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Edelman Financial Engines · 1 day ago

Sr. Inside Sales Associate (Phoenix, AZ)

Phoenix, Arizona

Full-time

Onsite

Mid, Senior Level

$61K/yr - $81K/yr

5+ years exp

Edelman Financial Engines is committed to guiding people with the financial advice they need to thrive. As a Sr. Inside Sales Associate on the Client Discovery team, you will engage with prospective clients through consultative dialogue, promoting EFE's Wealth Management services and driving lead conversion.

ConsultingFinancial ServicesPersonal FinanceRetirement

Responsibilities

Effectively engages prospects in exploratory dialogue to identify needs/wants and value expectations to support the achievement of prospects’ objectives

Applies knowledge of EFE’s Financial Planning capabilities to promote products and services (retirement planning, investments, estate planning, insurance, and tax planning) to convey how EFE financial planners could potentially address their needs

Accurately assess prospect’s needs and build a prospect profile to identify the right tier/treatment based on defined assignment criteria, while collecting and recording crucial client information for Planners

Support marketing strategies to attract, convert, and retain new clients; provide insights/feedback to business partners on prospects’ desires, needs, and areas of concern

Communicate effectively both verbally and in writing with Planners and other internal partners to share information about the prospect’s interaction

Qualification

Sales experienceFinancial services knowledgeInterpersonal skillsCommunication skillsCoachingDevelopmentBachelor's degreeFinancial licenseEmotional intelligence