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| Sales Management |
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Waddell & Reed Inc. |
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Morgantown-WV-USA |
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Posted: 05/01/2009 |
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Code: Morgantown |
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| Job
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| Job Description: |
Financial Advisor and Sales Management Opportunities
FINANCIAL ADVISOR, DISTRICT SUPERVISOR AND DISTRICT MANAGER OPENINGS
Leading, national financial services firm looking for experienced and successful financial services professional to join our client-centered financial planning team as a Financial Advisor, District Supervisor or District Manager in Monroeville, Pittsburgh, Greensburg, Cranberry, New Castle, Butler, Indiana, Johnstown, Altoona, Belle Vernon, Uniontown and Morgantown, West Virginia.
** District Supervisor & District Manager
Responsibilities:
· Personal sales production of mutual funds, insurance, and variable life/annuities
· Recruitment and development of additional financial advisors
· Assistance to Division Manager with management of sales office
Requirements:
· 3 – 7 years proven record of success in investment and insurance sales from a client-centered financial planning perspective; some management a plus
· Current industry licenses (Series 6, Series 63, Life & Health)
** FINANCIAL ADVISOR
We are also looking for successful sales people to join us as a financial advisor.
General Requirements for Financial Advisor Appointment
· US Citizen (Required)
· College Graduate or last semester college senior
· Current Financial Advisors and Insurance Agents
· Career Changers, Early Retirees, or recently downsized from another firm.
Strong sales and/or people skills, a genuine desire to help others, an interest in learning financial planning methods, and a personal commitment to becoming a professional in the financial services industry.
Attractive compensation package includes competitive commission and bonus schedule with override opportunity, full benefits.
Waddell & Reed is an advocate of change and we have benefited greatly from major innovations in the last decade. In the wake of that change, however, we have steadfastly held our course. A leader in the financial services industry since 1937, we will always be a company who serves our clients the way they want, need and deserve to be served. That is our one focus.
In addition, we are committed to supporting our financial advisors, as they are the core of our success. They are the reason for the tremendous client loyalty we have enjoyed for so many years and we recognize that without our family of successful and talented advisors, we are nothing. |
| Skills Requirements: |
Responsibilities:
· Personal sales production of mutual funds, insurance, and variable life/annuities
· Recruitment and development of additional financial advisors
· Assistance to Division Manager with management of sales office
Requirements:
· 3 – 7 years proven record of success in investment and insurance sales from a client-centered financial planning perspective; some management a plus
· Current industry licenses (Series 6, Series 63, Life & Health)
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| Employment Type: |
Full-time |
| Salary: |
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| Required Years of Experience: |
3 |
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