
Financial Futures Liaison
1 day ago
Establish a strong foundation for financial futures by connecting individuals with expert advisors. This is an exciting opportunity to be the crucial first point of contact, bridging the gap between potential clients and industry experts.
Succeed in this role by cultivating meaningful relationships, leveraging strategic communication, and delivering results-driven performance. A perfect blend of relationship building and strategic communication, with incentives that reward success.
Scope
- Full-time position (40 hours per week)
- Remote work arrangement
- Operating in the Mountain Time zone
- Performance-based bonus structure
- Direct reporting to financial advisor
Responsibilities
- Conduct targeted outreach to prospective clients from provided lists
- Qualify leads according to established parameters
- Schedule high-quality appointments for financial advisor meetings
- Inform prospects about next steps in the process
- Adhere to prescribed processes for appointment setting
Please note that as a remote position, you must have your own computer and internet connection. You will handle your benefits and taxes.
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