Advisor Guide
Core
Associate Advisor Guide responsible for outbound/inbound sales calls, lead generation, and acquiring new clients for a financial advisory firm.
Role type
Inside Sales Representative (Financial Services)
Builds
New client acquisition pipeline for financial planning and investment management services
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Lead generation, outbound/inbound sales calling, relationship building, Salesforce proficiency, MS Office suite (Word, Excel, PowerPoint, Outlook), high energy, flexibility
Preferred skills
Bachelor's degree in Business/Economics/Accounting/Finance, financial services industry experience, inside sales or relationship management experience, weekend availability
Responsibilities
Identify, qualify, and develop sales opportunities; handle lead generation programs and call campaigns; engage prospective clients via phone and email; build trusting relationships with high-level professionals; ensure exceptional service and satisfaction
Seniority
Entry-level / Individual Contributor