Sales Support Specialist

Carson Wealth; Omaha (NE); On-site; USD 55,000 - 71,000; Full time

Benefits offered by this job

401(k) matching

Health benefits

PTO

Parental Leave

Medical, Dental, Vision

Life Insurance

Wellbeing programs

Job summary

Carson Wealth in Omaha is seeking a Sales Consultant to prospect, qualify, and nurture leads for partner financial advisors. The role focuses on outbound calling, understanding client needs, and effectively communicating the value of financial advice.

The position supports office administration and data preparation within a fast-paced, high-growth environment. The total rewards include base salary with bonus potential, 401(k) match, health benefits, PTO, parental leave, and a comprehensive

Qualifications

• 2+ years of sales experience, preferably in financial services
• S65 license or ability to attain licensing within 12 months of hire
• Experience with cold calling or prospecting and meeting sales targets

Responsibilities

• Connect with inbound/outbound leads to schedule appointments for partner advisors
• Follow established processes, scripts, and CRM standards
• Update CRM tools, provide reporting, and assist with data entry and admin duties
• Collaborate with team and advisors to share best practices and improve performance
• Identify opportunities to improve team performance, data handling, and tool use
• Support a high-performance team culture through proactive problem-solving and collaboration

Skills

High-volume sales

Customer service

CRM tools

Sales reporting

Team collaboration

Sales prospecting

Tools

Salesforce

Calendly

Job description

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

The Sales Consultant is responsible for prospecting, qualifying, and nurturing prospective client leads, with the goal of scheduling appointments for partner financial advisors that convert to client relationships. This individual must be skilled at outbound calling and prospecting, with the ability to assess the needs and level of intent from cold inbound leads. They will also be able to effectively speak to and sell the value and impact of a financial advisor and be able to provide limited financial guidance of their own to impactfully warm leads. This role will also assist with organizing office details, administrative follow-up, and data preparation and analysis.

What to Expect

• Connect with assigned inbound and outbound leads to sell the benefit of financial advice from a Carson Partner at or above expected contact volume and appointment schedule rate levels.
• Adhere to established processes, scripts, and operational standards with regards to channel, frequency, and messaging to prospective leads and advisor partners
• Assist the broader Client Acquisition Sales team with administrative tasks such as updating CRM tools, providing reporting, follow-up with advisors and other duties as assigned.
• Participate in team and advisor best-practice sharing to improve own performance and performance of the team
• Actively surface ideas and opportunities for team performance improvement, better connection to Advisors, better data handling and entry, technical toolsets, integration with marketing or other efforts to increase the team’s achievement of shared goals.
• Support a healthy and engaging high-performance team culture by participating, focusing on solutions rather than problems, and connecting frequently and meaningfully with colleagues and leadership

What You Need

• Experienced in high-volume sales
• Experienced in customer service, with the ability to meaningfully connect with callers
• Familiar with sales management, tracking, and reporting tools; able to apply such tools effectively to create organized reporting and facilitate customer relationship management (CRM) best practices
• Enthusiastic about learning and sharing ideas and strategies that align with the sales team's goals.
• Team player who possesses excellent interpersonal skills and communication abilities
• Organized, detail-oriented, and excellent time-management skills
• Comfortable in a fast-paced, high-growth environment
• Experience with Salesforce preferred, or other CRM experience
• Possess a strong work ethic and personal values
• Must like to work in the office and in a team environment
• Must be able to work independently and in a team environment
• Ability to learn tools including Calendly, and assist the offices in administrative onboarding processes

Preferred Education and Experiences

• 2+ yrs sales experience; financial services industry preferred but not required, with a demonstrated track record of achieving and exceeding sales goals
• S65 license or ability to attain licensing within 12 months of hire
• 2+ years outperforming revenue targets as an individual contributor
• 1+ years of cold calling or prospecting experience

EEO Statement:

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an eqal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

• Starting annual base salary between $55,000 - $71,000.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.