Financial Consultant - Client Growth & Retention

Edelman Financial Engines•Phoenix, AZ

16d•Remote

About The Position

Financial Consultant - Client Growth & Retention (Phoenix, AZ or Remote) 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 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 a Financial Consultant on our Engagement Center team, you’ll demonstrate the value of our products, services, and reputation. By providing best-in-class financial advice and a personalized client experience, the results will be increased client happiness, referrals, repeat business, and asset retention. As a trusted advisor within our 401k programs, you will reach out to existing clients and provide financial planning advice, building solutions to meet each client’s needs. You will guide the client through financial planning principles as well as digital self-service tools and other resources. This team focuses on building our brand and client relationship with each interaction, offering high value for the services provided, and growing assets under management, while always putting client goals first. We are looking for someone who has a desire to help people and provide guidance to help our clients succeed financially. If you have the heart of a teacher, compassion, and the ability to convey our company's purpose, this may be the 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
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.