Financial Consultant - Client Growth & Retention - Bilingual

The role

As an Outbound Investment Advisor, you will deliver financial strategies to help individuals achieve their goals. You will engage clients through marketing campaigns and outreach to identify needs and present financial solutions.

What you will do

• Engages clients through marketing campaigns and outreach programs
• Uses persuasive communication to increase client retention and attract new assets
• Identifies needs and wants through exploratory dialogue
• Presents financial solutions to support client objectives
• Serves as a knowledgeable resource for information and advice
• Educates clients on financial, investment, debt management, and retirement planning strategies
• Manages time and prospects to improve client contact rate

Required qualifications

• Bachelor’s degree required and/or equivalent level of professional work experience
• Possess the Series 65 or Series 66 securities license
• Previous experience working in a consultative sales role
• Fluency in English and Spanish
• Outstanding customer service experience
• Results oriented with a passion for talking to clients over the phone

Nice to have

• work in a call center preferably in an outbound capacity

Benefits

• quarterly performance based sales bonus
• discretionary bonus
• health plans
• dental plans
• wellness plans
• 401(k) contributions

About the company

Edelman Financial Engines has been committed to acting in the best interests of clients since 1986. The firm supports more than 1.27 million clients across 140+ offices nationwide.