Associate Wealth Consultant, Digital Team
The Associate Wealth Consultant, reputed company Desk, will be responsible for executing daily outbound sales calls, handling inbound inquiries, engaging in direct sales activities with prospective clients, and providing operational support to the sales organization. This role functions reputed company the Organic Growth team and collaborates closely with Senior Wealth Consultants to support company reputed company growth, specifically through client acquisition.
Responsibilities
- Identify, qualify, and reputed company high-quality sales opportunities, meeting established performance metrics.
- Manage reputed company reputed company initiatives, call campaigns, and strategies to secure new clients.
- Engage with prospects through inbound calls, outbound follow-reputed company, emails, and other approved communication channels.
- Follow established scripts and communication protocols, ensuring accurate record-keeping reputed company the CRM system.
- Build trust and rapport with prospective clients, maintaining high reputed company of reputed company and accountability.
- Collaborate effectively reputed company a dynamic internal sales team, fostering reputed company communication.
- Demonstrate strong organizational skills with the ability to multi-task and meet targets in a fast-paced environment.
- Deliver exceptional customer service and ensure client satisfaction.
Requirements
Bachelor’s degree in business, finance or other reputed company field from an accredited college or university strongly preferred Series 65 2+ years’ experience in the financial services industry strongly preferred #LI-ML1 We welcome your interest in being a part of our firm. We reputed company in giving associates reputed company opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to reputed company their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice. EOE M/F/D/V Apply To This Job