We are always searching for new and innovative talent!
Locally owned and operated Brokerage General Agency that provides training, marketing and case management support to Professional Financial Advisors. From marketing platforms, sales concepts and product training, to working directly with the product carriers, we are the infrastructure instrumental to our team of Financial Advisors success.
Are you hard-working, results driven, team oriented and reliable? If so, we would love to hear from you! Peak Pro Financial is always searching for new and innovative talent. Submit your resume and tell us a little about yourself via the form below:
Sales Development Advisor: Train and recruit Financial Advisors to sell career changing concepts and products.
SDA Job Duties: Including, and not limited to. . .
-Recruit new agents to contract with our preferred carriers
-Provide training to our agents and help manage their book of business
-Data Entry; CRM system, Excel and Server Updating
-Meet training and production benchmarks
-Policy / Case Design using guidelines provided
In order to be considered for the ANY position, you must be able to:
-Speak clearly and professionally on the phone to other professionals in our field
-Send out clean and concise emails with excellent grammar skills
-Operate a computer, the internet and Microsoft applications without assistance
-Keep yourself organized and help the business stay organized
-Handle a fast paced environment
-Be friendly and communicate well with our clients and with other office colleagues
-Accept and seek out feedback/constructive criticism when it’s given. Grow from it.
-Dress for success every day and present yourself in a neat, clean & professional manner
-Learn your position and cross-train in other departments
-Stay off your cell phone and other social media sites while working
-Hold yourself accountable
-Show up to work at least five minutes early every day, dressed professionally and ready to work immediately
If you’re a hard worker, intelligent and motivated… then send us your resume. We will determine if you are a qualified candidate for the position based on your professional appearance and background.
Please Note: We perform background checks on all potential applicants!
If you are experiencing difficulty with uploading your files, please email direct to firstname.lastname@example.org.