Sales Support Specialist
About the role
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice. The Sales Consultant is responsible for prospecting, qualifying, and nurturing prospective client leads, with the goal of scheduling appointments for partner financial advisors that convert to client relationships. This individual must be skilled at outbound calling and prospecting, with the ability to assess the needs and level of intent from cold inbound leads. They will also be able to effectively speak to and sell the value and impact of a financial advisor and be able to provide limited financial guidance of their own to impactfully warm leads. This role will also assist with organizing office details, administrative follow-up, and data preparation and analysis.
Responsibilities
- Connect with assigned inbound and outbound leads