About the Job
Achieve your personal & financial success in a career where: “We believe in protecting a family’s financial future and educational goals with a conservative risk free approach.”
Position: Account Executive {part-time or full time positions available}
Our Opportunity
Be in business for yourself…but not by yourself! Are you an “A” Player, looking for a dynamic opportunity to advance your skills and career in a growing market? Come join our growing practice. We are a financial services company currently seeking an Account Executive to support our growing network of families. We take an unconventional approach to help families build a holistic, resourceful and accountable plan to financial independence. One of the many ways we help ensure your success is BY PROVIDING OUR AGENTS WITH LEADS, so they can focus 100% on our clients!! Full-time positions offer Group Health, Life & disability benefits.
Position Details:
As an Agent Advisor, you will manage the entire client sales process; ultimately designing a long term financial solution.
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Accountable for meeting and exceeding established sales, production, retention objectives and results.
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Optimizes lead conversion through an educated and consultative “sales” approach
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Conducts client fact finding and financial planning solutions meetings
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Builds and maintains strong working relationships with prospects and clients; cultivates referrals
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Develops life & Annuity product based solutions & strategies to meet the prospect’s needs
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Conducts follow up communication associated with inquiries, plans & services
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Uses a variety of communication and tools (phone, email, webex) to complete follow up on inquiries, present our
Position Requirements:
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Demonstrates passion for working with clients and developing financial solutions
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Must have an active Life Insurance License (or the ability to obtain one).
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We are open to training, but ideal candidate will have 1-2 years of experience working with Life Insurance products, a
background with Whole Life, Universal Life and Fixed Annuity products.
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Demonstrate the ability to follow our proven sales processes and practices
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The ability to work in a fast paced, multi-functional focused position
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Meet the established productivity standards and timelines for responding to agent needs & inquiries
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Demonstrates strong written and verbal communication skills, responding accurately and timely to all inquiries
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Must be seasoned communicator and presenter
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Strong computer skills; using web based applications, outlook/email and basic Microsoft office Suite
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A high degree of accuracy and details in completing quality work
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High degree of integrity and ability to manage confidential client and business information
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Potential travel to local seminar events and evening hours will be required.
We are committed to creating unique and rewarding consumer experiences. At Ecliptic Financial Advisors, Inc. you will have theprivilege of working with families to help them find the most affordable way to maximize their child’s college education. As one of the top college funding practices in the country – and one of the largest in New Jersey, the firm has its roots in the financial services industry. John Tillman President of Ecliptic Financial Advisors, Inc. started in financial services in 1986, and started to specialize in financial planning for college in 1998. By 2000, we were a member of the National Association of College Funding Advisors and have been ranked as one of the top planners in the country for the past ten years. As an expert in the field, we meet four times a year with other planners to discuss college financial aid issues as well as changes in the industry, and John speaks at many events to train new college aid planners.
Ecliptic provides a wide range of workshops for parents interested in exploring a variety of college-aid topics. In addition, the firm offers a free one-hour consultation packed with useful information for workshop attendees. Because Ecliptic Financial Advisors specializes in college preparation as well as funding, they help families determine the best path forward based on their interests and talents.
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