Related skills
crm financial services salesforce retirement planning📋 Description
- Serve as primary contact for inbound broker and advisor inquiries
- Provide sales support on product features, benefits, and competitive positioning
- Create and deliver customized, web-based hypothetical illustrations tailored to client scenarios
- Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials
- Document all client interactions in Salesforce to support pipeline tracking
- Liaise between the home office and field wholesalers to ensure seamless execution
🎯 Requirements
- Strong verbal and written communication; explain complex concepts clearly
- Analytical mindset with ability to understand and respond to advisor needs
- Genuine interest in financial services, capital markets, and retirement planning
- High initiative, work ethic, and accountability
- Thrives in fast-paced, team-oriented environment
- Willingness to quickly learn products, systems, and workflows
🎁 Benefits
- Structured training and licensing program
- Career growth opportunities
- Onboarding and knowledge-sharing for new team members
- 401(k) with company match
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