Financial Services Professional

3 days ago


Phoenix, Arizona, United States Simplicity Group Holdings Full time
Job Summary

The Financial Services Professional will be responsible for providing marketing, financial planning solutions, fixed annuity knowledge, and exceptional customer service to independent agents/agencies. This role involves expanding and retaining an active agent base by establishing a good rapport with clients using professional phone skills.

About the Role
  • Make proactive outbound sales calls to recruit financial advisors, train them on product solutions and marketing programs, and grow their practices.
  • Respond to inbound calls regarding product solutions, marketing programs, and practice betterment services.
  • Meet call activity expectations and monthly sales goals set forth by management.

Key Responsibilities:

  • Budgeting and Forecasting: Develop and manage budgets and forecasts to drive business growth and ensure financial stability.
  • Sales Strategy: Design and implement effective sales strategies to expand the customer base and increase revenue.
  • Customer Service: Provide exceptional customer service to build strong relationships with clients and promote loyalty.
What We Offer
  • A competitive estimated annual salary of $70,000 - $100,000 based on experience.
  • Opportunities for bonuses and variable compensation.
  • A comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k) with employer match.
  • Paid Time Off and paid parking.

Requirements:

  • At least three years of successful internal sales consultant results.
  • Proficient in Microsoft Outlook, Word, and Excel with accurate typing skills.
  • Suitable travel may be required.


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