The Lead Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you!
Key Traits:
● Strong initiative
● Positive attitude
● Persistence
● An entrepreneurial perspective to build a client base
● Persuasive ability
Minimum Requirements:
● College degree preferred
● 3+ years of financial services experience with an emphasis on sales
● Life and Health Licensed; Series 65, or 66 and 7.
● Strong organizational, prioritization, interpersonal, and management skills
● Strong mathematical and analytical skills
● Excellent communication skills; both verbal and written
● Proficient with Google Suite
● Experience with Salesforce preferred, but not required
Position Responsibilities:
● Prepare, present, and implement customized financial plans
● Assist clients with annuities, life, and long-term care, and managing money
● Provide financial planning advice to include investment, insurance, and retirement
● Develop, manage, and retain strong client relationships
Income
$150,000 – $350,000
Money for Nothing
Three weeks of paid time off each year
Retirement
We offer Traditional and Roth 401(k)s with a company contribution of 3% regardless of team member contributions. We can also assist with funding a Traditional IRA or Roth IRA. We know a lot about money, it’s what we do!
Let’s Stay Healthy
Group health insurance plan with a great national provider network.
It’s the same health insurance that Tony has for himself!
We also pay 70% of health, dental, and vision premiums for employees and offer a complimentary $50k employee life insurance policy.
Hungry?
Free coffee, tea, sodas, water, and hot cocoa — all on-site
Want To Lend a Hand?
We support local charities financially and with paid time off to volunteer
Use The Force, Luke!
Mentorship is part of the deal. We want to help you as a person, not just as an employee. We’ll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We’ll even pay for your Certified Financial Planner® designation. Want to get your CPA license? Let’s do it.
How Do I Get There?
Waukesha location is just off the Guerke’s Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd
Let’s have fun!
Quarterly team lunches and team-building events off-site
Annual Team Holiday Party
Paid-for Annual Trips
Company hits our goals, let’s all travel together!