Sales Representative/Sales Associate (Weekend)

First, let us tell you what's in it for you when applying for this job:

• Ability to work during a weekend schedule (exact schedule to determined during interview process, if you're a fit). Great for those who have other commitments during the week.
• Fully remote work environment.
• The opportunity to help clients achieve their goals and have a successful retirement.
• Competitive hourly pay.

Now, more about the hiring company and position:

A remote-focused Registered Investment Advisor helping clients with high-level wealth solutions and strategies is looking for an Sales Representative to join their team.

Their team is dedicated to the success clients and works together collaboratively and purposefully to achieve the goals of every client. They are onboarding new team members that they believe will be true to the mission of helping clients achieve transformational values in their lives.

This position requires the ability to build rapport and cultivate relationships with high net-worth individuals and families. You will be performing outbound calls, but not cold calling. These individuals have already expressed an interest in the firm’s solutions. In addition, you must be able to effectively communicate the firm’s value proposition and how the firm can provide significant and meaningful solutions to clients.

The ideal candidate easy to talk to, good at listening and has overall strong communication skills. At the same time, this candidate will need to stay organized and be proactive with daily tasks. Experience with CRM platforms and pulling reports is a plus.

Responsibilities:

• Scheduling leads with professionals who can provide the most value, as well as setting those professionals up for success in earning the leads’ business.
• Talking to leads to determine their assets, income, financial objectives, tax status, risk tolerance, or other information needed to schedule them with a team member that is able to help with their specific needs.
• Calling multiple leads as they express interest day to uncover their areas of financial concern and financial standing.

Requirements:

• Ability to show value to leads and gain business.
• 1+ year of experience in sales.
• Comfortable using a computer for various tasks.
• Ability to work with minimal supervision and take constructive feedback.
• Proficient in Word, Excel, Outlook as well as a CRM platform.
• Experience with outbound calls preferred.
• Proper phone etiquette for both inbound and outbound calls.

This position has two conditions. First, the firm is a west coast company. You must a to-be-determined schedule that is on Pacific Time. Second, while this position is fully remote, this is not a freelancer type of position. You must be in a virtual office (think being on Zoom) during work hours. By applying, you understand and accept these two requirements. There will be an opportunity for questions later in the interview process.

Hiring company is an SEC registered investment adviser. Insurance products and services offered through a separate affiliated company. Hiring company will be disclosed during interview process.