Associate Advisor Guide

Job Summary

Engaging in daily outbound sales calls, the full-time Associate Advisor Guide will identify and develop sales opportunities, handle lead generation programs, and provide exceptional service to prospects in a remote setting.

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 follow-up outbound calls and other approved media

Required qualifications:

• High school diploma required; Bachelor's degree preferred in Business, Economics, Accounting, or Finance
• Financial services industry experience preferred, particularly in inside sales or client service
• Weekend availability preferred
• Proficiency with Salesforce, MS Office Suite, and experience working with high-level professionals
• Must demonstrate flexibility and confidentiality in all matters