Allworth Financial is hiring a
Inside Sales Associate, United States

Summary

The Inside Sales Associate at Allworth Financial is responsible for serving as the first point of contact for incoming new business referrals, coordinating with internal and external parties throughout the sales cycle, and providing ongoing sales support. The role requires a college degree in finance or related field, 4+ years of inside sales experience, excellent communication skills, and the ability to work independently and within a team.

Requirements

• College degree in finance, business or related
• 4+ years of insides sales, telesales, sales support or call center sales/service related experience in a financial services company

Responsibilities

• Serve as the first point of contact for incoming new business referrals
• Coordinate with all internal and external parties to ensure each step of the sales cycle is completed in an optimal timeframe
• Oversee the onboarding process including paperwork packet creation and delivery to all appropriate parties

Benefits

• Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment