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Financial Advisor - Wealth Management

Company: CBIZ
Location: Kansas City
Posted on: April 9, 2021

Job Description:

Join an expanding Insurance and Risk Management firm searching for stellar Sales talent to expand and capture even more market share. Ideal candidates must have prior success cold calling business owners and C-Suite executives. Qualified candidates must be able to demonstrate success in this sales environment by showing consistent activity, persistence, and commitment to solving business problems and making sure that our solutions are in alignment with the objectives of the client in order to drive the business forward. Hunting, qualifying, and networking are premium skills needed to succeed in this role. We're looking for candidates to be able to immediately establish trust and confidence while exuding knowledge and passion about the solutions we offer. With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions:

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work--
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

    Essential Functions and Primary Duties
    • Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
    • Develop a Personal Development Plan annually outlining personal and professional goals for the upcoming year
    • Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources
    • Document activity, notes, and prospect data in appropriate CBIZ systems
    • Develop and present recommendations to clients based upon consultative selling approach
    • Appropriately close for new business, documenting won and lost opportunities, and reasons
    • Seamlessly transition sold clients to the designated client service team
    • Serve as client's valued advisor; building a strategic and personal relationship with key client decision-makers
    • As appropriate, work with the client service team to serve the client and retain business
    • Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence
    • Identify, initiate, and support cross serving leads to other CBIZ business developers
    • Responsible for meeting annual sales goals if applicable to the position
    • Additional responsibilities as assigned Preferred Qualifications
      • Bachelor's Degree in Accounting, Finance, or Business
      • Building financial plans for business owners and individuals
      • Experience managing Ultra-High Net Worth clients
      • Proven successful lead generation
      • Wealth Management experience selling to business owners, individuals, and C-Suite executives
      • Series 6, 7, 65, or 66
      • CFP Minimum Qualifications Required
        • High School Diploma or GED required
        • Some relevant industry experience
        • Must obtain required licenses/credentials
        • Superior command of verbal, written, presentation, and negotiation skills
        • Proficient use of applicable technology
        • Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
        • Must be able to travel based on client and business needs

Keywords: CBIZ, Kansas City , Financial Advisor - Wealth Management, Executive , Kansas City, Kansas

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