Client Acquisition Advisor at Retirement Income Source SFG

Londonderry, New Hampshire, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Oct, 26

Salary

0.0

Posted On

14 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Engagement, Closing Business, Financial Planning, Interpersonal Communication, Microsoft Office Suite, CRM, Customized Financial Solutions, Industry Regulation Knowledge

Industry

Financial Services

Description

Description POSITION: Client Acquisition Advisor Location: Londonderry, NH FLSA Classification: Exempt Who We Are At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. Position Summary Due to significant growth, we are seeking an experienced Financial Advisor to join our team. In this role, you will focus solely on client interactions and closing business, as our dedicated marketing team will handle all prospecting, cold calling, and lead generation. Leads will be booked directly into your calendar, allowing you to concentrate on what you do best: meeting clients and providing outstanding service. Key Responsibilities Engage with clients to understand their financial needs and develop customized solutions. Close new business opportunities without the burden of prospecting or marketing. Collaborate with our strong support team to enhance client service and satisfaction. Maintain up-to-date knowledge of industry trends and regulations. Requirements Must-Have Qualifications Industry Experience 3-5 years of experience as a Financial Advisor. Background and Education: Series 65, 66, and/or CFP Proven track record of client engagement and closing business. Strong interpersonal and communication skills. Ability to thrive in a collaborative environment. A passion for helping clients achieve their financial goals. Technology Expertise: Microsoft Office Suite CRM knowledge preferred Physical & Work Environment Requirements Ability to work for extended periods at a desk using a computer. Ability to lift up to 20 pounds if/when necessary. Routine use of telephone and email. Office-based role with potential travel to conferences, events, and satellite offices as needed. Benefits We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including: 100% employer-covered medical benefits and HRA account Dental & vision plans Short and long-term disability insurance PTO + 10 NYSE company holidays per year 401K with company match program Free onsite parking Company-provided laptop and required technology

Responsibilities

The advisor will focus on meeting with clients to understand their financial needs and closing new business opportunities. They will collaborate with a support team to enhance client satisfaction without the need for prospecting or lead generation.