New Client Conversion Counselor - Dallas TX
نُشرت في :
06-12-2022
صاحب العمل نشط
1 وظيفة شاغرة
هذا المنشور غير متاح الآن! ربما يكون قد تم شغل الوظيفة.
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيValid email field required
أرسل الوظائف
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيValid email field required
أرسل الوظائف
الخبرة
4-5 سنوات
الراتب الشهري
لم يكشف
لم يتم الكشف عن الراتب
عدد الوظائف الشاغرة
1 وظيفة شاغرة
نُشرت في :
06-12-2022
الوصف الوظيفي
رقم الوظيفة : 1784181
*New Client Conversion Counselor*
Do you enjoy helping new clients establish an investment strategy?
Do you have a minimum of 2 -3 years experience in asset management, financial and client services?
Do you have financial sales experience but no longer want to cold call potential leads?
Do you want uncapped earnings potential by doing the right thing for clients?
Do you still want access to a lucrative commission structure while focusing on client service?
At our client, the New Client Conversion Counselors are the primary contact for their high net worth clients from the beginning. This role is responsible for welcoming and onboarding new clients, ensuring that they fund their accounts, and helping align our clients portfolio strategy with their goals and objectives. You would be part of an elite team backed by our talented Investment Policy Committee (IPC).
Our clients work hard for their money and we work hard for our clients, striving to deliver high touch white glove service that exceeds expectations. Their success is our success, their goals are our goals. Building an honest transparent relationship with clients is an essential part of meeting our fiduciary responsibilities. Creating an honest authentic relationship with each client is integral to earning your compensation on high rates of conversion.
We are looking for a passionate professional for our client who can relate to the high net worth clientele, articulate our client s financial philosophy, build rapport, and establish a trusting relationship that lasts. You will be responsible for educating each of your assigned clients on our client s investment philosophy and providing a fundamental understanding of our clients investment strategy.
Having success in a finance services or sales role is ground work for continued achievement as a New Client Conversion Investment Counselor. You will be the voice of our client from either their Portland Oregon area offices or new Dallas Texas location.
Successful New Client Conversion Counselors communicate effectively, and connect with people, helping deliver the elite service we expect. It will be challenging every step of the way, but rewarding at the deepest level.
OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER
The Day-to-Day: Complete a high volume of telephone and in-person meeting activities with prospective clients Provide financial solutions to clients based on plan sponsor/employee goals and needs Educate prospects on our client's retirement platform Manage prospect pipeline Your Qualifications: 3+ years sales experience in qualified retirement plans space High activity orientation on the phone and in person Quantifiable sales production history Experience with closing
نوع التوظيف
دوام كامل
المهارات المطلوبة
الإبلاغ عن هذه الوظيفة
إخلاء المسؤولية: د.جوب هو مجرد منصة تربط بين الباحثين عن عمل وأصحاب العمل. ننصح المتقدمين بإجراء بحث مستقل خاص بهم في أوراق اعتماد صاحب العمل المحتمل.
نحن نحرص على ألا يتم طلب أي مدفوعات مالية من قبل عملائنا، وبالتالي فإننا ننصح بعدم مشاركة أي معلومات شخصية أو متعلقة بالحسابات المصرفية مع أي طرف ثالث. إذا كنت تشك في وقوع أي احتيال أو سوء تصرف، فيرجى التواصل معنا من خلال تعبئة النموذج الموجود على الصفحة اتصل بنا
