Inside Sales Associate - Remote

Overview

As an Inside Sales Associate on the Client Discovery team, you’ll play a pivotal role by engaging with prospective clients and introducing them to EFE’s Wealth Planning Services.

In Short

• Engage with prospective clients to identify their needs and introduce them to financial services.
• Promote products and services related to retirement, investments, estate planning, insurance, and tax planning.
• Build prospect profiles and assess client needs accurately.
• Support marketing strategies to attract and convert new clients.
• Communicate effectively with clients and internal teams.

Requirements

• Sales and customer service experience.
• Strong interpersonal and active listening skills.
• Excellent communication skills and phone presence.
• Strong emotional intelligence and ability to handle rejection.
• Strong time management and organizational skills.
• Ability to multitask and use various systems effectively.

Benefits

• Competitive salary with potential for bonuses.
• Health, dental, and wellness plans.
• 401(k) contributions.
• Opportunity for career growth and development.
• Collaborative and supportive work culture.