Prospective Client Growth Specialist - Remote & Flexible

Allworth Financial; Oregon; Ibrido; USD 60.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical: Blue Shield Plans

Dental insurance

Vision insurance

Flexible spending accounts

Flexible working arrangements

Generous 401K contributions

Paid time off

11 Paid Holidays

Equity Purchase Program

Descrizione del lavoro

Allworth Financial is seeking a Future Client Specialist who reports to the Director of Future Client Development. You will engage prospective clients across multiple lead channels, educate them on Allworth's value, and determine fit to connect them with the right financial advisor.

You will manage a high volume of interactions with high-net-worth individuals, apply consultative selling, and advance qualified opportunities through Allworth's sales process.

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 consultative conversations.
• Understand prospective client needs and effectively communicate Allworth's value proposition.
• Drive pipeline growth and new business opportunities.
• Progress prospective clients through Allworth's sales process and manage objections while maintaining momentum.
• Share insights with leadership to help strengthen sales tactics and processes.

Conoscenze

Sales experience

Prospecting

Communication

Active listening

Objection handling

CRM experience

Strumenti

Salesforce

Descrizione del lavoro

Allworth Financial is seeking a Future Client Specialist who reports to the Director of Future Client Development. You will engage prospective clients across multiple lead channels, educate them on Allworth's value, and determine fit to connect them with the right financial advisor.

You will manage a high volume of interactions with high-net-worth individuals, apply consultative selling, and advance qualified opportunities through Allworth's sales process.