Financial Consultant – Client Growth, Retention

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

📋 Description

• Engage clients through marketing initiatives and outreach programs to foster productive conversations, reinforce EFE values, enhance client retention, and attract new assets.

• Conduct exploratory discussions with clients to identify their needs and initiate conversations focused on financial goals.

• Present suitable financial solutions that align with client objectives.

• Cultivate client relationships by providing valuable information and advice.

• Manage client interactions with accuracy and efficiency.

• Educate clients on strategies related to finance, investments, debt management, and retirement planning.

• Build client trust through a high degree of emotional intelligence.

• Effectively manage time and prospects.

• Enhance client contact rates and improve the success of campaigns.

⛳️ Requirements

• A bachelor’s degree is required, along with equivalent professional work experience.

• Must hold the Series 65 or Series 66 securities license.

• Previous experience in a consultative sales position is essential.

• Experience in a call center environment, preferably in an outbound role.

• Exceptional customer service skills.

• Results-oriented mindset.

• Strong desire to engage with clients over the phone to uncover their financial needs and provide guidance on achieving their financial goals.

🏝️ Benefits

• Quarterly performance-based sales bonus.

• Potential for discretionary bonuses.

• Comprehensive health plans.

• Dental plans available.

• Additional wellness plans offered.

• 401(k) contribution options.