Financial Advisor

Company overview

Daybright is one of the largest independently owned insurance brokerage firms in the United States, delivering a comprehensive suite of employee benefits, compliance, and HR consulting services in addition to retirement solutions for both private and public sectors. Established in 2008, the firm now serves more than three million participants nationwide across K-12, Corporate, and Government markets. For more information, please visit www.daybright.com.

Opportunity

Daybright is actively seeking a Financial Advisor or professionals to join the Individual Financial Solutions segment within the Kades-Margolis Corporation team. Openings are available in Pennsylvania, and this role is remote with most candidates residing in Pennsylvania counties including Berks, Blair, Butler, Huntington, Northern Bedford, Mercer, and Lawrence.

The Daybright advantage

The focus is on a stable, well-defined market with protected territories that provide ample opportunities without cold calling. Kades-Margolis Advisors dedicate time to building relationships with centers of influence, delivering group presentations, and meeting individuals one-on-one to discuss wealth management and retirement planning. As Advisors establish themselves, they may be trusted with existing client relationships to accelerate growth. The sales model emphasizes relationship-building and leveraging networking and presentation skills within an endorsed market niche where clients are already seeking guidance.

What you will enjoy

• Unlimited compensation potential to expand your book of business with no cap on commissions
• Transition opportunities with no cold marketing required
• Remote field work arrangement
• Collaborative opportunities with established Advisors and existing client relationships, while developing new ones
• Marketing support to coordinate financial presentations, seminars, and client appreciation events
• Affinity prospecting through relationships within the served markets to generate effective leads
• Comprehensive, ongoing training and development covering systems, processes, products, and other role aspects
• Strategic business planning with the Sales Management Team based on the individual advisor and territory
• Initial licensing fees and E and O insurance paid for by Kades-Margolis
• Client Service Support Center with a dedicated Client Service Representative for various client service needs
• A culture that blends entrepreneurship with value-added benefits to support success

Job description

This role represents a distinctive worksite sales and marketing opportunity for the right Financial Advisor. Key responsibilities include:

• Interviewing clients to determine current income and expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other data necessary to develop a financial plan
• Assessing financial information to identify strategies that help clients meet their objectives
• Selling financial products such as investment advisory services, annuities, mutual funds, and insurance (licenses required)
• Engaging with the Pennsylvania education system to establish and cultivate relationships with centers of influence and employees to assist in retirement planning
• Reviewing client accounts and plans regularly to determine if life changes, economic changes, or financial performance indicate a need for reassessment
• Recommending strategies to help clients reach their goals, including cash management, insurance coverage, and investment planning
• Building and maintaining a client base, keeping plans current, and continuously recruiting new clients
• Answering client questions about the purposes and details of financial plans and strategies

The successful candidate will have

• Bachelor’s degree (Finance or a related field preferred)
• Excellent sales and communication skills
• Self-motivated with the ability to work independently
• Need to have or be willing to obtain (KMC will sponsor):
• College Graduates: SIE completion or in process
• Employed Candidates: Securities registration (FINRA SIE, Series 6 or 7 and 63, or 66). If licensed, must have a clean FINRA BrokerCheck
• PA Life & Health Insurance license

Job details

• Job Type: Full-time, Permanent
• Base Pay: From $50,000.00 per year
• Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Referral program
  • Retirement plan
  • Vision insurance
• Work Location: Remote