Senior Wealth Consultant

Job not on LinkedIn

October 2

🌪️ Kansas – Remote

Although this job is listed in Kansas, this company may be open to hiring remote in other states.

⏰ Full Time

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

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Mariner

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Mariner provides products and services for better decision-making to manufacturers, worldwide. We offer Spyglass, a family of AI and IoT products:

11 - 50 employees

💰 Series A on 2022-03

📋 Description

• Develop and execute strategies to maximize sales opportunities from digital referral partners, ensuring a steady flow of qualified leads. • Manage relationships with digital referral sources, fostering strong partnerships to enhance lead quality and volume. • Track and analyze the performance of referral partner programs, making data-driven adjustments to improve lead conversion rates and client acquisition. • Collaborate with internal sales teams to ensure effective follow-up and engagement with referred leads, optimizing the sales pipeline. • Work closely with marketing and sales teams to create and implement processes for handling leads from digital sources, ensuring timely communication and seamless handoffs. • Utilize CRM tools to track lead status, maintain accurate records, and provide regular reporting on referral program performance. • Engage potential clients with a high degree of professionalism, ensuring they have a smooth and positive experience throughout the sales process. • Identify new opportunities to expand the network of digital referral partners, continuously growing the lead pool. • Train and support internal sales teams on best practices for managing and converting digital referrals. • Other duties as assigned by management.

🎯 Requirements

• Bachelor’s degree in business or other related field from an accredited college or university • 5+ years’ experience in the financial services industry • Series 65, or CFP required

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities