Prospective Client Growth Specialist

Allworth Financial; Dallas (TX); Presencial; USD 50 000 - 70 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical insurance

Dental insurance

Vision insurance

401K contributions

Flexible working arrangements

Paid time off

Resumo da oferta

Allworth Financial in Dallas, TX seeks a Future Client Specialist to drive organic growth by engaging and educating prospective clients on the value Allworth can bring to their financial lives. As a first point of contact, you will determine fit and connect clients with the right advisor.

You will work with a collaborative sales team to engage across lead channels, understand needs, communicate the value proposition, and move highly qualified opportunities to the external sales team, helping

Qualificações

• 2+ years of sales experience.
• Ability to uncover client needs and propose solutions.
• Strong verbal and written communication and active listening.
• Willingness to learn about financial services industry and comply with regulations.
• Experience with Salesforce or similar CRM is a plus.
• Must maintain compliance with applicable rules and policies.

Responsabilidades

• Engage prospective clients across multiple channels and establish trust.
• Communicate value proposition and qualify opportunities for the external sales team.
• Drive pipeline growth through outbound outreach and meetings.
• Manage opportunities through the sales process and overcome objections.
• Maintain accurate CRM data and support process improvements.
• Collaborate with leadership to maximize conversion and growth.

Conhecimentos

Sales experience

Needs discovery

Objection handling

Communication skills

Financial services knowledge

Salesforce CRM

Compliance awareness

Ferramentas

Salesforce

Descrição da oferta de emprego

Allworth Financial in Dallas, TX seeks a Future Client Specialist to drive organic growth by engaging and educating prospective clients on the value Allworth can bring to their financial lives. As a first point of contact, you will determine fit and connect clients with the right advisor.

You will work with a collaborative sales team to engage across lead channels, understand needs, communicate the value proposition, and move highly qualified opportunities to the external sales team, helping