[Hiring] Associate Wealth Consultant @Mariner

Role Description

The Associate Wealth Consultant, Lead Desk, will be responsible for executing daily outbound sales calls, handling inbound inquiries, engaging in direct sales activities with prospective clients, and providing operational support to the sales organization. This role functions within the Organic Growth team and collaborates closely with Senior Wealth Consultants to support company revenue growth, specifically through client acquisition.

• Identify, qualify, and develop high-quality sales opportunities, meeting established performance metrics.
• 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, ensuring accurate record-keeping within the CRM system.
• Build trust and rapport with prospective clients, maintaining high levels of integrity and accountability.
• Collaborate effectively within a dynamic internal sales team, fostering open communication.
• Demonstrate strong organizational skills with the ability to multi-task and meet targets in a fast-paced environment.
• Deliver exceptional customer service and ensure client satisfaction.

Qualifications

• Bachelor’s degree in business, finance or other related field from an accredited college or university strongly preferred.
• Series 65.
• 2+ years’ experience in the financial services industry strongly preferred.

Requirements

• Bachelor’s degree in business, finance or other related field from an accredited college or university strongly preferred.
• Series 65.
• 2+ years’ experience in the financial services industry strongly preferred.

Benefits

• Progressive opportunities for associates.
• Active nurturing of professional growth.
• Commitment to giving back to the community.
• Diverse culture with support for career goals.
• Innovative workplace fostering camaraderie, teamwork, and work-life balance.