Note: The job is a remote job and is open to candidates in USA. Edelman 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.
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
Skills
- 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 Overview
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://www.edelmanfinancialengines.com/.
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