Financial Services Sales Executive - AssuredPartners

The Financial Services Sales Executive is responsible for managing investments for group retirement plan accounts and for new and existing individual clients.  The Financial Services Sales Executive is a sophisticated sales position, demanding the ability to cultivate relationships with corporate and union clients and high net worth individuals, and also to make sound decisions in investing client funds for maximum returns.  This role requires extensive expertise in securities trading and asset management.

The Ideal Candidate

• An excellent problem solver, you thrive on making customers happy and coming up with great solutions
• You have a strong sense of team work, and you are highly communicative
• You are equally strong in facing customers and being highly analytical and detail oriented

If this sounds like you, we invite you to keep reading and apply!

• Cultivates and maintains relationships with trustees of retirement and other investment funds.
• Pursues new sales opportunities and maintains a network of high net worth individuals as investment clients.
• Keeps abreast of the financial markets on a daily basis, as well as any news, events, or legal regulations that may impact the value of any funds or investments managed for clients.
• Responds quickly and prudently to market information and maximizes opportunities for client and AssuredPartners financial gains.
• Processes investment transactions for retirement funds and individual clients, in accordance with FINRA and other applicable regulations, as well as Kestra Financial protocols and requirements.
• Takes meetings with various fund trustees, plan participants, and individual clients in the office or at other locations as needed.
• Communicates with and directs the Administrative Assistant(s) assigned to the RIA to ensure accurate financial accounting, file-keeping, client communication, and compliance.
• Researches information, resolves any outstanding client, transaction or paperwork issues.
• Keeps client and company information confidential
• Other duties as assigned.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

• 5+ years of asset management and/or securities trading experience, with a proven track record of success, required.
• Four Year college or university degree with course work in Finance, Economics or a related field, or equivalent combination of education and work experience required.
• Life and Health Insurance license required.
• FINRA Series 6 and/or 7, 65 and/or 66, and 63 licenses required.

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!