Lead Sales Advisor

Job overview

The Lead Sales Advisor role is onsite in Buffalo Grove, IL. Compensation is not specified; the posting describes a competitive base salary with a team-based bonus structure. Career Crunch provides qualified appointments through dedicated marketing and lead development teams, with planning and service teams supporting ongoing client needs. The advisor meets prospects, identifies financial goals and planning needs, and presents tailored recommendations to convert qualified opportunities into long-term client relationships. The role also supports implementation, client service, compliance, and production goals without requiring the advisor to generate their own leads.

What you'll do

• Meet firm-provided prospective clients
• build client relationships
• conduct discovery and fact-finding
• identify goals and planning needs
• present customized financial planning recommendations
• develop initial retirement, investment, and income strategies
• recommend solutions when appropriate
• acquire assets under management and insurance business
• collaborate on implementation
• meet compliance and documentation requirements
• maintain CRM workflows and client service standards.

What we're looking for

Skills & competencies

lead sales advisor

buffalo grove il

career crunch

full-time

onsite

financial planning

wealth management

qualified appointments

client relationships

retirement planning

series 65 or 66

illinois life and health license

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k), 401(k) matching, health, dental and vision insurance, paid time off, paid holidays, mentoring, professional development, and potential hybrid work eligibility.

Why this role

Requires 3–5+ years of client-facing financial planning, wealth management, or advisory experience; Illinois Life and Health License; Series 65 or Series 66 and Series 7 combination; bachelor’s degree. Hybrid eligibility may begin after six months, subject to role requirements and approval.

About the employer

Career Crunch is hiring for this role. Industry: Sales Financing. Sector: 52.