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Financial Services Sales Specialist – Titan Advisory Firm, Portage, Michigan 49002

Portage, Michigan 49002
Job Type:
Job Status:
Full Time
  • Customer Service
  • Financial Services
  • Insurance
  • Marketing
  • Sales
  • Accounting
  • Legal
  • Retail / Wholesale
Titan Advisory Firm

Job Details

Hours and Compensation Structure:  Full Time, Weekends Possible, Salary


Advance (18 month): $5,000 per month

Optional Benefits: Health Care after 90 Days, Pension after 1 Year, SEP IRA, LLC, Dental, Optical

Paid examination for state and federal licenses.

Experience and Education

Minimum 2 Years of Sales, Business Ownership, Sales Management, accounts receivable OR  with 4 Year Degree in Marketing, Business, or Education OR a combination of both

Preferred Qualities:

  • Excellent communication skills
  • Driven
  • Eager to grow/develop quickly
  • Ability to work independently as well as a team-player
  • Positive, outgoing, “go-getter” attitude


Titan Advisory Firm LLC is a leader in the financial consulting industry, giving clients an innovative approach to their investments. As we like to say, “We Find People Their Money”.

How do we do it? By taking a look at financial accounts, investments, insurance options, etc. to evaluate a strategy that maximizes our clients’ outcome. To top it off, we’ve got attorneys, money managers, and accountants to help us find the best solution. Think of it as a personal, strategic, “financial entourage”.

Pretty neat, right? We thought so too. If you want to be a part of our elite consumer “entourage”, please forward your updated resume and cover letter.

Marketing and Prospecting

  • Work with marketing staff to identify potential clients.
  • Coordinate and develop social/internet media for Titan as  needed. Ex: Facebook and LinkedIn posts, company blogs, and electronic newsletters for clients to provide customer service and consumer awareness.
  • Outbound Calling: Target List, orphan Leads, direct Mail Leads, affinity groups, etc.
  • Represent Titan at networking events: Chamber of Commerce, Charitable Events, Rotary, BNI, to develop personal market.
  • Public speaking at seminar and client meetings.


Presentation and Closing

  • Make introductions for experienced advisors, agents, attorneys, and accountants.
  • Generate interest in customers with introductions
  • Demonstrate confidence in financial planning systems and structures.
  • Maximizing Michigan Talent Bank, Monster.com, Career Builder, newspapers for inbound and outbound recruiting.
  • Manage coordinators and assistants to track and increase activity

Directing of Multiple offices and Staff

  • Working with marketing coordinators, telemarketers, new business and other staff to ensure an organized working environment for new producers
  • Drive to multiple offices to supply and organize them.
  • Work with experienced advisors to increase their exposure to the public.


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