Financial Consultant - Client Growth & Retention (Phoenix, AZ Hybrid)
- 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.
- 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
- 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.
Edelman Financial Engines takes a market-based approach to pay. The expected total compensation range for this role nationally is $85,000 to $97,600. This role is eligible for a quarterly performance based sales bonus. Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Pay Range
$61,600 - $82,100 USD
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