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Client Engagement Specialist

2 months ago

Cornelius, Oregon, United States Financial Independence Group, LLC Full time
Position Overview

ABOUT US:

Financial Independence Group, LLC is recognized as one of the premier Finance and Insurance Marketing Organizations (FMO & IMO) providing a wide array of products and services to financial professionals nationwide.

Our core beliefs include:

  • Diverse viewpoints lead to superior solutions.
  • Expertise is rooted in humility.
  • Continuous coaching fosters limitless growth.
  • Commitment to ongoing excellence.

JOIN OUR TEAM

YOUR RESPONSIBILITIES:

This position involves a dynamic approach to engaging with potential financial professionals, encouraging them to collaborate with F.I.G., a leader in the financial services distribution sector. While a structured system is in place, we empower our sales team to focus on the ultimate goal - bringing new firms to F.I.G. This may necessitate exploring beyond the conventional sales script on a daily basis.

This role offers a distinctive opportunity to gain insights into our function within the financial services landscape and to understand the significance of our values as we continue to grow and evolve in the industry. We are looking for dedicated, driven, and collaborative individuals who aspire to build a career in sales and possess outstanding communication abilities.

YOUR IMPACT:

  • Commitment to making over 100 telephone connections each business day.
  • Quick comprehension and retention of concepts and products.
  • Engagement in live role-playing with leadership to refine prospect pitches.
  • Accountability for achieving weekly and regular performance metrics.
  • Motivated by the successful closure of prospects.

WHY YOU ARE A GREAT FIT:

  • Preferred undergraduate degree in: Business (Finance, Accounting, Marketing, etc.).
  • Demonstrated success in a sales environment.
  • Willingness to make 100 connections each business day.
  • Resilience, a positive mindset, and a commitment to repetition are essential for success in this role.
  • Excellent verbal and written communication skills.
  • Determination in navigating the prospect cycle, which may be challenging.
  • Open to receiving guidance and direction.

This position offers a salary plus commission and requires full-time onsite presence during standard business hours. Additionally, F.I.G. provides health, dental, and vision insurance, a 401k plan, and a comprehensive PTO policy.

If you are passionate about fostering long-term relationships and empowering individuals to achieve their full potential, we encourage you to consider this opportunity.