Financial Advisor - Associate

Join a team that invests in your growth from day one. This entry-level Financial Advisor Associate role includes training and ongoing development to strengthen sales techniques and product knowledge. You will support business growth through client engagement, lead generation, and outside sales, while working in a hybrid setup in Fargo, ND (58103).

Compensation for this full-time position ranges from $80,000 to $105,000 per year, with a flexible schedule to help you balance your work life. You will also have access to a competitive benefits package, including retirement and insurance options.

Responsibilities

• Develop and maintain client relationships using effective territory management and account management practices.
• Perform outside sales activities, including cold calling and direct outreach, to generate new business opportunities.
• Conduct product presentations for prospective clients, clearly communicating the benefits of the offerings.
• Work with marketing teams to align lead generation and customer engagement strategies.
• Use CRM software (including Salesforce) to track sales activities, manage customer interactions, and analyze sales data.
• Identify upselling opportunities by recognizing additional needs for existing clients.
• Deliver exceptional customer service throughout the sales process to support satisfaction and retention.
• Participate in ongoing training and development to improve sales execution and product knowledge.

Requirements

• Strong sales background, with a focus on outside sales.
• Strong negotiation and customer service skills.
• Experience in outside sales or B2B and/or B2C sales is highly desirable.
• Familiarity with CRM tools for managing leads and customer interactions.
• Strong analytical skills to assess market trends and uncover new opportunities.
• Proven ability in negotiation and closing deals.
• Retail sales or inside sales experience can be beneficial.
• Demonstrated business development capability, including lead generation and territory sales management.
• Excellent communication skills with an emphasis on customer service.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance