Financial Consultant – Client Growth & Retention, Bilingual

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

📋 Description

• Engages clients through marketing initiatives and outreach efforts, employing a robust, confident, and persuasive communication style to foster productive conversations, reinforce EFE values, enhance client retention, and attract new assets.

• Actively involves the client in exploratory discussions to ascertain their needs and desires, initiating conversations centered around financial goals; presents suitable financial solutions to aid in achieving client objectives.

• Cultivates the client relationship by acting as a knowledgeable resource for information and guidance; manages interactions with precision and efficiency.

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

• Operates with high emotional intelligence, fostering an enduring atmosphere of client trust.

• Thrives in a consistent, structured work setting.

• Proficient in time and prospect management; aims to enhance client contact rates and ensure that EFE campaigns achieve notable success.

⛳️ Requirements

• Bachelor’s degree required and/or equivalent professional experience.

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

• Previous experience in a consultative sales role; preferably worked in a call center with outbound responsibilities.

• Bilingual in English and Spanish.

• Exceptional customer service experience.

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

🏝️ Benefits

• Quarterly performance-based sales bonus.

• Discretionary bonus.

• Health insurance.

• Dental plans.

• Wellness plans.

• 401(k) contributions.