Financial Services Consultant

2 weeks ago


SaintPriestlaPlaine, Nouvelle-Aquitaine, United States Welcome Home Financial Partners Full time
Join Our Team:
Welcome Home Financial Partners is a reputable, independent financial services firm seeking a dedicated full-time Sales Profiler to enhance our North Chesterfield or Ashland team.

What We Offer:
  • Access to a robust lead generation system
  • Comprehensive administrative support
  • Established brand recognition within the community
  • Opportunities to shadow and learn from successful financial advisors

Our Commitment to You:
  • Health Insurance
  • Dental Insurance
  • Simplified Employee Pension Plan (SEP) after one year of service
  • Paid Time Off

Ideal Candidate Profile:
  • Previous sales experience is preferred
  • Experience in the financial services sector is advantageous
  • High School Diploma is mandatory
  • Bachelor's or Associate degree in finance or a related field is preferred

Your Responsibilities:
  • Engage with potential financial clients through effective telemarketing and sales strategies
  • Conduct thorough needs assessments to provide tailored financial solutions
  • Coordinate appointments for financial advisors with prospective clients
  • Achieve daily activity and productivity targets
  • Maintain and nurture relationships with existing and potential clients
  • Support financial advisors with administrative tasks
  • Document client interactions and maintain accurate records
  • Assist in marketing initiatives directed at prospects
  • Manage database systems effectively
  • Respond to inquiries from clients and prospects as necessary

Key Attributes of a Successful Sales Profiler:
  • Exceptional verbal and written communication skills
  • High energy and self-motivated
  • Positive and optimistic demeanor
  • Strong multitasking and time management abilities
  • Competitive spirit with a focus on innovation
  • Resilience and determination
  • Collaborative team player

Compensation:
Starting salary of $37,000, with potential for increase based on experience.

Job Type: Full-time

Benefits:
  • Dental insurance
  • Health insurance
  • Paid time off
  • Retirement plan

Schedule:
  • 8-hour shifts
  • Daytime hours

Education Requirements:
High school diploma or equivalent is required.

Experience Requirements:
Minimum of 2 years in sales is required.

Work Location:
This position requires in-person attendance.

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