Lead Sales Advisor, Financial Planning

Job overview

The Lead Sales Advisor role is onsite in Buffalo Grove, IL. Compensation is not specified. The posting identifies the job function as finance and describes collaboration with planning and service teams. The advisor meets qualified prospective clients, understands their financial goals, and presents tailored retirement, investment, and income-planning recommendations. The role builds long-term client relationships while maintaining CRM records and meeting compliance and business goals; the posting states that qualified appointments are provided and there is no cold calling or self-generated prospecting.

What you'll do

• Meet qualified prospective clients and understand their financial goals
• present customized retirement, investment, and income-planning strategies
• recommend investment, insurance, and retirement solutions
• build client relationships and convert prospects into long-term clients
• collaborate with planning and service teams
• maintain CRM records and meet compliance and business goals.

What we're looking for

Skills & competencies

lead sales advisor

financial planning

buffalo grove il

aihr enterprises

full-time

retirement planning

investment planning

income planning

client relationships

crm

illinois life health license

series 65

series 66

series 7

Work arrangement

• Weekend coverage required

Why this role

Qualified appointments are provided by marketing and lead development teams; no cold calling or self-generated prospecting.

About the employer

AiHR Enterprises Pvt Ltd is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.