It is time to explore new challenges in your career. Welcome Home Financial Partners is an independent, privately-owned financial services firm, headquartered in North Chesterfield, VA. We are looking to add a full-time Sales Profiler to either our North Chesterfield or Ashland team!
Value We Deliver:
· Access to leads to call out on
· Top-notch administrative support
· Name and brand recognition of firm due to length of time & presence in the community
· Access to shadow successful financial advisors to help mentor and train you
Our Investments In You:
· Health Insurance
· Dental Insurance
· Simplified Employee Pension Plan (SEP) - After 1 year of employment
· Paid Time Off
The Expertise We’re Looking For:
· Prior sales experience (Preferred)
· Prior Experience Working in Financial Services Industry (Preferred)
· High School Diploma (Required)
· Bachelor’s or associate degree in finance or similar field (Preferred)
What You’ll Be Responsible For:
· Contact, profile, and solicit prospective financial clients with service offerings, using effective telemarketing and sales techniques
· Ask probing fact finder questions to determine business needs and provide solutions to help achieve financial goals
· Schedule advisor’s calendar appointments to make sure they are meeting with prospects you contacted and profiled
· Meet daily activity and productivity goals
· Maintain business relationships with existing and prospective clients
· Assist with administrative support for the firm’s Financial Advisors
· Take detailed notes and enter information into database for financial plan preparation and review
· Assist in marketing out to prospects
· Maintain database programs
· Respond to client and prospective client inquiries as needed
Key Traits of a Successful Sales Profiler:
· Excellent verbal interaction and written communication skills
· High energy, self-starter
· Positive attitude and optimistic outlook
· Ability to multi-task, prioritize and manage time efficiently
· No fear, no excuse mentality
· Highly competitive and innovative
· Drive and perseverance
· Team player
Salary: Starting at $37,000 and can increase depending on experience
Check us out!
- Website: https://welcomehomefp.com/
- Media: https://welcomehomefp.com/media/
- Blog: https://welcomehomefp.com/retirement-blog/
If you feel like we would be a good fit, apply now!
Job Type: Full-time
Pay: From $37,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
Compensation package:
Schedule:
Travel requirement:
Ability to Relocate:
- North Chesterfield, VA 23236: Relocate before starting work (Required)
Work Location: In person