Description:
Primary Job Functions
Initiate the Advisor Opportunity Sales Pipeline
- Produce sales results by developing and qualifying leads
- Screen prospective clients and set appointments for financial advisors
- Create a high volume of outbound dials and email activity
Communicate Company Value Proposition
- Partner with Marketing to communicate company brand and messaging
- Understands current marketing channels and event campaigns
- Enthusiastically communicates the company’s service offering (planning, investment, tax, trust services, etc.) and purpose, mission, and values
Utilize Salesforce Customer Relationship Management System
- Use Salesforce high velocity sales applications to prioritize work queues
- Accurately and efficiently record data entry of interactions with prospects
- Input new client Opportunities for advisors, ensuring proper data and reporting
- Utilize advisor rotation software to ensure accurate prospect assignment
Build and Maintain Financial Industry Knowledge
- Comply with the securities industry rules and regulations
- Maintain awareness of current market trends and education
- Expand financial industry knowledge and experience
Education/Qualifications
- Bachelor's Degree (or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education) in business; finance, economics or related
- Experience in Financial Services with outbound sales experience; proven track record of producing consistent sales results and exceeding goals
- Series 7 and 66 (or 63 & 65) preferred
- Ability to work as a team member; positive solution-focused attitude
- Strong phone presence and communication skills
- Knowledge of financial planning and advisory practices
- Proficient with Microsoft Office Suite or related software.
- Familiarity with Salesforce and Support Org functionality
- Experience with Workday preferred