Financial Consultant – Client Growth & Retention

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

📋 Description

• Interacts with clients through marketing initiatives and outreach efforts, employing a confident and persuasive communication approach to foster constructive conversations, reinforce EFE values, enhance client retention, and attract new assets.

• Actively involves clients in exploratory discussions to discern their needs and desires, initiating conversations centered on financial goals; provides suitable financial solutions to assist in achieving client objectives.

• Strengthens client relationships by acting as a knowledgeable source for information and guidance; manages interactions with accuracy and efficiency.

• Informs clients about financial, investment, debt management, and retirement planning strategies.

• Operates with high emotional intelligence, cultivating a strong atmosphere of client trust.

• Thrives in a consistent and structured work environment.

• Proficient in time and prospect management; aims to enhance client contact rates and ensure the success of EFE campaigns.

⛳️ Requirements

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

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

• Prior experience in a consultative sales role is essential; experience in a call center, particularly in outbound positions, is preferred.

• Exceptional customer service experience.

• Results-driven, with a strong enthusiasm for engaging with clients over the phone to identify their financial needs and provide guidance on their financial goals.

🏝️ Benefits

• Eligibility for a quarterly performance-based sales bonus.

• Discretionary bonus.

• Health, dental, and various wellness plans.

• 401(k) contributions.