Senior Cross-Sell Advisor: Wealth & Estate

CSI Group; New York (NY); On-site; USD 100,000 - 160,000; Full time

Job summary

CSI Group is a leading financial services firm focused on simplifying financial security for America’s middle class. We leverage CSI360 meetings to qualify opportunities and move qualified members to the right professional.

This Senior Advisor role is client-facing and highly calendar-driven. The position emphasizes disciplined gating, accurate CRM records, and collaboration with Lead Advisors and Financial Advisors to optimize cross-sell outcomes across wealth management, estate planning, and

Qualifications

• 5+ years of experience in financial services or advisory roles.
• Ability to identify and convert cross-sell opportunities.
• Strong CRM usage and record-keeping.
• Comfort with AI-enabled tools and CoAdvisor.

Responsibilities

• Run CSI360 meetings for pod members.
• Use CoAdvisor in CSI360 meetings to guide conversations and qualification.
• Coordinate attendance of the Lead Advisor when available.
• Screen and explore member needs across CSI Group’s service lines: wealth, estate, life insurance.
• Determine qualification for follow-up with Financial Advisor or Attorney; final call.

Skills

Financial services experience

Cross-sell expertise

CRM proficiency

Interpersonal skills

Pipeline management

Education

Bachelor’s degree in finance

Equivalent professional experience

Tools

CoAdvisor

CRM systems

Microsoft Office

Tax preparation platforms

Job description

CSI Group is a leading financial services firm focused on simplifying financial security for America’s middle class. We leverage CSI360 meetings to qualify opportunities and move qualified members to the right professional.

This Senior Advisor role is client-facing and highly calendar-driven. The position emphasizes disciplined gating, accurate CRM records, and collaboration with Lead Advisors and Financial Advisors to optimize cross-sell outcomes across wealth management, estate planning, and