Edelman Financial Engines · 2 hours ago
Inside Sales Associate (Phoenix, AZ)
United States
Full-time
Remote
New Grad, Entry Level
$46K/yr - $62K/yrEdelman Financial Engines (EFE) is dedicated to guiding individuals with financial advice to help them thrive. The Inside Sales Associate will engage with potential clients, introduce them to EFE’s Wealth Planning Services, and utilize strong communication skills to drive lead conversion and assist clients in achieving their financial goals.
ConsultingFinancial ServicesPersonal FinanceRetirement
Responsibilities
Effectively engages the client in exploratory dialogue to identify needs/wants and value expectations to support the achievement of client objectives
Applies knowledge of EFE’s Wealth Management 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 client 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 prospect’s 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 interaction
Qualification
Required
Sales and customer service experience
Strong interpersonal and active listening skills; ability to build an environment where clients are comfortable to share personal financial information
Exhibits excellent communication skills and phone presence while engaging with clients; shares information concisely and makes next steps clear
Strong emotional intelligence; handles rejection well; ability to show compassion, care, and concern appropriately as well as open to coaching and feedback
Strong time management, organizational, and prioritization skills
Ability to multitask systems effectively to meet client needs (lead management, phone, computer, and SMS systems, etc.)
Benefits
Discretionary bonus
Health
Dental and other wellness plans
401(k) contributions
Company
Edelman Financial Engines
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Founded in 1986Boston, Massachusetts, USA
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired
Leadership Team
Ralph Haberli
Chief Executive Officer
Suzanne van Staveren
Executive Vice President and Chief Financial Officer
Recent News
2025-12-10
2025-11-07
2025-10-15
Company data provided by crunchbase