Financial Consultant - Client Growth & Retention - Bilingual
About The Position
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As an Outbound Investment Advisor on the Advisor Center team, you’ll play a pivotal role by delivering financial strategies to help individuals achieve their goals. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Outbound Investment Advisor role, we are seeking a candidate with a desire to help clients succeed financially. If you are inspired by purpose-driven work and a collaborative, values-led culture, this may be an opportunity for you!
Requirements
- Bachelor’s degree required and/or equivalent level of professional work experience.
- Possess the Series 65 or Series 66 securities license
- Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity
- Fluency in English and Spanish
- Outstanding customer service experience
- Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals.
Responsibilities
- Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets.
- Actively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of client objectives.
- Helps build the client relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & efficiently.
- Educates client on financial, investment, debt management, and retirement planning strategies
- Works with high emotional intelligence, developing an unwavering environment of client trust.
- Excels in a consistent, structured work environment.
- Effective at time and prospect management; seeks to improve client contact rate and ensure that EFE campaigns are highly successful.
Benefits
- health, dental and other wellness plans
- 401(k) contributions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
