We are seeking an organized, motivated, and skilled sales professional looking for a great opportunity to apply their skills in leading the sales efforts of our three generation two office firm. Sales will include life, health, disability, annuities, and investment products as well as cross selling accounting, tax, payroll, and consulting services.
The Team Lead Advisor will be responsible for working with current clients and prospects to preserve and grow our existing book of business and clientele. Most sales activities will be focused on current clients in addition to non-cold-calling prospecting. Position will be responsible for obtaining new business sales and managing case flow, customer service, client CRM system, and assuring that the marketing plan is being followed and all regulatory requirements are met. The position will work with several other staff members and be responsible for leading the team to meet all sales goals and deadlines.
Location: Carlsbad & Artesia, NM
Submit Resumes via Adobe PDF or Microsoft Word attachment to: email@example.com
Access Wealth Management is a full service financial services firm serving people and businesses in Southeast, New Mexico. Products and services included financial planning, investments, insurance and group benefits.
Harvey & Simons, CPAs, LLC is a Certified Public Accounting firm with offices in Artesia and Carlsbad New Mexico. Harvey & Simons, CPAs, LLC provides accounting, tax, and consulting services to individual and small business clients in Southeast New Mexico.
Preferred Skills and Experience: