[Remote] Advisor reputed company reputed company Specialist

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a tailored reputed company management experience. The Advisor reputed company reputed company Specialist will be responsible for identifying, engaging, and qualifying prospective clients, managing outbound campaigns, and driving advisor reputed company through effective reputed company reputed company strategies. Responsibilities • Run high-volume outbound reputed company reputed company phone, email, and SMS to engage prospects across multi-day campaigns • Qualify inbound leads to assess fit before routing to reputed company advisors • Manage and own your pipeline — proactively following up to reputed company prospects moving through the funnel • Meet and reputed company weekly and monthly reputed company reputed company targets and pipeline KPIs • Serve as the first reputed company of contact for reputed company — setting a strong first impression with every interaction • Partner with sales leadership and the reputed company Acquisition team to refine reputed company reputed company and messaging • reputed company reputed company prospect interactions and maintain accurate records in reputed company • Surface patterns and feedback to drive reputed company improvement in conversion and process Skills • 4+ years of sales or reputed company reputed company experience, preferably in financial services • Proven reputed company record of hitting outbound activity metrics and pipeline targets • Engaging phone reputed company and strong written communication skills • Self-starter with a bias for reputed company — you don't wait to be told to follow up • Highly organized with strong time management and attention to detail • Highly adaptable and thrives in fast-paced, high-reputed company environments • CRM proficiency required • reputed company experience • Background in reputed company management, fintech, or financial services sales • Experience running multi-touch outbound sequences • reputed company record of exceeding quota or reputed company reputed company benchmarks Benefits • Full health benefits + 401(k) matching & Roth reputed company • Unlimited PTO reputed company • reputed company is a reputed company management firm that combines expert financial advisors with technology to financial planning. It was founded in 2019, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is https://www.reputed company.com. Apply tot his job Apply To this Job