1 Edelman Financial Engines Job
Edelman Financial Engines is Hiring a Remote Inside Sales Associate (Phoenix, AZ)
Responsibilities:
- Effectively engages the client in exploratory dialogue to identify needs/wants and value expectations to support the achievement of client objectives
- Applies knowledge of EFE’s Wealth Management capabilities to promote products and services (retirement planning, investments, estate planning, insurance, and tax planning) to convey how EFE financial planners could potentially address their needs
- Accurately assess client needs and build a prospect profile to identify the right tier/treatment based on defined assignment criteria, while collecting and recording crucial client information for Planners
- Support marketing strategies to attract, convert and retain new clients; provide insights/feedback to business partners on prospect’s desires, needs, and areas of concern
- Communicate effectively both verbally and in writing with Planners and other internal partners to share information about the prospect interaction
Requirements:
- Sales and customer service experience
- Strong interpersonal and active listening skills; ability to build an environment where clients are comfortable to share personal financial information
- Exhibits excellent communication skills and phone presence while engaging with clients; shares information concisely and makes next steps clear
- Strong emotional intelligence; handles rejection well; ability to show compassion, care, and concern appropriately as well as open to coaching and feedback
- Strong time management, organizational, and prioritization skills
- Ability to multitask systems effectively to meet client needs (lead management, phone, computer, and SMS systems, etc.)
About Edelman Financial Engines
Job Summary
Full Time
Business Services
$58k-84k (estimate)
05/05/2024
07/04/2024
edelmanfinancialengines.com
SANTA CLARA, CA
500 - 1,000
1987
RIC EDELMAN
$200M - $500M
Business Services
Related Companies
About Edelman Financial Engines
Overview We put the personal in personal finance. Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors not just the wealthy deserve personalized, comprehensive financial planning and investment advice. In 2018, two of Americas most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines and the way people plan, save and invest was forever transformed. Today were Americas top independent financial planning a ...
nd investment advisor, recognized by InvestmentNews1 and Barrons2. We have 178 planner offices nationwide, and 1.2 million clients trust us to manage over $212 billion in assets. Learn more at www.edelmanfinancialengines.com. 2019 Edelman Financial Engines, LLC. Financial Engines and Edelman Financial EnginesTM are trademarks of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor and wholly owned subsidiary of Edelman Financial Engines, LLC. FEA may also be referred to as Edelman Financial Engines or Financial Engines. Results are not guaranteed. 1 Ranking and status for 2018. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/). 2 The Top 40 Independent Advisory Firm Ranking issued by Barrons is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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The job skills required for Inside Sales Associate (Phoenix, AZ) include Inside Sales, Customer Service, Products and Services, Time Management, Planning, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be an Inside Sales Associate (Phoenix, AZ). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Inside Sales Associate (Phoenix, AZ). Select any job title you are interested in and start to search job requirements.
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Step 3: View the best colleges and universities for Inside Sales Associate.
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