Associate Advisor Guide

This job has been removed
Location: Remote
Compensation: To Be Discussed
Staff Reviewed: Thu, Feb 08, 2024
This job expires in: 8 days

Job Summary

A company is looking for an Associate Advisor Guide to drive company revenue growth initiatives and expand the company's client base.

Key Responsibilities:
  • Identify, qualify, and develop quality sales opportunities
  • Handle lead generation programs and call campaigns to acquire new clients
  • Engage clients through inbound and outbound calls, email, and other approved media

Required Qualifications:
  • High school diploma required; Bachelor's degree highly preferred
  • Prior Financial Services industry experience preferred
  • Experience working with Salesforce, MS Word, Excel, PowerPoint, and Outlook
  • Experience working with high-level, busy professionals
  • Must be highly flexible and confidential with all matters

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