Inside Sales Associate

Summary

The Inside Sales Associate role at Allworth Financial is a high growth position that requires best-in-class relationship management and communication skills. The primary responsibilities include serving as the first point of contact for incoming new business referrals, coordinating with all internal and external parties to ensure each step of the sales cycle is completed in an optimal timeframe, and providing ongoing sales support.

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
• Proven track record of consultative sales experience and the ability to build trust, rapport and hit performance goals
• Client service or relationship management experience a plus
• Willingness to travel occasionally
• Working knowledge of Salesforce or a similar CRM a plus
• Ability to effectively manage multiple projects
• Well organized and with excellent attention to detail, including basic proofreading skills
• Excellent verbal and written communication skills
• Ability to work independently and within a team
• Strong working knowledge of MS Office programs (Excel, Word and PowerPoint)
• Willingness to learn about - and work compliantly within - the financial services industry

Responsibilities

• Serve as the first point of contact for incoming new business referrals
• Ensure introductory meeting is scheduled in a timely manner and in coordination with all involved parties
• Gather and document initial client case information to facilitate the introductory meeting
• Coordinate with all internal and external parties to ensure each step of the sales cycle is completed in an optimal timeframe
• Work to gather the information necessary to create and disseminate prospective client deliverables, including financial plans, investment proposals, and any supplemental presentation materials
• Oversee the onboarding process including paperwork packet creation and delivery to all appropriate parties, funding of accounts, and necessary communications
• Maintain superior knowledge of program-specific rules of engagement and systems
• Help to oversee assigned regional pipelines of new business opportunities
• Provide data management and systems-related support to assigned sales reps
• Report on the effectiveness of regional sales activity and tactics to leadership, as requested

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