Client Outreach Representative

Client Outreach Representative Elmsford, NY Job Details Full-time From $50,000 a year 1 day ago Benefits Paid time off 401(k) matching Professional development assistance Qualifications Microsoft Outlook Sales Phone communication Customer service Writing skills Zoom Salesforce Cloud Business development Bachelor's degree Sales management systems proficiency Organizational skills Prospecting CRM system proficiency Phone etiquette Life & Health Insurance License Conducting sales calls Entry level Client interaction via phone calls

Full Job Description Overview:

Looking for self-motivated applicants who want to develop a career in finance. Career track with multi-year plan to progress from entry level up to partner Salaried structure with quarterly bonuses based on controllable performance metrics. Reimbursement for passing Life & Health and Series (7, 66) and SIE exams

Responsibilities:

Prospecting phone conversations through firm-provided leads program Work with clients and team members to place new business and grow a client base Utilize SalesForce and Zoom to track business What we are

Looking For:

Outgoing, positive personalities Comfortability on the phone Experience with programs like SalesForce, Outlook, and Zoom Self-Motivation Goal oriented individuals Individuals looking for a career as Financial Planner Pay Structure $50,000 Base Salary + Uncapped Bonus Potential Multi-year track with eventual transition from Base + bonus to fully incentive driven 401k plan with matching contribution

Pay:

From $50,000.00 per year

Benefits:

401(k) matching Paid time off Professional development assistance Ability to

Commute:

Elmsford, NY 10523 (Required)

Work Location:

In person