Leverge Plnners is seeking vles-bse Finncil visors to screen n evelop high probbility prospects into long-term clients. If yo thrive on connecting with people, nvigting importnt ecisions, n moving converstions towr ction, this role is esigne for yo. Yo'll work with high-probbility prospects from or events n yor mrketing efforts, n gie them throgh iscovery, pln presenttion, implementtion, n long-term onboring. Yo'll own the reltionship from strt to finish, with fll spport from or internl plnning n client service tems.
bot Leverge Plnners LLC
t Leverge Plnners, we bolish finncil nxiety for Ble Jen Millionires, proviing them with lifelong finncil secrity, freeom, n pece they eserve. escription
Why This Role is ifferent
This is NOT tritionl "trick n convince" sles pproch role This is role of filtering n isqlifying those who o not fit, inste of sing tctics n tricks to try to convince them tht they o This is role of BEING Trstworthy n Respectfl, n proviing prospects the opportnity to isclose THEIR trstworthiness n respectbility Or mrketing genertes high probbility prospects Yo'll evelop reltionships to generte high probbility prospects Yo'll evelop eeper, meningfl client reltionships Yo're spporte by n mzing bck-office tem Yor income reflects yor bility to filter for, n generte trst n respect Wht Yo'll o (Rn or Sles Process, s follows) Meet with compny-generte n orgnic/self-generte Prospects Perform 3-45 minte visory Session to etermine mtl Trst n Respect When mtlly gree, schele n hol Strtegy Session to review their finncils When mtlly gree, engge to begin option, n schele money moves With Investment Committee spport, evelop their Engineere Retirement Lifestyle Pln (ERLP) t their eployment Meeting, present their ERLP for jstments n greement Coorinte with internl tems to evelop, eliver, n implement the ERLP Gie clients throgh ccont setp, proct pplictions, n onboring Mintin momentm n ccontbility throgh every step of the enggement 'Own the client's experience' for their first fll yer Hnoff the client to or service tem once the reltionship is flly estblishe Wht Yo Bring MST lrey possess t lest one license:
- Series 65 (or willingness to obtin within 3 ys)
- Life & Helth License (or willingness to obtin within 3 ys)
2+ yers of experience in finncil vising, insrnce, or trst-bse sles Evience bility to emptheticlly le clients to sccessfl ecisions Strong orgniztionl hbits n ttention to etil CRM flency (HbSpot experience pls) Wht Yo Cn Expect Competitive rw-bse (pre-pi nerne commissions) compenstion strctre ntil ncppe triling commissions re greter thn the rw Tem-bse spport moel; yo're spporte t every stge of the client jorney Compny-generte prospects to spplement yor orgnic prospects Helth, entl, n 41(k) benefits with employer contribtions Worl Clss onsite Olympic weights, spin clss, & yog fitness clb Cler pth to vncement n leership for high performers How to pply Sbmit yor resme n short recore self-introctory vieo bot who yo relly re, why yo wnt to chnge the worl, n wht excites yo bot helping people tke ction on their finncil ftre. We work 9% of or time vi live n recore vieo. How yo present yorself on vieo is extremely importnt. If we re mze with yor thenticity n pssion, we will knock own brriers to schele n interview SP.
Leverge Plnners LLC is n Eql Opportnity Employer.
Slry $65, - $12, per yer
Financial Advisor 2026 (New Business) in bellevue at Unknown Company
This position is listed as full time and onsite.