Do you love to network, meet new people and make connections? Would you like to be an entrepreneur? Then this opportunity might be a great fit for you!
We offer financial services; therefore, many times people mistakenly think the only role available on our team is that of a Financial Advisor. However, we pride ourselves in having a different approach to getting our message out there and finding individuals, families and businesses to help.
A Team Approach
Our team consists of Financial Advisors, Business Development Advisors and Support Staff. The Business Development Advisors focus on networking and finding people to help, they love connecting with people and building relationships; the Financial Advisors create the financial plans, they love details, finances and planning, while the support staff do just that, they support the advisors and keep the back office going. This makes it so that each member of the team can focus on doing what they love and are successful at!
How It Works
You, as the Business Development Advisor, would spend your time in the community networking and meeting people. Simply set up the first appointment for a potential client with the Financial Advisor. If you choose, you may attend the meetings with the client. The Financial Advisor takes it from there, they get to know the potential clients, gather facts, do the analysis and planning then have the follow up appointment. The support staff is there at every step, assisting and making sure all the back office needs are taken care of.
Sounds pretty great, huh? All you have to do is meet people and set up the appointment! But how do you get paid? The Business Development Advisor shares compensation on the business that is written. That means you receive a percentage of any compensation including Insurance Business and Investment Accounts.
How to Become a Business Development Advisor
To become a business development advisor, there are a couple things that are required. In order to share compensation, you need to have the proper licensing. For insurance business an insurance license is necessary. For investment business a Series 65 investment license is needed. These may be obtained online or in a local class. Once you have your licensing, you complete your affiliation and can then get started.
At Du Charme Financial Group, a branch of Global View Capital Advisors, we strive to set ourselves apart in the community. Our team is made up of people who are wanting to do right by our clients and help those in our community. My motto is "Doing the right thing is always right". We will always do what is in the best interest of our clients and we work together as a team to help our clients and each other. If you would like to learn more about "Our Why", I invite you to read our "About Us" page.
Are You Ready to Take the Next Step?
Does this sound like an opportunity you would like to learn more about? I would love to meet with you and discuss this opportunity in greater detail. Please contact us to make an appointment. I look forward to meeting with you!