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VP, Market Leader US Sales – Business Development
Unknown
United States
Financial Services
Sales Strategy
Client Relationship Management
Responsibilities:
- Engage clients through marketing campaigns and outreach, using a persuasive communication style to reinforce company values and increase retention.
- Actively explore client needs and initiate financial goal-based conversations to present appropriate solutions.
Requirements:
- Bachelor’s degree required; Series 65 or 66 securities license necessary.
- Previous experience in consultative sales, preferably in an outbound call center environment.
- Outstanding customer service skills and a results-oriented mindset with a passion for helping clients over the phone.
Benefits:
- Competitive base pay plus quarterly performance-based sales bonus.
- Health, dental, and wellness plans; 401(k) contributions.
- Purpose-driven work in a collaborative, values-led culture.
Edelman Financial Engines
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to help people achieve their financial goals. With over 1.27 million clients and $324 billion in assets across 140+ offices nationwide, the company fosters a collaborative culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.