Associate Advisor Guide

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