Junior Financial Sales Associate

Job Summary: As a Junior Financial Sales Associate, or what we refer to on our team internally as a Client Relations Associate, you will play a crucial role in supporting the front-end sales process by serving as the first point of contact for prospective clients. Your primary responsibilities will include handling prospect inquiries via phone, providing resolutions, maintaining consistent communication, and advocating for prospects and clients throughout their journey with our firm. We seek a proactive, sales professional who thrives in a public-facing role and is dedicated to delivering exceptional service.

About Us: Abich Financial Services (Ashburn, VA) is a leading fiduciary financial planning firm specializing in phase 2 retirement planning. We have been recognized as the #1 planning firm in Loudoun County for the last seven years in a row by Best of Loudoun/Loudoun Times Mirror. Additionally, for the past four years, we have been honored on the Inc. 5000 list, a distinction awarded to the fastest-growing private companies in the United States.

Job Responsibilities: Your role will encompass, but is not limited to, the following:

• Schedule qualified prospects who show up to first appointments.
• Pursue unscheduled qualified leads in a timely manner.
• Recapture prospects who drop off the calendar to maintain engagement.
• Maintain detailed records in the CRM database, tracking prospects throughout the sales process.
• Provide consistent communication with clients and prospective clients to enhance their experience.
• Support sales efforts through calendar management, data entry, and event coordination.
• Assist with ad hoc sales-related tasks, event planning, and administrative duties as needed.

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Skills & Requirements:

• Minimum of two years of experience in a client-facing or sales role with a strong emphasis on customer service and communication.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM software.
• Ability to manage multiple tasks efficiently, prioritize effectively, and follow up on outstanding items.
• Strong organizational skills, attention to detail, and ability to work both independently and as part of a team.
• Previous experience in financial services, particularly investment management, annuities, and life insurance, is a plus.
• Excellent verbal and written communication skills to facilitate professional interactions with clients, advisors, and third parties.
• High level of discretion when handling confidential client information.

Job Type: Full-time

Benefits:

• Competitive Salary: $55k-65k Base Plus $10k in Bonus Pool Eligibility
• Quarterly Bonus Opportunities
• Quarterly Awards and Recognition
• 401(k) Plan with up to 4% Employer Match
• 15 Days of Paid Time Off
• 10 Paid Holidays
• Dental Insurance
• Health Insurance
• Vision Insurance
• HSA & FSA Options
• Company-Paid Life Insurance & Disability
• Paid Parental Leave
• Mental Health Resources and Employee Assistance Program (EAP)
• Tuition Reimbursement for Job-Related Continuing Education