Florida Financial Advisors reviews

No base salary, Hard to get clients

300 calls/10 appointments a week minimum - the job can be a GRIND No benefits, base salary, or 401k. Independent contractor type of job It's kind of a start up You usually don't make much money in the beginning. Success comes not at all then all at once. Here's what you'll do: 1. Download target contact info from websites that sell this information (Zoominfo.com) 2. Add these people on LinkedIn 3. Cold call them offering financial advice 4. Run them through a series of meetings and make recommendations on product (usually annuities, insurance, or managed money) 5. Repeat forever Your job starts out cold calling and setting meetings to be run by managers in the office (who take a small cut of the sale but close the business). Once you get good at that you start running meetings yourself and get the opportunity to make a cut of others sales. Eventually you get given a team who you run their meetings but this could be almost anytime, even weekends. Not much work/life balance but you could make good money once you start running meetings for your team.