Client Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main point of contact for potential clients across various lead channels.

• Communicate with confidence and persuasion to prospective clients, including high-net-worth individuals, to establish rapport and build trust.

• Engage in consultative discussions to comprehend the financial needs, priorities, and objectives of prospective clients.

• Clearly convey Allworth’s value proposition in a client-focused and engaging manner.

• Develop and maintain relationships with prospective clients while identifying suitable next steps.

• Execute high-volume outreach efforts to prospective clients, including outbound calls, to enhance pipeline growth and create new business opportunities.

• Guide prospective clients through Allworth’s established sales process.

• Strive to meet or exceed individual and team sales targets.

• Oversee assigned opportunities and establish the most effective path toward conversion.

• Address objections and concerns from prospective clients while sustaining sales momentum.

• Collaborate with sales leadership and internal team members to optimize conversion opportunities and support organic growth objectives.

• Keep accurate and timely records of prospective client information, activities, and next steps in CRM and sales systems.

• Follow established sales processes, communication standards, and best practices.

• Utilize CRM tools, sales enablement platforms, and digital communication systems.

• Identify areas for improvement in sales processes, messaging, and engagement with prospective clients.

• Provide insights and feedback to leadership to enhance sales tactics and team effectiveness.

• Adapt as sales strategies, goals, and business priorities change.

⛳️ Requirements

• 2+ years of proven success in a sales environment.

• Demonstrated ability to identify client needs and suggest appropriate solutions.

• Strong skills in objection handling and problem-solving.

• Excellent verbal and written communication skills, including active listening and relationship-building capabilities.

• Willingness to learn about—and operate compliantly within—the financial services industry.

• Familiarity with Salesforce or a similar CRM is a plus.

• Must maintain good compliance standing with all relevant rules, regulations, and policies.

• Direct experience in supporting direct sales or the external sales process is preferred.

• Background in a high-growth RIA or multi-branch advisory firm is preferred.

🏝️ Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates.

• Dental insurance with MetLife.

• Vision insurance with VSP.

• Optional supplemental benefits.

• Healthcare savings accounts with company contribution.

• Flexible spending accounts.

• Flexible working arrangements.

• Generous 401K contributions.

• Exempt associates qualify for our flexible paid time off policy.

• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment.

• 11 Paid Holidays.

• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible).

• Future growth opportunities within the company.

• Collaborative and creative environment that fosters learning and growth.

• Benefits are available to full-time associates who work more than 30 hours a week.