Financial Consultant - Client Growth & Retention (Phoenix, AZ Hybrid)

Engagement

Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets.

Client Interaction

• Actively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal-based conversations
• Presents appropriate financial solutions to support the achievement of client objectives
• Serves as a knowledgeable resource for information and advice
• Handles interactions accurately & efficiently

Education

• Helps build the client relationship by educating client on financial, investment, debt management, and retirement planning strategies

Personality & Work Environment

• Works with high emotional intelligence, developing an unwavering environment of client trust
• Excels in a consistent, structured work environment

Time Management

• Effective at time and prospect management
• Sets out to improve client contact rate and ensure that EFE campaigns are highly successful

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; work in a call center preferably in an outbound capacity
• Outstanding customer service experience
• Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals.

Compensation

• The expected total compensation range for this role nationally is $85,000 to $97,600.
• This role is eligible for a quarterly performance based sales bonus.
• Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.
• This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Pay Range

• The expected base salary range for this role nationally is $61,600 - $82,100 USD.