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Financial Advisor Benefits

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Inside B2B Sales Consultant - Benefits Advisor

Spartanburg, SC · On-site

$100K - $150K/yr

Educate advisors on exclusive group benefits offerings and enrollment options * Follow a structured multi-touch follow-up process using phone, email, and CRM workflows * Maintain detailed CRM ...

Veteran-friendly

Urgent

Training provided

Financial Advisor Benefits

Be Seen First

Inside B2B Sales Consultant - Benefits Advisor

Spartanburg, SC · On-site

$100K - $150K/yr

Educate advisors on exclusive group benefits offerings and enrollment options * Follow a structured multi-touch follow-up process using phone, email, and CRM workflows * Maintain detailed CRM ...

Veteran-friendly

Urgent

Training provided

Advisor Group

Advisor Support Representative

Atlanta, GA · On-site

$53K - $55K/yr

Summary: Osaic's Advisor Support team provides high-quality support to financial professionals by responding to inbound phone inquiries and accurately processing service-related forms and ...

NestEgg Advisors

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Financial Advisor

Hauppauge, NY · On-site

$70K - $85K/yr

We are seeking a Financial Advisor (FA) who is committed to building a long-term career in financial planning and delivering exceptional service to our clients. This role is intentionally structured ...

Equitable Advisors

Financial Advisor

Saint Louis, MO · On-site

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...

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How much do advisor jobs pay per year?

As of Jun 25, 2026, the average yearly pay for advisor in the United States is $85,058.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $80,000.00 per year, depending on experience, location, and employer.

What are Advisors and what do they do?

Advisors are professionals who provide expert guidance and recommendations in a specific field such as finance, education, business, or career planning. Their main role is to help clients or organizations make informed decisions by analyzing information, assessing needs, and offering tailored advice. Advisors may work independently or as part of a larger team, and their responsibilities can include researching solutions, developing strategies, and supporting clients through complex decision-making processes.

What qualifications do you need to be an advisor?

To become an advisor, candidates typically need a relevant bachelor's degree in fields such as finance, business, or counseling. Professional certifications like Certified Financial Planner (CFP) or similar credentials can enhance credibility, and strong communication and interpersonal skills are essential for success in advisory roles.

What job makes $10,000 a month without a degree?

An advisor role, such as a financial or business advisor, can potentially earn $10,000 or more per month through commissions, bonuses, or high-value client portfolios. Success in this field often depends on experience, networking, and specialized knowledge, rather than formal degrees.

What is the difference between Advisor vs Consultant?

AspectAdvisorConsultant
CredentialsOften requires industry-specific certifications or experienceTypically holds specialized degrees or certifications depending on the field
Work EnvironmentProvides ongoing guidance, often in a strategic or advisory capacityOffers project-based solutions, analysis, and recommendations
Employer & Industry UsageUsed across finance, education, and corporate sectors for ongoing supportCommon in management, IT, and business sectors for specific projects
Search & Comparison IntentPeople compare Advisor vs Consultant to understand roles and responsibilitiesOften compared to Advisors for clarity on scope and engagement

In summary, Advisors typically provide ongoing, strategic guidance and are involved in long-term planning, while Consultants focus on project-specific solutions and analysis. Both roles require relevant credentials and are used across various industries, but their engagement styles differ.

How does an Advisor typically collaborate with other departments or teams within an organization?

Advisors frequently work cross-functionally, partnering with a variety of departments such as operations, finance, and human resources to provide informed guidance and support. Effective Advisors build strong relationships with team members, attend interdepartmental meetings, and contribute their expertise to help shape organizational strategies or solve complex problems. This collaborative approach not only enhances decision-making but also ensures that recommendations are aligned with the organization's broader goals. Regular communication and adaptability are key, as Advisors must tailor their advice to different audiences and evolving business needs.

What is the job of an advisor?

An advisor is a professional who provides guidance, recommendations, and expertise to clients or organizations to help them achieve their goals. They analyze information, develop strategies, and communicate solutions, often requiring strong communication and problem-solving skills. Advisors can work in various fields such as finance, education, or business, and may hold certifications relevant to their area of expertise.

What are the key skills and qualifications needed to thrive as an Advisor, and why are they important?

To thrive as an Advisor, you need expertise in the relevant subject area, strong analytical abilities, and typically a relevant degree or certification. Familiarity with data analysis tools, customer relationship management (CRM) systems, and industry-specific software is common. Excellent communication, active listening, and problem-solving skills help Advisors build trust and provide tailored guidance. These skills are essential for delivering effective recommendations, fostering client relationships, and driving positive outcomes.

What Does an Advisor Do?

Depending on the industry, an Advisor has a variety of responsibilities in their role. You find Advisors in business, education, and many other fields. In general, an Advisor is someone who has deep industry knowledge or specializes in a specific area, and then uses their knowledge to the benefit of other people or organizations. You meet with clients to understand the challenges they may be facing, as well as the goals and needs they may have. Once you understand your client’s needs, you put together a strategy for overcoming those challenges or a plan for meeting the goals. If the client faces adversity along the way, the Advisor may work to devise practical and actionable solutions to continue on the path to success.

How to get a job as an advisor?

To become an advisor, candidates typically need relevant education or experience in the field they wish to advise on, such as finance, management, or counseling. Building strong communication and interpersonal skills, obtaining necessary certifications, and gaining experience through internships or entry-level roles can improve job prospects. Networking and applying through company websites or job boards are common methods to find advisor positions.
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Advisor jobs near you
Inside B2B Sales Consultant - Benefits Advisor

Inside B2B Sales Consultant - Benefits Advisor

Financial Advisor Benefits

Spartanburg, SC • On-site

Veteran-friendly

Urgent

Training provided

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 27 days ago

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Job description

Base + Uncapped commission! | We're a people-first culture & we value our employees - come join our work family! | Huge growth potential - we love to promote from within!  Flexible scheduling & time-off! 

We are seeking a polished, consultative B2B Sales Consultant to join our growing Spartanburg team, helping Independent Financial Advisors access exclusive group benefits solutions through a relationship-driven outbound sales process.

RESPONSIBILITIES

  • Conduct outbound B2B outreach to Independent Financial Advisors nationwide
  • Build trust and establish relationships with high-income financial professionals
  • Navigate gatekeepers and schedule consultations with prospective clients
  • Educate advisors on exclusive group benefits offerings and enrollment options
  • Follow a structured multi-touch follow-up process using phone, email, and CRM workflows
  • Maintain detailed CRM documentation and pipeline activity
  • Collaborate closely with leadership and training teams during onboarding and development
  • Consistently improve communication, objection handling, and consultative sales techniques

REQUIREMENTS

  • Minimum 2+ years of outbound B2B sales experience
  • Minimum 5+ years of professional non-retail sales experience
  • Strong communication, relationship-building, and objection-handling skills
  • Comfortable making outbound calls daily in a consultative sales environment
  • Ability to handle rejection professionally while maintaining confidence and persistence
  • Highly coachable with strong emotional intelligence and professionalism
  • Comfortable learning complex financial and benefits products
  • Ability to work onsite in Spartanburg, SC during training/onboarding

WE OFFER

  • Generous compensation structure!  
    • Base salary + uncapped commissions
    • Six-figure earning potential ($100K–$150K+)
  • Performance bonuses during onboarding and ramp-up
  • No chargebacks
  • Warm, supportive, team-oriented culture
  • Extensive paid training and mentorship
  • All leads provided and pre-qualified
  • Dedicated administrative support team
  • Modern CRM and communication systems
  • Clear long-term career growth opportunities
  • Monday–Friday schedule only
  • Casual, professional work environment
  • Strong work/life balance
  • Potential future remote/hybrid opportunities for proven performers
  • Quarterly company-hosted events! 
  • Comprehensive benefits package
    • Dental Insurance 
    • Life Insurance 
    • Medical Insurance 
    • Vision Insurance 
    • Disability Insurance 
  • PTO + paid holidays

Apply Today!

Company Description

Financial Advisor Benefits is a unique, boutique benefits firm in Spartanburg, SC. We have specialized in providing best-in-class group benefits to Independent Financial Advisors since 2014. If we were car dealers, we’d be the Mercedes-Benz of benefit firms. We’ve experienced positive, double-digit growth each year since 2014, and we just had one of our best years in 2024.