Associate Wealth Consultant

March 15

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Logo of Mariner

Mariner

Mariner provides products and services for better decision-making to manufacturers, worldwide. We offer Spyglass, a family of AI and IoT products:

IOT • Predictive Maintenance • Predictive Analytics • Deep Learning • AI

11 - 50 employees

💰 Series A on 2022-03

📋 Description

• Execute daily outbound sales calls, handle inbound inquiries, and engage in direct sales activities with prospective clients. • Identify, qualify, and develop high-quality sales opportunities. • Manage lead generation initiatives, call campaigns, and strategies to secure new clients. • Engage with prospects through inbound calls, outbound follow-ups, emails, and other approved communication channels. • Follow established scripts and communication protocols. • Build trust and rapport with prospective clients. • Collaborate within a dynamic internal sales team. • Demonstrate strong organizational skills and meet targets. • Deliver exceptional customer service and ensure client satisfaction.

🎯 Requirements

• Bachelor’s degree in business, finance or other related field strongly preferred • 2+ years’ experience in the financial services industry strongly preferred • Series 65, or CFP required

🏖️ Benefits

• We believe in giving associates progressive opportunities. • Actively nurturing professional growth and giving back to the community. • We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

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