CO Salary Range: USD 33,000.00 - 42,000.00 per year
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
This is a unique opportunity for a sales professional to contribute in the pioneering of PersonalCapital's investment advisory offering. The Sales Associate will interact with users of Personal Capital'sinnovative financial dashboard to generate interest in wealth management services.
Specific duties include but are not limited to:
- Outbound and inbound phone prospecting and sales
- Generate interest with high net worth and mass affluent prospective clients to conduct a virtual meetingwith a Financial Advisor
- Interact with Financial Advisors regarding prospective clients
- Help troubleshoot issues that users may have with the Financial Dashboard and relay to the technicalsupport team
- Interact with prospective clients via phone, chat, and email
- Properly record interactions within customer relationship management software
- Proven investment advisory sales skills including proactive outbound calling efforts
- Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements.
- Possesses a clean U4 record.
- Knowledge of investment products and services.
- Exceptional verbal, written and listening communication skills.
- Excellent operational, organizational and follow-up skills with the ability to manage and processcomplex operational work.
- Strong interpersonal skills, team-oriented, and collaborative.
- Series 7, 63, 65 and 66 certifications a plus
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- Medical, dental, vision and life insurance
- Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time - 16 hours per calendar year
- Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.