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Form of workAre you ready to embark on a rewarding career in sales with a dynamic and reputable firm? Anderson Advisors is seeking a Business Advisor to join our team. As a Business Advisor, you will play a pivotal role in assisting clients in achieving their financial and asset protection goals. This position offers an exciting opportunity for personal growth and career advancement in the field of business consulting.
Compensation:
- Base salary ($35,000) plus uncapped bonus program offers a competitive compensation plan
- Full healthcare benefits, at no cost to the employee
- Robust Training that includes a comprehensive 5-week program with ongoing continuing education thereafter. Our Business Advisors are on a higher base salary during training until bonuses kick in.
Job Responsibilities:
- Complete initial training and obtain the Anderson Business Advisor Certification
- Conduct strategy sessions with prospective clients to understand their situation and identify their needs.
- Work with prospective clients who have attended our Partner-led virtual events or engaged with our various educational material (the position does not involve any cold calling)
- Attend company virtual events (either live or replay) and view/listen to Partners's YouTube channel content and podcast content to keep current and constantly learning
- Draw the initial asset protection blueprint tailored to each client's specific assets and needs.
- Responsible for working directly with clients through the sales process from initial consult, and strong follow-up, as well as answering any questions that may arise about Anderson products or services.
- "Tee-up" prospective clients, after initial call, with an experienced Senior Advisor (who will assist with advice and entity structuring). T-ups primarily occur during training to ensure accurate client advice and ongoing BA learning and education.
- Consistently update Salesforce with client notes
- Manage existing client relationships, respond in a timely manner, with accurate information and the utmost professionalism
- Consistently reach and or exceed monthly goals & company objectives
Position Requirements:
- Bachelor's Degree required
- Two+ years sales experience with financial services products, insurance, banking, legal or other professional services
- Ability to work a schedule that includes some Saturdays
- Identify strongly with our Company's core values Integrity | Resilient | Driven | Innovative | Conscientious
- Proficiency with G Suites (including GMail, Slides, Docs and Sheets) and Salesforce
- Ability to prioritize and complete work in a timely manner with attention to detail and accuracy
- Excellent customer service and interpersonal skills
- Strong written and verbal skills a must.
- Self-motivated, independent thinker who likes to learn fast and achieve individual goals
- Strong sales skills (discovery and closing techniques) with a customer-centered approach and phone skills
- History of punctuality and good attendance
- Fun, energetic, collaborative, and competitive personality
- Bilingual a plus (English/Spanish) preferred
Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 4 years in a row!
Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, and 2023 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.
Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.
At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.
We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
Anderson Advisors offers robust benefits including:
- Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
- Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
- Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage-all provided at no cost to you.
- Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
- Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
- Stay active with a $35 monthly gym membership subsidy.
Please note that a full background check, drug screen, internet, and social media search are required for employment. Anderson is an equal opportunity employer, committed to diversity and inclusion as defined by the EEOC.
