Financial Consultant - Client Growth & Retention - Bilingual
New
E
Edelman Financial Engines, LLCFinancial Services
RemoteFull-TimeMiddle
Salary$85,000 to $97,600
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Job Details
- Languages
- English and Spanish
- Required Skills
- Customer service
Requirements
- Bachelor’s degree or equivalent level of professional work experience.
- Possess the Series 65 or Series 66 securities license.
- Previous experience working in a consultative sales role.
- Prior work in a call center, preferably in an outbound capacity.
- Fluency in English and Spanish.
- Outstanding customer service experience.
- Results-oriented with a passion for phone-based client consultation and needs assessment.
Responsibilities
- Engage clients through marketing campaigns and outreach programs to encourage productive dialogue and attract new assets.
- Perform exploratory dialogue to identify client needs and initiate financial goal-based conversations.
- Present appropriate financial solutions to support the achievement of client objectives.
- Act as a knowledgeable resource for information, advice, and financial planning education.
- Handle client interactions accurately and efficiently while maintaining high emotional intelligence.
- Manage time and prospects effectively to improve client contact rates and campaign success.
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