Client Specialist

🕒 il y a 2 jours

🇺🇸 États-Unis – Télétravail

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

🚫👨‍🎓 Aucun diplôme requis

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 12%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Allworth Financial

Site WebLinkedInTous les Emplois

201 - 500 employés

💼 Conseil

💸 Finance

Consulting • Finance • Investment Management

Allworth Financial est un cabinet de conseil financier complet qui propose des services financiers personnalisés. Fondé comme une alternative aux modèles de conseil axés sur la vente, le cabinet place les intérêts de ses clients au premier plan. Allworth Financial propose notamment des services de préparation à la retraite et de planification financière, de gestion des investissements, d’optimisation fiscale et de planification successorale. Le cabinet s’engage à fournir des conseils financiers transparents, rémunérés aux honoraires. Fort de 30 ans d’expérience et de 22,5 milliards de dollars d’actifs sous gestion, Allworth Financial s’est forgé une solide réputation grâce à la satisfaction de ses clients et à ses solutions complètes de gestion de patrimoine, fondées sur l’expertise.

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 individuals, to establish rapport and build trust • Conduct consultative conversations to understand prospective clients’ financial needs, priorities, and objectives • Articulate Allworth’s value proposition in a client-centric and compelling manner • Build and nurture prospective client relationships and identify appropriate next steps • Execute high-volume prospective client outreach, including outbound calls, to drive pipeline growth and new business opportunities • Progress prospective clients through Allworth’s established sales process • Work toward achieving or exceeding individual and team sales goals • Manage assigned opportunities and determine the most effective path toward conversion • Manage objections and prospective client concerns while maintaining sales momentum • Partner with sales leadership and internal colleagues to maximize conversion opportunities and support organic growth objectives • Maintain accurate and timely prospective client information, activity, and next steps within CRM and sales systems • Adhere to established sales processes, communication standards, and best practices • Utilize CRM tools, sales enablement platforms, and digital communication systems • Identify opportunities to improve sales processes, messaging, and prospective client engagement • Share insights and feedback with leadership to strengthen sales tactics and team effectiveness • Adapt as sales strategies, goals, and business priorities evolve

🎯 Exigences

• 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 relationship-building prowess • Willingness to learn about—and work compliantly within—the financial services industry • Working knowledge of Salesforce or a similar CRM a plus • Must be in good compliance standing with all applicable rules, regulations, and policies • Direct experience supporting direct sales or the external sales process preferred • Background in a high-growth RIA or multi-branch advisory firm preferred

🏖️ Avantages

• 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 • Flexible working arrangements • Generous 401K contributions • Exempt associates qualify for our flexible paid time off policy • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment • 11 Paid Holidays • Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible) • Future growth opportunities within the company • Collaborative, creative environment where people can learn and grow • Benefits are available to full-time associates who work more than 30 hours a week