Financial Success Advisor
16 hours ago
We are seeking a highly skilled Financial Success Advisor to join our team at Acquire Wealth Collective LLC.
Job OverviewThis is an excellent opportunity for individuals who are passionate about sales and client success. As a Financial Success Advisor, you will play a crucial role in shaping our clients' financial futures.
Responsibilities- Client Engagement: Initiate and nurture both outbound and inbound sales conversations to guide prospects through the decision-making process with expertise and empathy.
- Sales Pipeline Management: Maintain a robust and detailed sales pipeline within our CRM system, ensuring consistent communication and clarity.
- Product Knowledge: Gain a deep understanding of our products and effectively communicate their value to prospects.
- Collaboration: Work collaboratively with the Customer Success team to ensure seamless client experiences.
- Proven Experience: Proven experience in sales, preferably in a financial services environment.
- Communication Skills: Strong communication skills, both verbal and written, with an emphasis on persuasive and clear client interactions.
- Rapport Building: Demonstrated ability to build rapport and maintain client relationships.
- Teamwork: Ability to work collaboratively in a team environment.
- Education: High School Diploma or equivalent.
- Skills: Understanding of sales techniques and best practices in customer service.
- Lifestyle: Willingness to work well in a team environment and adapt to a dynamic, fast-paced work environment.
The estimated salary for this position is $50,000 - 70,000 per year, depending on experience and qualifications. We offer a comprehensive benefits package, including health insurance, retirement plans, and opportunities for professional growth and development.
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