Financial Advisor
Partnering: The referral recruiting process : increase your flow and retention of quality financial professional, become a master recruiter
Mark Sheer (Ring-bound) Mark Sheer Seminars 1998
Answers
Hello,
I am an Executive Recruiter with RJ & Makay. We are the largest recruiting firm within the financial services industry nationwide. We came across your resume and would like to speak to you regarding an opportunity that may be of interest.
Our client is looking for professionals who have experienced success in a prior career and want to leverage their experience in a new industry. This position offers an opportunity for excellent training and licensing in the financial services industry. The position offers a salary plus commissions and full benefits. You will become both a stockbroker and a Financial Advisor working from your own office with your own full time assistant, working with leading-edge technology and more support than you ever thought possible.
You may be wondering why your resume was selected. You display traits that our client is looking for; so, your background may transition well into this career.
Many of our candidates ask us why they should consider a career in financial services now during a time of economic uncertainty and market volatility. We’re proud to represent clients who are stable, not connected directly to the banking industry, and who manage investments conservatively for the long run. Although the media is painting a very bleak picture, their analysts have guided advisors well and they continue to perform well. History has proven that new advisors at our client companies do as well in down markets as they do in bull markets. Investors are starving for good, prudent advice. Our clients’ competitors are not talking to their clients and this represents a tremendous opportunity for our advisors who are proactively making contact with these prospects. Our clients’ financial advisors are as successful in transferring in accounts during down markets by being proactive with potential clients as they do in up markets. New FAs have a proven history of doing well in declining or flat markets due to our clients’ prospecting strategy. It quite simply is more effective in building trust and establishing new relationships. Our New FA’s are currently performing at the highest levels since early 2005.
Opportunities like this are rare - and this one doesn't cost you anything but time and interest. We can equip you with a highly competitive advantage by coaching you through the candidacy process. This is a serious professional opportunity with a leading firm in the financial industry. We will act as your agent, at no cost to you. After your initial interview with us, should we decide to move forward with the client interview process, we will send you our customized Interview Preparation Package which is a detailed and powerful tool equipping you with everything you need to know about the process, position and the client.
Please reply to this e-mail to set an appointment to discuss the position in detail and include the following:
#1 - The best 2 hour window for you to be reached to hear about the position
#2 - The best phone number for us to call you
#3 - A copy of your resume/CV in MS Word or PDF format
If a member of our hiring team has not already called you, you may receive a call soon. For additional information, please feel free to visit our website at www.rjandmakay.com.
Sincerely,
Adrienne Obey
RJ and Makay
Executive Recruiting
aobey@rjandmakay.com
(888) 928-0008 ext. 308
Probably a scam.
Tim White Private Wealth Management Executive Search Kaye/Bassman Internal www.kbic.com (972) 931-5242. Kaye/Bassmans Private Wealth Management ...
I just posted my resume on monster.com yesterday. This morning, I got an email about a job opening for a financial service agency manager position from Farmers. Is this a scam or should I reply her? The job and the paid is very attractive, but I have never worked as a manager before. I am a recently college graduate. I had worked in as an administrative assistant for 5+ years. Should I reply or just wait for other job offering?
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Hi,
I work with Farmers District Manager, David Oyler. I was looking through the resumes posted on Monster and had to contact you regarding the Insurance and Financial Services Agency Manager position we have available. After reviewing your resume, it appears as though your career progression, skill-set, and previous experiences are a great match with the qualifications and range of skills necessary to succeed with Farmers Insurance. I realize that this is not necessarily the field that you were looking into when you posted your resume, but with your background and proven track-record, I think our career opportunity may be a great fit for your future career goals and aspirations.
Farmers Insurance Group offers the best entrepreneurial opportunity in the country today. As a Farmers agent, you are an independent business professional, consultant and financial advisor. If you are looking for a career rather than a "job", or want your compensation to commensurate with your hard work and dedication, then Farmers Insurance might have the answer. By operating a Farmers Agency, you are in business for yourself, but not by yourself. You will have the leadership, guidance, and support of your District Manager, Regional Office Personnel, and Home Office Management to build your financial future. Your new future starts with Farmers Insurance Group helping support you financially for the first 2+ years and provide you with the proven tools and training to become a successful Agency Owner.
TYPICAL AGENT INCOME
1ST YEAR: $70k 2ND YEAR: $150k 5TH YEAR: $250k
Our District Manager is searching for ambitious people in the East Bay area, who have strong business acumen, drive, entrepreneurial spirit, confidence, effective communication skills, independence and a strong desire to be financially successful. If you are interested in exploring this opportunity further, please spend some time reviewing the highlights of the career on our district website www.FarmersTeam77.com. Click through the web pages and give the career opportunity with Farmers Insurance Group careful consideration. If this career seems like it could be a match with you after reviewing our website, I encourage you to investigate the program a little closer and have all of your questions answered during an informative appointment with our Assistant District Manager.
Please contact me directly at (i'm going to hide the number). I can also be contacted via e-mail at (i'm going to hide the email).
If this position as an insurance agency manager and financial advisor is of no interest to you, I apologize for this letter. No reply necessary. Thank you for reading this!
Best Regards,
Julie Hite
District Recruiting Specialist for Farmers Insurance - District 77
Hi, Just checked their website out http://farmersteam77.com/ Looks like a sales agent job to sell insurance policies. Is that what you were looking for? The salary will be exaggerated because it will commission based. No harm in contacting them to find out more. But tread very carefully. Don't give them any money.
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Referring to Capstone’s resilience during the global financial crisis, O’Riley said, “Our recruitment strategy during the past eight years has provided high calibre professional advisers to our network who have continued to develop their businesses during this difficult time".
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