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Investment Advisor Sales Specialist

Jacksonville, FL 32256

Posted: 11/13/2023 Career Field: Administrative Job Number: 12328

Job Description

Our client is a retirement financial services company is a fast growing team throughout FL. They are seeking a sales enthusiast who is looking to grow their career in the financial services industry (no financial experience necessary!)

Job Title: Annuity and Investment Advisor Sales Specialist/Assistant
Locations: Jacksonville, FL and The Villages, FL
Who You Are:
An organized, detail-oriented professional passionate about supporting the delivery of top-tier annuity and investment financial planning services. You bring a unique blend of administrative prowess, industry knowledge, and interpersonal skills to enhance client experiences. You're eager to be an integral part of a team dedicated to guiding clients through their retirement journey.

Key Responsibilities:
  1. Meeting Facilitation: Attend client meetings, ensuring thorough documentation of discussions and action items. Your notes will be the foundation for follow-up tasks and strategies.
  2. Scheduling and Coordination: Manage the planner's calendar efficiently. Schedule and confirm client meetings, ensuring all parties are informed and prepared.
  3. Client Communication: Serve as a liaison between clients and the advisor. Address queries and provide information as needed, maintaining confidentiality and professionalism.
  4. Administrative Support: Assist in the preparation of financial plans, reports, and presentations. Ensure meticulous record-keeping and data management.
  • Proven experience in an administrative or support role within financial services.
  • Sales experience following and sourcing leads, cold calling, and successfully setting appointments. 
  • Self-motivated to grow your client connections and nurture relationships
  • Excellent communication and interpersonal skills.
  • Proficiency in office software and financial planning tools 
  • Strong follow-up and organization skills - working with hundreds of clients!

Preferred but not required: 

You're adept in navigating the intricacies of life insurance and annuities, backed by relevant licensing. Your Series 65 credential reflects your commitment to upholding fiduciary standards.
  • - Life and Annuity Licensed.
  • - Series 65 Licensed.

Apply today or reach out to Jasmine Weber -

Additional Information

About ROLINC Staffing:  Connecting great job seekers with great companies along the Colorado Front Range and beyond! ROLINC Staffing provides targeted talent solutions for manufacturing, distribution and construction companies as well as government facilities, and helps career-seekers find jobs within those industries.  ROLINC also offers solutions for HR, safety, cost containment and other employment solutions and best practices.   Founded in 1991 in Englewood, CO, ROLINC was a firm ahead of its time trying to connect businesses with qualified candidates through an exclusive online network: Resumes On-Line, Inc. (ROLINC). In 1993, we transitioned away from the online database model. Instead, we focused on becoming a niche staffing firm, moving into the skilled trades, construction trades and industrial services.   Reach out to ROLINC today if you are pursuing a position that uses your targeted skills. We strive to hit the mark!

Meet Your Recruiter

Jasmine Weber

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