Rochester, MN30+ days ago
p>• Complete Baird sales training and consistently achieve new client asset and revenue growth goals • Independently source, prospect, and close new business through networking, target markets, and referrals • Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage-to-fee conversions • Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects • Build long-term growth through COI development, referral and NextGen campaigns, and independently running mid- to top-tier client meetings. What You'll Bring to Baird:
• Bachelor's Degree • Minimum 3 years of professional experience prior to entering the four-year development path • Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance • Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP) • Entrepreneurial mindset with a focus on quality new client acquisition • Strong interpersonal, communication, and presentation skills • Coachable and collaborative team approach • Ability to build trusted relationships with clients and team members.