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Financial Advisor in Terre Haute, IN

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Base Salary: At least $20,000
Total Comp: $20,000 to $40,000
Industry: Financial
Benifits: Yes
Customers: All
Car Allowance: No
Sales Cycle: salesCycle
Travel: Only in Territory
Location: Indiana:, Terre Haute


Mar 26, 2018

Preferred Bank (in Casey, IL) is looking for just the right Salesperson who:

  • Has demonstrated success selling comprehensive investments, retirement and wealth management solutions, and consumer, mortgage, agriculture or commercial loans.
  • Must find new business selling competitive financial services in a regularly competitive market, meeting the needs and developing business with new and current customers.
  • Must manage and grow the divisions book of business through developing strategic business plans and building a strong referral network with centers of influence within the community.
  • Has demonstrated the ability to ask for the appointment, qualify for the opportunity and close business within a 2-3 call sales cycle.
  • Is a self-starter, highly motivated, set and exceeds goals, is memorable, passionate and works hard, is a team player and manages themselves to extraordinary results.

Preferred Bank, located in Casey, Illinois, is seeking the right entrepreneurial-minded Financial Advisor to join their investment program and valuable team of trusted employees. This is an exciting opportunity for a career-minded individual interested in developing and growing within a financial institution. This Financial Advisor will have the opportunity to help current and new customers achieve their investment goals and dreams. Preferred Bank is a small community operation that believes in creating a great customer experience and building lasting relationships with clients.

To our best candidate, we offer:

  • Competitive salary plus commission structure: $30,000 1st year base salary with 20% commission capability
  • Major Medical/Dental/Vision Insurance
  • Long Term/Short Term Disability
  • Life Insurance


  • Completed Bachelors or Master degree
  • 2 years of Financial Advisor experience
  • 2 years of sales experience preferred
  • Must have current Series 7 and 66 Securities Registration
  • Must have current Life and Health License