Job description

Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? LFN Advisors Inc., a financial services firm in Muskegon, MI, has an opening for a full-time Financial Advisor/Associate Advisor - and this is far more than just another job opportunity!

When you join our team, you’re given a lot more than a desk and a phone. You’ll get:

· Access to existing clients and prospective clients

· Top-notch administrative support

· Paid marketing support

· Name and brand recognition of firm due to length of time & presence in the community

· The equipment and software you need for illustrations and reports

· Income and growth potential that’s capped only by your ambition

When it comes to choosing your next opportunity, you may be wondering what to expect. If you join our team, we provide:

· Hybrid remote work options

· Flexible schedules

· Equity Options

· 401(k)

· Professional development

Now, you’re probably wondering a little more about what we need, so here it is:

· Prior Experience Working in Financial Advisory Industry as an IAR (Required)

· Series 65/66 (Required)

· High School Diploma (Required)

· Bachelor’s or Associate’s Degree in Finance or Similar Field (Preferred)

· Active State-Specific Life Insurance License (Required)

Want some more specifics? If you join the LFN Advisors team, here’s what you’ll be doing:

· Build genuine, long-term relationships with clients

· Actively call out to clients to cultivate new business

· Network to generate and build prospective client list

· Build a strong client base with the firm’s exceptional referral system due to a multi-business approach

· Develop and execute additional prospecting and marketing strategies, as required

· Explain features, advantages, concepts and disadvantages of investments and insurance products to meet client/prospect needs and promote sales

• Collaborate and prepare comprehensive financial plan recommendations, while preparing and analyzing financial planning reports, to support those recommendations

· Customize and sell various types of insurance products and investment services, to businesses and individuals, that best suit the needs of the client

· Call on clients to deliver and explain policies, strategies and suggest additions or changes

· Successfully take consumers through the sales cycle

• Prepare and participate in all client meetings throughout the pre and post sales cycle
• Assist in handling client inquiries and service requests

· Case work and illustrations

· Assist with the completion and review of applications

Now that you know a little more about us and what we’re looking for, it’s time for you to tell us about you. Reach out to us ASAP because you just might be exactly who we’re looking for!

Job Type: Full-time

Benefits:

• 401(k)
• Flexible schedule
• Professional development assistance

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• Muskegon, MI 49440: Reliably commute or planning to relocate before starting work (Required)

Experience:

• sales: 1 year (Required)

Work Location: In person

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