Future Client Specialist

📋 Description

• Serve as a primary point of contact for prospective clients across a variety of lead channels
• Communicate confidently and persuasively with prospective clients, including high-net-worth
• Conduct consultative conversations to understand prospective clients’ financial needs, priorities
• Clearly and consistently articulate Allworth’s value proposition in a client-centric and compelling
• Provide a high-quality prospective client experience aligned with Allworth’s standards and
• Build and nurture relationships with prospective clients while identifying appropriate next steps

🎯 Requirements

• 2+ years of measured success in a sales environment
• Demonstrated ability to uncover client needs and recommend appropriate solutions
• Strong objection-handling and problem-solving skills
• Exceptional verbal and written communication skills, including active listening and
• Willingness to learn about—and work compliantly within—the financial services industry
• Working knowledge of Salesforce or a similar CRM a plus

🎁 Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts