Inbound Sales Consultant
Core
Inbound Sales Consultant serving as the first point of contact for individuals ready to take the next step in their investing journey, building trust-based relationships and connecting them with appropriate financial solutions.
Role type
Inbound Sales Consultant
Builds
Retirement planning, brokerage services, and investment guidance solutions
Domain
Financial Services / Investment
Deliverable
client delivery
Required skills
Verbal and written communication, Client relationship building, Sales goal achievement, Regulatory licensing (SIE, Series 7, Series 66), Digital communication channel navigation
Preferred skills
Strong client relationship building, Sales goal achievement, Internal stakeholder partnership, Ambiguity navigation, Critical thinking, Problem-solving, Organization, Time management
Technologies
Phone, Web, Email, Digital communication channels
Responsibilities
Build trust-based relationships with prospective and existing clients, Discover and understand client goals and needs, Connect clients with appropriate financial solutions, Deliver exceptional client experience through consultative conversations
Seniority
Entry-level to Mid-level, requires licensing