Join a dynamic community of individuals dedicated to supporting clients and driving success. As a Sales Consultant, you will play a pivotal role in educating clients about financial planning services and promoting Company's products and services.

In this role, you will support clients through inbound phone interactions, educate them on financial planning services, and manage a portfolio of clients and prospects to drive business growth.

• Respond to client inquiries and assess opportunities.
• Educate clients on financial planning services and Company products.
• Analyze client financial situations to determine needs.
• Manage a book of clients and prospects to secure sales.
• Utilize multiple communication channels to engage clients.

• Undergraduate degree or equivalent experience.
• Minimum of two years related work experience.
• Required regulatory license and/or registration.
• Strong knowledge of financial markets and products.
• Exceptional client relationship management skills.
• Ability to thrive in ambiguous situations and think conceptually.

• Dynamic career growth opportunities.
• Supportive work environment.
• Comprehensive training and development programs.
• Competitive compensation package.

This position does not offer visa sponsorship. Company is dedicated to fostering diversity and inclusion within our teams, empowering individuals to contribute unique strengths while serving our clients. Join us in making success accessible to everyone.