Address
Form of work
Salary“A+" Players only! Looking to take charge and join a motivated fast growing team who is committed to growth? Someone with high internal emotional need to succeed. Our expectations are high, our culture is best in class, and we take care of our team members and clients. You will have ample support, coaching, and time to understand and master the various deliverables required.
We are a fast-growing financial planning firm located in Columbus, Ohio, seeking an individual with a passion for serving others and a friendly personality. This individual will be responsible for engaging and providing exceptional service to prospective clients after they show interest in one of the many marketing funnels our firm has (TV, Radio, Book our CEO wrote, Kiplinger articles, YouTube, Podcast).
Minimum Requirements:
- Friendly and optimistic personality
- Ability to get things done with little oversight
- Desire to obtain long-term employment
- Polished phone skills
- Strong organizational skills, detail-oriented, proactive, and resourceful
- Ability to prioritize projects and manage time
- Calendar management
- Strong follow-through
Main Responsibilities:
- Calling/texting/emailing prospective clients and current clients to get them scheduled with our financial planners
- Keep notes of all calls made in our CRM system
- Consistent follow-up with prospects
- Perform other duties and projects as assigned
Please review this short video of our CEO Joe walking through our core foundations prior to applying, to ensure you are the right fit for our team:
https://youtu.be/KMJswn2kfoc
Job Type: Full-time
Pay: Up to $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Weekly day range:
- Monday to Friday
- No weekends
Work setting:
- In-person
- Office
Work Location: In person
