client goals and financial needs

Present wealth management services and recommend suitable investment and planning solutions

Manage and track a pipeline of qualified prospects to move opportunities through the sales process

Collaborate with advisors and service teams to ensure a smooth client onboarding experience

Maintain strong knowledge of financial markets, investment products, and planning strategies to support effective client consultations

Qualification

Financial services experienceSales experienceClient-facing advisoryCommunication skillsPresentation skillsRelationship-building skillsTime-management skillsProspecting skillsExplain financial conceptsBachelor’s degreeLicenses Series 65Licenses Series 7/66Self-motivated