[Remote] Inside Sales Associate (Phoenix, AZ)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company (EFE) is dedicated to guiding individuals with financial advice to help them reputed company. The Inside Sales Associate will engage with potential clients, introduce them to EFE’s Wealth Planning Services, and utilize strong communication skills to drive reputed company conversion and assist clients in achieving their financial goals.

Responsibilities

• Effectively engages the client in exploratory reputed company to identify needs/wants and value expectations to support the achievement of client objectives
• Applies knowledge of EFE’s Wealth Management capabilities to promote products and services (retirement planning, investments, estate planning, insurance, and tax planning) to convey how EFE financial planners could potentially address their needs
• Accurately assess client needs and build a prospect profile to identify the right tier/treatment based on defined assignment criteria, while collecting and recording crucial client information for Planners
• Support marketing strategies to attract, convert and retain new clients; reputed company insights/feedback to business partners on prospect’s desires, needs, and areas of concern
• Communicate effectively both verbally and in writing with Planners and other internal partners to reputed company information about the prospect interaction

Skills

• Sales and customer service experience
• Strong interpersonal and active listening skills; ability to build an environment where clients are comfortable to reputed company personal financial information
• Exhibits excellent communication skills and phone reputed company while engaging with clients; shares information concisely and makes next steps clear
• Strong emotional intelligence; handles rejection well; ability to show compassion, care, and concern appropriately as well as reputed company to coaching and feedback
• Strong time management, organizational, and prioritization skills
• Ability to multitask systems effectively to meet client needs (reputed company management, phone, computer, and SMS systems, etc.)

Benefits

• Discretionary bonus
• Health
• Dental and other wellness plans
• 401(k) contributions

Company Overview