Deepen relationships with an established base of clients and organically grow our practice through internal referrals to deliver financial solutions and retirement goals
Job Summary
Deepen relationships with an established base of clients and organically grow our practice through internal referrals to deliver financial solutions and retirement goals.
Respond to inbound calls, assess customer needs, and guide clients to allow them to make informed investment decisions.
Achieve monthly productivity targets that includes acting on sales lead opportunities.
Matching Summary
Deepen relationships with an established base of clients and organically grow our practice through internal referrals to deliver financial solutions and retirement goals.
Salary
Base: $40,000.00 - $66,700.00 USD; Bonus/Equity: Incentive programs and incentive compensation tied to business and individual performance; Benefits: Health, dental, mental health, vision, disability, life insurance, retirement savings plans