Financial Services Professional
3 days ago
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.
- 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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