{"id":9468,"date":"2020-08-10T08:39:25","date_gmt":"2020-08-10T08:39:25","guid":{"rendered":"http:\/\/edwardjones-r2.qa.wp.findly.com\/?p=9468\/"},"modified":"2024-04-08T05:23:40","modified_gmt":"2024-04-08T05:23:40","slug":"make-a-smooth-move-from-sales-professional-to-financial-advisor","status":"publish","type":"post","link":"https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/blog\/make-a-smooth-move-from-sales-professional-to-financial-advisor\/","title":{"rendered":"Make a Move from Sales Professional to Financial Advisor"},"content":{"rendered":"<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_1' class='avia-section main_color avia-section-no-padding avia-no-border-styling avia-bg-style-scroll  breadcrumb-section minht0 pb40 blog-detail-breadcrumb container_wrap fullsize'   ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-9468'><div class='entry-content-wrapper clearfix'>\n<section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock '   itemprop=\"text\" ><div class=\"breadcrumb breadcrumbs avia-breadcrumbs\"><div class=\"breadcrumb-trail\" ><a href=\"https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/\" title=\"Edward Jones\" rel=\"home\" class=\"trail-begin\">Home<\/a><\/div><\/div>\n<\/div><\/section>\n\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_2' class='avia-section main_color avia-section-no-padding avia-no-border-styling avia-bg-style-scroll  banner-text blog-detail-banner blog-detail-banner-no-img-vid container_wrap fullsize'   ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-9468'><div class='entry-content-wrapper clearfix'>\n<section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock blog-title'   itemprop=\"text\" ><div class=\"avia_textblock h2-small-wrapper m0 pt30\">\n<p class=\"h2-small\">\u00a0New Financial Advisor:<\/p>\n<\/div>\n<h1 class=\"pt10\">Make a Move from Sales Professional to Financial Advisor<\/h1>\n<div class='av-social-sharing-box ejd-banner-social-share-widget blog-detail-banner-social-share d-flex ejd-banner-social-share-widget blog-detail-banner-social-share d-flex'><div class='av-share-box'><h2 class='av-share-link-description'>Share this post:<\/h2><ul class='av-share-box-list noLightbox'><li class='av-share-link av-social-link-facebook'><a target='_blank' href='http:\/\/www.facebook.com\/sharer.php?u=https%3A%2F%2Fedwardjones.cert.xcc.smashfly.io%2Fen-CA%2Fblog%2Fmake-a-smooth-move-from-sales-professional-to-financial-advisor%2F&amp;t=Make%20a%20Move%20from%20Sales%20Professional%20to%20Financial%20Advisor' aria-hidden='true' data-av_icon='\ue8f3' data-av_iconfont='entypo-fontello' aria-label='Share on Facebook'><span class='avia_hidden_link_text'>Share on Facebook<\/span><\/a><\/li><li class='av-share-link av-social-link-twitter'><a target='_blank' href='https:\/\/twitter.com\/share?text=Make%20a%20Move%20from%20Sales%20Professional%20to%20Financial%20Advisor&url=https%3A%2F%2Fedwardjones.cert.xcc.smashfly.io%2Fen-CA%2F%3Fp%3D9468' aria-hidden='true' data-av_icon='\ue8f1' data-av_iconfont='entypo-fontello' aria-label='Share on Twitter'><span class='avia_hidden_link_text'>Share on Twitter<\/span><\/a><\/li><li class='av-share-link av-social-link-linkedin'><a target='_blank' href='http:\/\/linkedin.com\/shareArticle?mini=true&amp;title=Make%20a%20Move%20from%20Sales%20Professional%20to%20Financial%20Advisor&amp;url=https%3A%2F%2Fedwardjones.cert.xcc.smashfly.io%2Fen-CA%2Fblog%2Fmake-a-smooth-move-from-sales-professional-to-financial-advisor%2F' aria-hidden='true' data-av_icon='\ue8fc' data-av_iconfont='entypo-fontello' aria-label='Share on Linkedin'><span class='avia_hidden_link_text'>Share on Linkedin<\/span><\/a><\/li><li class='av-share-link av-social-link-mail'><a  href='mailto:?subject=Make%20a%20Move%20from%20Sales%20Professional%20to%20Financial%20Advisor&amp;body=https%3A%2F%2Fedwardjones.cert.xcc.smashfly.io%2Fen-CA%2Fblog%2Fmake-a-smooth-move-from-sales-professional-to-financial-advisor%2F' aria-hidden='true' data-av_icon='\ue805' data-av_iconfont='entypo-fontello' aria-label='Share by Mail'><span class='avia_hidden_link_text'>Share by Mail<\/span><\/a><\/li><\/ul><\/div><\/div>\n<\/div><\/section>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_3' class='avia-section main_color avia-section-no-padding avia-no-border-styling avia-bg-style-scroll  pt90 pb100 search-widget-vertical-container container_wrap fullsize'   ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-9468'><div class='entry-content-wrapper clearfix'>\n<div class=\"flex_column av_three_fourth  flex_column_div av-zero-column-padding first   \" style='border-radius:0px; '><section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock h2fs30 h2fw600'   itemprop=\"text\" ><p>Successful sales professionals can leverage their diverse array of skills into a successful career as a Financial Advisor. Both career paths use similar relationship management techniques to meet the needs of clients and discover new opportunities to help them reach their goals through a portfolio of products and services. Consider how the following skills relate when deciding if a career in financial services is the right fit for you:<\/p>\n<p><strong>Top sales professionals are subject-matter experts.<\/strong><\/p>\n<p>In order to sell a product or service to a client, salespeople must speak intelligently and coherently about what that product is, how it works and the benefits to the consumer. Financial Advisors also develop a masterful understanding of their subject matter: their clients. They take the time to discover details about client lifestyles, wants and needs. This helps them recommend financial solutions that fit the clients&#8217; needs.<\/p>\n<p><strong>The best sales people don\u2019t sell \u2013 they listen.<\/strong><\/p>\n<p>Knowing about products and services helps, but it&#8217;s better to know your audience. Sales professionals discover new ways to satisfy consumers by simply taking the time to listen and evaluate what the customer is telling them. Financial Advisors are able to empathize with the client and apply solutions in each case based on an understanding of what the client is looking for.<\/p>\n<p><strong>Effective sales professionals make a habit of conducting themselves with a high level of integrity and honesty.<\/strong><\/p>\n<p>Ethics are at the core of their business practices and play a foundational role in building relationships with clients. Financial Advisors understand the role they play in some of their clients\u2019 most important decisions.<\/p>\n<p>&#8220;It\u2019s a great source of pride as well as both personal and professional satisfaction,&#8221; says Edward Jones Financial Advisor Michele Olshanski. \u201cIt\u2019s most rewarding when my clients actually get to retire or to send a child or grandchild to college because of what we have worked to accomplish together.\u201d<\/p>\n<p>The reality of transitioning from a career in sales to a new opportunity in financial services may be easier than you think. Both careers require adaptability, honesty and a high level of expertise in order to successfully meet and exceed the expectations of the client.<\/p>\n<\/div><\/section><\/div><div class=\"flex_column av_one_fourth  flex_column_div av-zero-column-padding   search-widget search-widget-vertical \" style='background-color:#fde57f; border-radius:0px; '><div class='avia-builder-widget-area clearfix '><div id=\"widget_job_search_v2-4\" class=\"widget clearfix widget-jobsearch widget-jobsearch-v2\"><form method=\"GET\" id=\"cws_quickjobsearch\" role=\"search\" class=\"clearfix g-cols offset_medium\" action=\"\/en-CA\/job-search-results\/\"><div class=\"quicksearch-title first avia-builder-el-first flex_column av_one_third\"><h2 class=\"widgettitle cws-widgetitle\">Search Jobs by Keyword:<\/h2><\/div><div class=\"quicksearch-field quicksearch-SearchText  flex_column av_one_third horizontal\"><div class=\"w-form-row\"><div class=\"w-form-row-label\"><label for=\"cws_quickjobsearch_keywords\">Keyword<\/label><\/div><div class=\"w-form-row-field\"><input type=\"text\" class=\"text_input keyword_suggest\" name=\"keyword\" id=\"cws_quickjobsearch_keywords\" data-autocomplete_limit=\"5\" data-param=\"SearchText\" aria-describedby=\"keyword-help\" value=\"\" \/><span id=\"keyword-help\" class=\"visually-hidden sr-only\" aria-live=\"polite\">Begin typing to find suggestions.<\/span><span class=\"w-form-row-field-bar\"><\/span><\/div><input type=\"hidden\" name=\"fuzzy\" id=\"cws_quickjobsearch_fuzzy\" data-param=\"fuzzy\" value=\"\" \/><\/div><\/div><div class=\"quicksearch-btn avia-builder-el-last flex_column av_one_third\"><input class=\"avia-button avia-color-theme-color avia-size-small quicksearch-submit\" type=\"submit\" value=\"Search Jobs\" \/><\/div><\/form><\/div><\/div><\/div>\n<\/p>\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_4' class='avia-section main_color avia-section-no-padding avia-no-border-styling avia-bg-style-scroll  pb130 related-posts-outer container_wrap fullsize'   ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-9468'><div class='entry-content-wrapper clearfix'>\n<section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock h2-small-wrapper'   itemprop=\"text\" ><h2 class=\"h2-small\">Related Posts<\/h2>\n<\/div><\/section>\n<div  data-autoplay=''  data-interval='5'  data-animation='fade'  data-show_slide_delay='90'  class='avia-content-slider avia-content-slider-active avia-content-slider1 avia-content-slider-odd  pt30 related-posts'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Blog\" ><div class='avia-content-slider-inner'><div class='slide-entry-wrap'><article class='slide-entry flex_column  post-entry post-entry-30496 slide-entry-overview slide-loop-1 slide-parity-odd  av_one_third first fake-thumbnail'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><a href='https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/blog\/edward-jones-recognized-for-exceptional-training-program\/' data-rel='slide-1' class='slide-image' title=''><span class=' fallback-post-type-icon' aria-hidden='true' data-av_icon='\ue80e' data-av_iconfont='entypo-fontello'><\/span><span class='slider-fallback-image'><\/span><\/a><div class='slide-content'><header class=\"entry-content-header\"><span class=\"blog-categories minor-meta\"><a class=\"parent_category\" href=\"https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/blog\/category\/awards-accolades-en-ca\/\" rel=\"tag\">Awards &amp; 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Inclusion<\/a>, <a class=\"parent_category\" href=\"https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/blog\/category\/new-financial-advisor-en-CA\/\" rel=\"tag\">New Financial Advisor<\/a>  <\/span><h3 class='slide-entry-title entry-title'  itemprop=\"headline\" ><a href='https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/blog\/mentorship-supports-success-for-diverse-financial-advisors-at-edward-jones\/' title='Mentorship Supports Success for Diverse Financial Advisors at Edward Jones'>Mentorship Supports Success for Diverse Financial Advisors at Edward Jones<\/a><\/h3><span class=\"av-vertical-delimiter\"><\/span><\/header><\/div><footer class=\"entry-footer\"><\/footer><span class='hidden'>\n\t\t\t<span class='av-structured-data'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/ImageObject\"  itemprop='image'>\n\t\t\t\t\t   <span itemprop='url' >https:\/\/cdn-static.findly.com\/wp-content\/uploads\/sites\/936\/2020\/09\/Careers-logo_9-15-NEW-SVG.svg<\/span>\n\t\t\t\t\t   <span itemprop='height' >0<\/span>\n\t\t\t\t\t   <span itemprop='width' >0<\/span>\n\t\t\t\t  <\/span><span class='av-structured-data'  itemprop=\"publisher\" itemtype=\"https:\/\/schema.org\/Organization\" itemscope=\"itemscope\" >\n\t\t\t\t<span itemprop='name'>Symphony Talent<\/span>\n\t\t\t\t<span itemprop='logo' itemscope itemtype='http:\/\/schema.org\/ImageObject'>\n\t\t\t\t   <span itemprop='url'>https:\/\/cdn-static.findly.com\/wp-content\/uploads\/sites\/936\/2020\/09\/Careers-logo_9-15-NEW-SVG.svg<\/span>\n\t\t\t\t <\/span>\n\t\t\t  <\/span><span class='av-structured-data'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><span itemprop='name'>Symphony Talent<\/span><\/span><span class='av-structured-data'  itemprop=\"datePublished\" datetime=\"2020-08-10T09:02:51+00:00\" >2022-11-01 23:50:14<\/span><span class='av-structured-data'  itemprop=\"dateModified\" itemtype=\"https:\/\/schema.org\/dateModified\" >2024-03-22 17:02:52<\/span><span class='av-structured-data'  itemprop=\"mainEntityOfPage\" itemtype=\"https:\/\/schema.org\/mainEntityOfPage\" ><span itemprop='name'>Mentorship Supports Success for Diverse Financial Advisors at Edward Jones<\/span><\/span><\/span><\/article><article class='slide-entry flex_column  post-entry post-entry-30620 slide-entry-overview slide-loop-3 slide-parity-odd  av_one_third  fake-thumbnail'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><a href='https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/blog\/its-not-about-balance-its-about-work-life-integration\/' data-rel='slide-1' class='slide-image' title=''><span class=' fallback-post-type-icon' aria-hidden='true' data-av_icon='\ue80e' data-av_iconfont='entypo-fontello'><\/span><span class='slider-fallback-image'><\/span><\/a><div class='slide-content'><header class=\"entry-content-header\"><span class=\"blog-categories minor-meta\"><a class=\"parent_category\" href=\"https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/blog\/category\/new-financial-advisor-en-CA\/\" rel=\"tag\">New Financial Advisor<\/a>  <\/span><h3 class='slide-entry-title entry-title'  itemprop=\"headline\" ><a href='https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/blog\/its-not-about-balance-its-about-work-life-integration\/' title='It&#039;s Not About Balance. It&#039;s About Work-life Integration.'>It's Not About Balance. It's About Work-life Integration.<\/a><\/h3><span class=\"av-vertical-delimiter\"><\/span><\/header><\/div><footer class=\"entry-footer\"><\/footer><span class='hidden'>\n\t\t\t<span class='av-structured-data'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/ImageObject\"  itemprop='image'>\n\t\t\t\t\t   <span itemprop='url' >https:\/\/cdn-static.findly.com\/wp-content\/uploads\/sites\/936\/2020\/09\/Careers-logo_9-15-NEW-SVG.svg<\/span>\n\t\t\t\t\t   <span itemprop='height' >0<\/span>\n\t\t\t\t\t   <span itemprop='width' >0<\/span>\n\t\t\t\t  <\/span><span class='av-structured-data'  itemprop=\"publisher\" itemtype=\"https:\/\/schema.org\/Organization\" itemscope=\"itemscope\" >\n\t\t\t\t<span itemprop='name'>ndowney<\/span>\n\t\t\t\t<span itemprop='logo' itemscope itemtype='http:\/\/schema.org\/ImageObject'>\n\t\t\t\t   <span itemprop='url'>https:\/\/cdn-static.findly.com\/wp-content\/uploads\/sites\/936\/2020\/09\/Careers-logo_9-15-NEW-SVG.svg<\/span>\n\t\t\t\t <\/span>\n\t\t\t  <\/span><span class='av-structured-data'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><span itemprop='name'>ndowney<\/span><\/span><span class='av-structured-data'  itemprop=\"datePublished\" datetime=\"2020-08-10T09:02:51+00:00\" >2022-02-14 18:55:08<\/span><span class='av-structured-data'  itemprop=\"dateModified\" itemtype=\"https:\/\/schema.org\/dateModified\" >2024-03-22 17:22:13<\/span><span class='av-structured-data'  itemprop=\"mainEntityOfPage\" itemtype=\"https:\/\/schema.org\/mainEntityOfPage\" ><span itemprop='name'>It's Not About Balance. It's About Work-life Integration.<\/span><\/span><\/span><\/article><\/div><div class='slide-entry-wrap'><article class='slide-entry flex_column  post-entry post-entry-9509 slide-entry-overview slide-loop-4 slide-parity-odd  post-entry-last  av_one_third first fake-thumbnail'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><a href='https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/blog\/join-a-firm-that-invests-in-you-bob-thompson\/' data-rel='slide-1' class='slide-image' title=''><span class=' fallback-post-type-icon' aria-hidden='true' data-av_icon='\ue80e' data-av_iconfont='entypo-fontello'><\/span><span class='slider-fallback-image'><\/span><\/a><div class='slide-content'><header class=\"entry-content-header\"><span class=\"blog-categories minor-meta\"><a class=\"primary_category\" href=\"https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/blog\/category\/new-financial-advisor-en-CA\/\" rel=\"tag\">New Financial Advisor<\/a>  <\/span><h3 class='slide-entry-title entry-title'  itemprop=\"headline\" ><a href='https:\/\/edwardjones.cert.xcc.smashfly.io\/en-CA\/blog\/join-a-firm-that-invests-in-you-bob-thompson\/' title='From Engineer to Financial Advisor: Bob Thompson'>From Engineer to Financial Advisor: Bob Thompson<\/a><\/h3><span class=\"av-vertical-delimiter\"><\/span><\/header><\/div><footer class=\"entry-footer\"><\/footer><span class='hidden'>\n\t\t\t<span class='av-structured-data'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/ImageObject\"  itemprop='image'>\n\t\t\t\t\t   <span itemprop='url' >https:\/\/cdn-static.findly.com\/wp-content\/uploads\/sites\/936\/2020\/09\/Careers-logo_9-15-NEW-SVG.svg<\/span>\n\t\t\t\t\t   <span itemprop='height' >0<\/span>\n\t\t\t\t\t   <span itemprop='width' >0<\/span>\n\t\t\t\t  <\/span><span class='av-structured-data'  itemprop=\"publisher\" itemtype=\"https:\/\/schema.org\/Organization\" itemscope=\"itemscope\" >\n\t\t\t\t<span itemprop='name'>manjunath<\/span>\n\t\t\t\t<span itemprop='logo' itemscope itemtype='http:\/\/schema.org\/ImageObject'>\n\t\t\t\t   <span itemprop='url'>https:\/\/cdn-static.findly.com\/wp-content\/uploads\/sites\/936\/2020\/09\/Careers-logo_9-15-NEW-SVG.svg<\/span>\n\t\t\t\t <\/span>\n\t\t\t  <\/span><span class='av-structured-data'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><span itemprop='name'>manjunath<\/span><\/span><span class='av-structured-data'  itemprop=\"datePublished\" datetime=\"2020-08-10T09:02:51+00:00\" >2020-08-10 09:02:51<\/span><span class='av-structured-data'  itemprop=\"dateModified\" itemtype=\"https:\/\/schema.org\/dateModified\" >2021-03-18 16:56:56<\/span><span class='av-structured-data'  itemprop=\"mainEntityOfPage\" itemtype=\"https:\/\/schema.org\/mainEntityOfPage\" ><span itemprop='name'>From Engineer to Financial Advisor: Bob Thompson<\/span><\/span><\/span><\/article><\/div><\/div><div class='avia-slideshow-arrows avia-slideshow-controls'><a href='#prev' class='prev-slide' aria-hidden='true' data-av_icon='\ue87c' data-av_iconfont='entypo-fontello'>Previous<\/a><a href='#next' class='next-slide' aria-hidden='true' data-av_icon='\ue87d' data-av_iconfont='entypo-fontello'>Next<\/a><\/div><\/div>\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":423,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"pgc_meta":"","footnotes":""},"categories":[1389],"tags":[],"persona":[],"class_list":["post-9468","post","type-post","status-publish","format-standard","hentry","category-new-financial-advisor-en-CA"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.8 (Yoast SEO v22.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Make the move from sales professional to financial advisor | Edward Jones<\/title>\n<meta name=\"description\" content=\"The best salespeople have the skills to succeed as a financial advisor \u2014 honesty and a keen ability to understand their clients. 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