Associate Advisor

Job Summary

A company is looking for an Associate Advisor Guide responsible for outbound sales calls and client engagement.

Key Responsibilities

• Identify, qualify, and develop sales opportunities
• Manage lead generation programs and call campaigns to acquire new clients
• Engage clients through inbound and follow-up outbound communications

Required Qualifications

• High school diploma required; Bachelor's degree preferred in Business, Economics, Accounting, or Finance
• Financial services industry experience preferred, including inside sales or client service
• Weekend availability preferred
• Proficiency with Salesforce and Microsoft Office Suite
• Experience working with high-level professionals