Entry Level Financial Professional

Job Description

Job Description

This is a remote / hybrid role

Wisepath Group DBA - Strategic Financial Concepts is looking for an Entry-Level Financial Professional to join our team. The Entry-Level Financial Professional prospects sales and qualifies leads for new and existing accounts.

The ideal candidate is someone with high energy, curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role, and create ways to attain new accounts.

Responsibilities :

• Generate lead flow - Prospect new sales leads by making an initial phone or email contact.  Engage the account and prepare them for the Financial Advisors. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales leads qualification process.
• Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness and educational opportunities, and request referrals. Coordinate in-person meetings and calls between new clients and Financial Advisors.
• Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.
• Build relationships – Prospect new channel partners by networking and making phone or email contact. Connect with as many channel partners as possible to encourage the partnership of our products offered.

Requirements :

Employees can also take advantage of benefits

We offer extensive training to our new professionals including mentorship, resources, and support to give them the confidence and knowledge they need to make a difference in the lives of those around them. As a Financial Advisor, you will develop long-lasting relationships and provide solutions to help your clients understand their current financial situation and meet their financial goals.

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