7 days old

401K Advisor

Kelly Services
Winter Park, FL 32789
401K Advisor needed in Tavares or Winter Haven, FL This is a DIRECT HIRE position with a stable and rapidly growing business.

Salary will start at $80/K (80k as an initial base with up to 60% payout on new revenue brought in, depending on the source. The idea would be that the base goes away once production breaks even and then you would be paid as 100% commission/production)

The 401k Advisor will prospect, identify and close new opportunities to expand nationwide. This role is primarily responsible for selling 401 K plans to corporate buyers and managing the business relationship to ensure high client retention.

**_If this role interests you, and you have an existing book of business to bring with you, we welcome the opportunity to speak with you. Please email your resume directly to me:_** **_wendy.dees@kellyservices.com_** **_. Tell my why you are perfect for this role, and I will be sure to follow up expeditiously._**

Specific Duties include, but are not limited to:

+ Sell 401 k plans to corporations and promote utilization among participants

+ Transition participants to assigned silo and assist with account setup process

+ Serve as direct point of contact for corporate decision makers

+ Responsible for managing ongoing relationships with existing clients

+ Create and spearhead sales development process including sales strategy, lead generation, prospect management, value proposition/positioning, appointment setting and development of sales collateral

+ Build and manage target list of prospects to establish and close business opportunities Implement a client referral program to generate warm leads

+ Meet activity, performance and gross profit objectives established by CEO, COO

+ Track activity and account progression in Salesforce

+ Submit weekly, monthly and annual reports

+ Participate in networking and professional development organizations related to the industry


+ 1 to 3 years consultative sales experience with proven success, preferably in the financial services industry

+ Bachelor s degree preferred

+ Current licensing a must

+ Series 65 Certification preferred

+ Strong business acumen

+ Able to establish and maintain strong client relationships

+ Excellent presentation and communication skills phone, written, verbal

+ Strong research and lead generation skills

+ Experience working with a Customer Relationship Management

+ CRM application, preferably Saleforce

+ Results-oriented and money motivated

+ Able to work effectively as part of a team

+ Able to successfully manage buyer objections

+ Resilience and persistence in the face of rejection

+ Understands and utilizes consultative selling techniques

+ Self-motivated, self-directed and organized

+ A positive attitude and go-getter interested in growth potential

+ Possesses confidence, professionalism and integrity

+ Able to communicate effectively at all levels of an organization

+ Must be a problem solver and able to make decisions quickly

+ Comfortable using emerging technologies to support business development efforts, including but not limited to Salesforce, MS Office 365, Outlook Email, and Social Networking platforms LinkedIn, Twitter, etc.


+ Meet activity, performance and gross profit objectives

+ Generate warm leads to expand Edge Solutions participants

+ Expected to close 10 million of new business per quarter

+ Manage top prospects list, activity and opportunities in Salesforce

+ Complete weekly, monthly and annual performance reports

+ Attend 1 to 2 networking or development activities per week

+ Manage existing client relationships in addition to growth agenda initial salary range

**Why Kelly** **** **?**

Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2022-08-01 Expires: 2022-09-01

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401K Advisor

Kelly Services
Winter Park, FL 32789

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