Sales Advisor - Eagle Strategies LLC

A Sales Advisor helps individuals, families, and businesses make sound financial decisions. This role blends sales, relationship-building, and financial consulting—with an emphasis on insurance, retirement planning, investment strategies, and wealth management. Key Responsibilities Client Relationship Development Build and maintain long-term relationships Network and prospect (referrals, events, LinkedIn, etc.) Conduct needs-based consultations to understand client goals Training & Support Our firm has its own University with a formal development program Mentorship: You’ll often be paired with experienced sales advisors Back-office support: Underwriting, marketing tools, technology Path to specialization: You can focus on working with niche markets: business owners, estate planning, etc. Compensation Structure Commission-based + bonuses + renewals (ongoing income from prior clients) Average first year income: $80,000 - $120,000 Residual income begins in year two for all clients serviced in the prior year, providing ongoing earnings from previously established business. Career Path & Advancement Move into management roles (e.g., Partner, Senior Partner) Specialize in advanced markets, business planning, or wealth strategies Opportunities for designation support (CLU®, ChFC®, CFP®, etc.)

Open the Door to Sucess Start and Launch your Career Helping People Build Their Future Rankin Financial Services everyday is to help everyday people make smart financial decisions. Family Protection with insurance, setting and achieving wealth goals (wealth growth) through investments, finding the right mortgage on a dream home, getting the best auto/home coverage available for our clients. We are seeking a motivated and detail oriented entry level financial adviser to join our team. No prior experience in financial advisory is required; we provide a structured training program to help you obtain the necessary licenses and develop the skills for a successful career. What You'll Be Doing While you build your Career Helping People Build Their Future Mortgages • Assist clients with understanding mortgage options and application process, • Support mortgage advisors with document collection and lender communication Insurance • Guide clients through policy options in life, health, home and auto, • Process application, renewals,transfers and claims with attention to detail and compliance, • Deliver, review, explain policies Investments • Help clients with account on-boarding and portfolio updates, • Work closely with investment advisors to ensure smooth transaction and excellent care, • Maintain good professional client relationship