Future Client Advisor - Wealth Growth Driver

Allworth Financial; Sacramento (CA); In loco; USD 60.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

401K

Paid time off

Holidays

Descrizione del lavoro

Allworth Financial in Sacramento, CA seeks a Future Client Specialist to drive organic growth by engaging and educating prospective clients about the value Allworth can bring. You will be a first point of contact, help determine fit, and connect clients with the right financial advisor.

Work with a collaborative sales team across multiple lead channels, manage high-volume outreach, and advance qualified opportunities through Allworth’s sales process while maintaining compliance and upholding the

Competenze

• 2+ years of measured success in a sales environment
• Demonstrated ability to uncover client needs and recommend appropriate solutions
• Strong objection-handling and problem-solving skills
• Exceptional verbal and written communication skills, including active listening and relationship-building prowess
• Willingness to learn about—and work compliantly within—the financial services industry
• Working knowledge of Salesforce or a similar CRM a plus
• Must be in good compliance standing with all applicable rules, regulations, and policies

Mansioni

• Engage prospective clients across a variety of lead channels and establish trust through thoughtful, consultative conversations
• Understand prospective client needs and effectively communicate Allworth’s value proposition
• Determine and advance highly qualified opportunities to the external sales team
• Manage a high volume of prospective client outreach to drive pipeline growth and new business opportunities
• Collaborate with sales leadership and internal colleagues to maximize conversion opportunities and support broader growth objectives
• Maintain accurate prospective client information within CRM and adhere to sales processes and best practices

Conoscenze

Sales experience

Needs assessment

Objection handling

Verbal and written communication

Compliance knowledge

CRM familiarity

Strumenti

Salesforce

Descrizione del lavoro

Allworth Financial in Sacramento, CA seeks a Future Client Specialist to drive organic growth by engaging and educating prospective clients about the value Allworth can bring. You will be a first point of contact, help determine fit, and connect clients with the right financial advisor.

Work with a collaborative sales team across multiple lead channels, manage high-volume outreach, and advance qualified opportunities through Allworth’s sales process while maintaining compliance and upholding the