Financial Consultant - Client Growth & Retention
New
E
Edelman Financial Engines, LLCFinancial Services
RemoteFull-TimeMiddle
Salary$85,000 to $97,600. This role is eligible for a quarterly performance based sales bonus.
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Job Details
- Required Skills
- Customer service
Requirements
- Bachelor’s degree or equivalent level of professional work experience.
- Valid Series 65 or Series 66 securities license.
- Previous experience in a consultative sales role.
- Experience working in a call center, preferably in an outbound capacity.
- Outstanding customer service experience.
- Results-oriented with a passion for phone-based client interaction.
- Ability to excel in a consistent, structured work environment.
- Strong, confident, and persuasive communication style.
Responsibilities
- Engages clients through marketing campaigns and outreach programs to increase retention and attract new assets.
- Conducts exploratory dialogues to identify client needs and initiate goal-based conversations.
- Presents appropriate financial solutions to support client objectives.
- Serves as a knowledgeable resource for information on financial, investment, debt management, and retirement planning strategies.
- Develops client trust through high emotional intelligence and accurate, efficient interactions.
- Manages time and prospects effectively to improve client contact rates and campaign success.
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