Abich Financial Services Inc. · 2 weeks ago
Junior Financial Sales Associate
Ashburn, VA
Full-time
Onsite
Entry Level
$55K/yr - $65K/yr
2+ years expAbich Financial Services Inc. is a leading fiduciary financial planning firm specializing in phase 2 retirement planning. As a Junior Financial Sales Associate, you will support the front-end sales process by serving as the first point of contact for prospective clients, handling inquiries, providing resolutions, and maintaining communication throughout their journey.
ConsultingFinancial ServicesRetirement
No H1B
Responsibilities
Schedule qualified prospects who show up to first appointments
Pursue unscheduled qualified leads in a timely manner
Recapture prospects who drop off the calendar to maintain engagement
Maintain detailed records in the CRM database, tracking prospects throughout the sales process
Provide consistent communication with clients and prospective clients to enhance their experience
Support sales efforts through calendar management, data entry, and event coordination
Assist with ad hoc sales-related tasks, event planning, and administrative duties as needed
Qualification
Required
Minimum of two years of experience in a client-facing or sales role with a strong emphasis on customer service and communication
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM software
Ability to manage multiple tasks efficiently, prioritize effectively, and follow up on outstanding items
Strong organizational skills, attention to detail, and ability to work both independently and as part of a team
Excellent verbal and written communication skills to facilitate professional interactions with clients, advisors, and third parties
High level of discretion when handling confidential client information
Preferred
Previous experience in financial services, particularly investment management, annuities, and life insurance
Benefits
Quarterly Bonus Opportunities
Quarterly Awards and Recognition
401(k) Plan with up to 4% Employer Match
15 Days of Paid Time Off
10 Paid Holidays
Dental Insurance
Health Insurance
Vision Insurance
HSA & FSA Options
Company-Paid Life Insurance & Disability
Paid Parental Leave
Mental Health Resources and Employee Assistance Program (EAP)
Tuition Reimbursement for Job-Related Continuing Education
Company
Abich Financial Services Inc.
A fiduciary Phase 2 retirement planning firm helping people ages 55-75 years old to retire with dignity and confidence.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Abe Abich
Founder and CEO
Recent News
2025-08-14
2025-06-27
2025-06-13
Company data provided by crunchbase