Become an ESW Advisor

Imagine a financial services firm where common sense and ethics rule the day vs. management overhang and embarrassing headlines.

Envision advising from a wealth management platform customizable for each client, one that’s driven by a conscientious, caring team.

Experience the freedom of removing sales quotas from the equation, becoming a true advisor to clients that matter.

By becoming an ESW Advisor you’ll educate and help families achieve the financial security that they need and desire. You’ll become a great asset to your community and when you see the difference that you make it’s more gratifying than you could ever imagine.

One benefit of being an ESW Advisor is that there is unlimited earning potential. You have the ability to set your own pace and establish your own income objectives. The greatest reward is the satisfaction achieved by helping your clients plan for a secure financial future.

At ESW, we have a rigorous training program. Even if you have prior sales or insurance experience, ESW University will set you up for success. You will have access to a proven lead-generation program, diversified insurance and financial products and opportunities for advanced industry education and recognition. You benefit from the significant investment ESW makes to highlight the brand and support agents through local marketing and advertising efforts.

We are seeking highly motivated professionals to attract new customers for our multimillion dollar portfolio. Tasks will include:

• Work autonomously, while being supported by a financial services leader.
• Proactive, business development calls to prospects and clients.
• Presentation of solutions to clients and prospects through face-to-face meetings.
• Evaluate your client’s financial situation and identify investment objectives through a comprehensive and customized financial planning process.
• Recommend appropriate solutions and monitor portfolios for economic changes and adjustments in your client’s needs and objectives.
• The position requires superior problem solving, writing, organizational, and analytical ability; proven project management skills, and a strong attention to detail.

 

The requirements for the position are:

• High School Diploma or GED
• BS/BA preferred
• Previous Financial Services Experience Preferred
• Trainable and willing to both work and teach company proven methodologies.
• Self-motivated
• Neat and professional appearance and presentation
• Should be able to develop their own network/clientele
• Reliable transportation
• Extensive travel may be involved.

 

The firm offers an array of benefits, a collegial working environment, and an attractive compensation package. To apply, send a resume and cover letter to careers@eswfg.com. ESW Financial Group LLC., Inc. is an Equal Opportunity Employer.