Note: The job is a remote job and is open to candidates in USA. Edelman Financial Engines (EFE) is dedicated to providing comprehensive financial advice to help clients thrive. The Outbound Investment Advisor role focuses on delivering financial strategies and building long-term client relationships through effective communication and personalized service.
Responsibilities
- Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets
- Actively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of client objectives
- Helps build the client relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & efficiently
- Educates client on financial, investment, debt management, and retirement planning strategies
- Works with high emotional intelligence, developing an unwavering environment of client trust
- Excels in a consistent, structured work environment
- Effective at time and prospect management; seeks to improve client contact rate and ensure that EFE campaigns are highly successful
Skills
- Bachelor's degree required and/or equivalent level of professional work experience
- Possess the Series 65 or Series 66 securities license
- Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity
- Fluency in English and Spanish
- Outstanding customer service experience
- Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client's financial goals
Benefits
- Quarterly performance based sales bonus
- Discretionary bonus
- Health, dental and other wellness plans
- 401(k) contributions
Company Overview
Company H1B Sponsorship