Falcon Wealth Planning, Inc. · 3 months ago
Client Conversion Specialist (Closer)
Ontario, CA
Full-time
Hybrid
Mid Level
$65K/yr - $500K/yrFalcon Wealth Planning is a fast-growing fiduciary financial planning firm seeking a Client Conversion Specialist to join their Advisory team. This role involves partnering with Advisors and Relationship Managers to close high-value or complex prospects, guiding clients toward informed decisions.
ConsultingFinancial ServicesImpact Investing
Responsibilities
Work directly with Advisors and Relationship Managers to close qualified leads
Present Falcon’s financial planning process and fiduciary value proposition
Handle objections with professionalism and clarity
Maintain detailed records and follow-up activity in Salesforce
Consistently meet or exceed monthly and quarterly conversion goals
Qualification
Required
Proven record of success in meeting or exceeding sales goals
Excellent communication and negotiation skills
Strong ability to build rapport and guide clients through decisions
Experience in financial services, insurance, or automotive sales required
Self-motivated, organized, and results-driven
Preferred
Bachelor's degree preferred but not required
Benefits
Medical, dental, vision, 401(k), and paid time off.
401(k)
Dental insurance
Health insurance
Paid time off
Tuition reimbursement
Vision insurance
Company
Falcon Wealth Planning, Inc.
Falcon Wealth Planning, Inc.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Gabriel Shahin, CFP®, MBA
Founder and Principal
Michael Jensen, CFP®
Managing Partner
Recent News
2025-10-15
2025-07-15
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