Financial Services Consultant
2 weeks ago
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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