Sales Support Specialist

The Sales Consultant is responsible for prospecting, qualifying, and nurturing prospective client leads, with the goal of scheduling appointments for partner financial advisors that convert to client relationships. This individual must be skilled at outbound calling and prospecting, with the ability to assess the needs and level of intent from cold inbound leads.

They will also be able to effectively speak to and sell the value and impact of a financial advisor and be able to provide limited financial guidance of their own to impactfully warm leads. This role will also assist with organizing office details, administrative follow-up, and data preparation and analysis.