Offer summary

Qualifications:

Strong written and verbal communication skills., Excellent time management and organizational abilities., Ability to analyze market data and propose growth solutions., Self-starter with a commitment to teamwork and adaptability..

Key responsabilities:

Communicate with potential financial advisor partners via phone and email.

Analyze client bases and market research to propose growth solutions.

Negotiate pricing and contractual terms to close sales.

Use CRM to track pipeline and forecast future sales.

Job description

The Company:

Advice Chaser is a disruptive, people-centered professional referral service. Our mission is to connect everyday investors with the best financial guidance from the best financial advisors. Our advisor partners share this vision, and we help them connect with the clients they are best suited to serve.

Job Description:

We're looking for an agile, savvy, entrepreneurial individual to join our sales department and help us build our book of financial advisor partners. Your work will be critical to the success of your teammates and our company.

Responsibilities:

Communicate with potential financial advisor partners via phone and email from introduction of the service to closing business.
Analyze advisors' client bases and use market research to find and propose growth solutions.
Negotiate pricing and contractual terms as needed to close sales.
Use our CRM to accurately track your pipeline and forecast your future sales.
Create and send partnership proposals.
Contribute to a company culture of motivated, driven professionals who support each other in maintaining a relentless work ethic, and move each other to continually improve our offering.
Be willing to be honest and straight with everyone in the company. We deal openly with one another - no exceptions, no nonsense.
Show up with flexibility and an inclination to adapt to a market that is in constant motion.

Must-haves:

Solid work ethic, compassion and respect for colleagues, partners, and consumers, and a strong commitment to using critical thinking and creativity to help us grow as a company and a team.
Strong time management, organization, and decision-making skills are critical
A self-starter, invested in our mission and goals, motivated to problem solve and create.
Strong written and verbal communication and meticulous note taking.
Work well in a collaborative, purpose-driven, consumer-focused environment.
Adaptable in an environment of constant change, we thrive on rapid response to developing shifts.

Compensation and Benefits:

Base Salary: $60K annually
Bonus: Uncapped and tied directly to your performance
On target earnings $100k annually
Open vacation policy
Were a team. That means we love working with each other and encouraging each other to do our best.
We work hard because were excited about what were doing in the industry. Every day we help the best financial advisory practices to serve their clients and grow their practices, while providing regular folks access to the best financial guidance and education.

Advice Chaser is an equal opportunity employer.

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