What are the responsibilities and job description for the Client Conversion Specialist (Closer) position at Falcon Wealth Planning, Inc.?
Client Conversion Specialist (Sales Closer)
Falcon Wealth Planning – Ontario, CA (potential for hybrid)
Compensation: $65,000 base salary with total potential earnings up to $500,000 annually, based on performance
Falcon Wealth Planning, a fast-growing fiduciary financial planning firm, is seeking a Client Conversion Specialist to join our Advisory team. This role serves as the final step in the client acquisition process, partnering with Advisors and Relationship Managers to help close high-value or complex prospects.
The ideal candidate is a proven closer—confident, professional, and skilled at earning trust while guiding clients toward informed decisions. Experience in financial services, insurance, or automotive sales is highly valued.
Responsibilities
- Work directly with Advisors and Relationship Managers to close qualified leads.
- Present Falcon’s financial planning process and fiduciary value proposition.
- Handle objections with professionalism and clarity.
- Maintain detailed records and follow-up activity in Salesforce.
- Consistently meet or exceed monthly and quarterly conversion goals.
Qualifications
- Proven record of success in meeting or exceeding sales goals.
- Excellent communication and negotiation skills.
- Strong ability to build rapport and guide clients through decisions.
- Experience in financial services, insurance, or automotive sales required.
- Self-motivated, organized, and results-driven.
- Bachelor’s degree preferred but not required.
Benefits
- $65K base salary with potential to earn $500K based on performance.
- Medical, dental, vision, 401(k), and paid time off.
- Career growth opportunities within Advisory and Relationship Management.
- Supportive, professional team environment.
Job Type: Full-time
Pay: $65,000.00 - $500,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Ability to Commute:
- Ontario, CA 91764 (Required)
Ability to Relocate:
- Ontario, CA 91764: Relocate before starting work (Required)
Work Location: Hybrid remote in Ontario, CA 91764
Salary : $65,000 - $500,000