Future Client Specialist
Remote regions
USBenefits
Unlimited PTO
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Prospective Client Engagement:
- Serve as a primary point of contact across multiple lead channels, delivering a professional and engaging first impression.
- Conduct consultative conversations to understand financial needs and clearly articulate Allworth's value proposition.
Sales Execution & Goal Achievement:
- Execute high-volume outreach, including outbound calls, to drive pipeline growth.
- Progress qualified opportunities through the sales process and effectively manage objections.
Sales Process & Continuous Improvement:
- Maintain accurate client information in CRM systems and adhere to established sales processes.
- Share insights with leadership to strengthen sales tactics and team effectiveness.
Allworth Financial
Allworth Financial is an independent investment advisory firm providing holistic wealth planning solutions across investment, tax, retirement, and estate planning. The firm is a high-growth, private equity-backed multibranch RIA with a 97% client retention rate and top 15 Barron's ranking.