A successful financial services firm in the Westbrook, CT area is seeking an appointment setter. This position includes sales, business development, event facilitation, calendar management, and appointment setting.

Job Responsibilities:

• Preparing and setting up for workshops
• Confirming with attendees for workshop attendance
• Facilitating workshops, ensuring they run smoothly
• Following up after workshops, calling attendees to schedule appointments with advisors
• Much of the day spent on the phone

Job Requirements:

• Strong communication skills, both written and verbal
• Attention to detail
• Ability to build rapport with clients
• Strong sense of follow through
• Proficiency in MS Suite, Internet Applications
• CRM experience
• Task prioritization
• Office experience
• Ambition to grow
• Associates degree or bachelor’s degree

Salary is dependent on experience, plus bonus.

*Note: This is not a marketing position in the creative sense, as in digital marketing or social media, but rather a well-planned system to drive business to the firm, requiring the right candidate to implement the system.

A rapidly growing FMO/IMO company in the Fort Lauderdale, FL area is looking for a licensing coordinator to join their team. This individual will perform a wide variety of administrative duties to support the licensing and contracting of financial advisors who join the company.

Job Responsibilities

• Coordinate with recruiting department to obtain all necessary required documents from new recruits in order to appoint them with selected insurance carriers.
• Process and ensure the accuracy of all insurance appointment paperwork.
• Monitor progress of appointments and completion of the recruits’ required training for the various insurance carriers.
• Maintain detailed weekly report for management that addresses individual agent licensing progress along with reasons for any delays.
• Serve as liaison to internal agents, updating state license information and providing them with product training instructions, notification of deadlines for state license renewals, E&O Insurance and Anti-Money Laundering requirements.
• Support both internal and external advisors’ requests regarding licensing/contracting issues.
• This person may also be responsible for additional projects and duties as periodically assigned.

Job Qualifications

• Contracting experience with insurance carriers and financial advisors is required.
• Knowledge of field marketing organizations and hierarchy
• Excellent organizational skills and attention to detail
• Highly organized, detail-oriented with good follow-through habits
• Dependable, professional, and accurate
• Strong service orientation/good listening skills, patience, and creativity
• Proactive in problem solving
• Strong computer skills (minimum Outlook, Word, Excel)
• Confident and effective communication skills
• College education

Benefits

• Health/Dental/Vison
• Life insurance/Short and Long-Term Disability
• Paid time off
• 401K

Are you a significant producer in your agency? Are you an independent producer receiving little support from the carriers you write business with? Grayling Associates can help you to negotiate the best possible deal for your specific needs. We specialize in helping the high-end producer maximize earnings, work more effectively and provide top-flight products to clients. Give us a call to discuss your business and how we can help you to grow. Options available throughout the United States.

Independent bank based out of West Palm Beach, FL branch is looking for a quality Financial Advisor to work with their clients. The value to an advisor is the quality client base the advisor will have access to. Besides the tellers and loan officers, they have Commercial Bankers that will drive most of their high-end quality leads to this new advisor. The bank's leadership is very committed to helping the advisor to drive sales through the bank customers. There is great leadership in the region that is focused on driving leads to the advisor.

One of the largest regional banks in Texas with branches throughout the state is looking for a quality advisor to work in their 4 branches in Liberty, Hardin, Huffman and China, Texas. These 4 branches have approximately $400MM in deposits.  The leadership team is very supportive of driving business with incentive programs that encourage employees of the bank to refer new clients to the advisor. The new advisor will inherit approximately $137MM AUM which currently generates over $400K in T12.

Benefits from the bank include unlimited Marketing Budget, Cell Phone Allowance, Laptop, business related expenses covered and many more perks.  This territory also has an existing book of business that the new advisor will inherit.

Independent bank based out of Tallahassee, FL branch is looking for a quality Financial Advisor to work with their clients. The value to an advisor is the quality client base the advisor will have access to. Besides the tellers and loan officers, they have Commercial Bankers that will drive most of their high-end quality leads to this new advisor. The Bank is very committed to helping the advisor to drive sales through the bank customers. There is great leadership in the region that is focused on driving leads to the advisor.

Independent bank based out of Pensacola, FL branch is looking for a quality Financial Advisor to work with their clients. The value to an advisor is the quality client base the advisor will have access to. Besides the tellers and loan officers, they have Commercial Bankers that will drive most of their high-end quality leads to this new advisor. This bank is very committed to helping the advisor to drive sales through the bank customers. There is great leadership in the region that is focused on driving leads to the advisor.

One of the largest regional banks in Pennsylvania with branches throughout the state is looking for a quality advisor to work in their 2 branches in Harrisburg, one in Cumberland and one in Camp Hill. This branch has already forwarded over 100 referrals YTD.  The leadership team is very supportive of this program with a goal of doubling revenue over the next couple of years. 

Benefits from the bank include unlimited Marketing Budget, Cell Phone Allowance, business related expenses covered and many more perks.  This territory also has an existing book of business that the new advisor will inherit.

Regional bank based out of Pennsylvania with 22 branches is looking for a quality Financial Advisor to work with their clients. The value to an advisor is the quality client base the advisor will have access to and in this case an existing book of business. Besides the tellers and loan officers, they have two Commercial Bankers that the advisors will partner with which will drive most of the high-end quality leads to this new advisor.

Independent bank based out of Naples, FL branch is looking for a quality Financial Advisor to work with their clients. The value to an advisor is the quality client base the advisor will have access to. Besides the tellers and loan officers, they have Commercial Bankers that will drive most of their high-end quality leads to this new advisor. Bank leadership is very committed to helping the advisor to drive sales through the bank customers. There is great leadership in the region that is focused on driving leads to the advisor.

Regional Bank based out of Louisville, KY is looking for a quality Financial Advisor to work with their clients. Locations of branches include Louisville and Frankfort. Besides the tellers and loan officers, they have Commercial Bankers that the advisor will partner with which will drive most of the high-end quality leads to this new advisor. They will also have access to all of the bank clients.

Independent Bank based out of Pennsylvania is looking for an advisor to join them to work in the Lehigh Valley market. This includes branches in Emmaus, New Tripoli and Orefield. This independent bank has over $550MM in deposits and are growing at a 20% rate every year. This bank has an existing book of business that the new advisor will inherit which includes approx. 170 clients. 

The Bank leadership is very supportive of driving business to the Financial Advisor. Benefits from the bank include Marketing Budget, Cell Phone Allowance, Laptop, and Business-Related Expenses covered and many more perks.

Regional Bank based out of Lehigh Valley, PA is looking for a quality Financial Advisor to work with their clients. Locations include nine branches in Bethlehem area, and two branches in the Allentown area.

The value to an advisor is the quality client base the advisor will have access to and in this case an existing book of business. Besides the tellers and loan officers, they have four Commercial Bankers that the advisors will partner with which will drive most of the high-end quality leads to this new advisor.

Independent bank based out of Fort Lauderdale, FL branch is looking for a quality Financial Advisor to work with their clients. The value to an advisor is the quality client base the advisor will have access to. Besides the tellers and loan officers, they have Commercial Bankers that will drive most of their high-end quality leads to this new advisor. The bank's leadership is very committed to helping the advisor to drive sales through the bank customers. There is great leadership in the region that is focused on driving leads to the advisor.

A Fayetteville, AR Bank is looking for a quality Financial Advisor to work with their clients. The value to an advisor is the quality client base the advisor will have access to. Besides the tellers and loan officers, they have Commercial Bankers that will drive most of their high-end quality leads to this new advisor. The bank's leadership is very committed to helping the advisor to drive sales through the bank customers. There is great leadership in the region that is focused on driving leads to the advisor.