Associate Advisor Guide - Remote

Overview

The Associate Advisor Guide will be responsible for making daily outbound sales calls, taking inbound inquiries, and conducting sales activities directly with prospects.

In Short

• Identify, qualify, and develop quality sales opportunities.
• Handle lead generation programs, call campaigns, and strategies to acquire new clients.
• Engage clients through inbound calls and follow-up outbound calls, email, and other approved media.
• Exhibit a high degree of energy.
• Build trusting relationships with clients with integrity and accountability.
• Ensure exceptional service and satisfaction.
• Participate in an open-communication environment within a busy team.
• Other duties or tasks as assigned by management.

Requirements

• High school diploma required; Bachelor's degree highly preferred.
• Financial services industry experience preferred; inside sales, relationship management, or client service experience preferred.
• Excellent communication skills (verbal and written).
• Proficiency with Salesforce, MS Word, Excel, PowerPoint, and Outlook.
• Must be highly flexible and confidential with all matters.

Benefits

• Company Paid Basic Life & AD&D Insurance.
• Company Paid Short-Term and Long-Term Disability Insurance.
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Generous paid time off program for vacation and sick days.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match.