Financial Consultant - Client Growth & Retention

• Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets.
• Actively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of client objectives.
• Helps build the client relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & efficiently.
• Educates client on financial, investment, debt management, and retirement planning strategies
• Works with high emotional intelligence, developing an unwavering environment of client trust.
• Excels in a consistent, structured work environment.
• Effective at time and prospect management; seeks to improve client contact rate and ensure that EFE campaigns are highly successful.
• Bachelor’s degree required and/or equivalent level of professional work experience.
• Possess the Series 65 or Series 66 securities license
• Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity
• Outstanding customer service experience
• Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals.

Edelman Financial Engines takes a market-based approach to pay.

The expected total compensation range for this role nationally is $85,000 to $97,600, comprised of base pay plus bonus.

This role is eligible for a quarterly performance based sales bonus.

Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.

Additionally, this role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.