Financial Services Inside Sales Agent
ClearPath Financial and Insurance Solutions, LLC
Norco, CA US
Posted ago
ClearPath Financial and Insurance Solutions, LLC

We are seeking an individual we can train to manage all the retirement planning leads and assist in converting them to scheduled appointment for the Senior Adviser. We are receiving 120 - 250 retirement planning opportunities per month which need to be managed. These leads are primarily from retirement workshops which the prospect had registered for to learn how to best transition into retirement. This position will be responsible for following-up with those families who:

  • Registered for workshop, but could not attend.
  • Attended workshop, but has not yet schedule initial consultation with an adviser.
  • Attended workshop, initial consultation was completed and now a 2nd follow-up appointment needs to be scheduled.

Basically we seek an internal partner who is proactive in lead follow-up and who has the organizational skills to manage lead flow.

$45,000 - $80,000 includes base/revenue based commissions

  • Energetically call provided warm/hot leads in an effort to convert them to scheduled consultation.
  • Push the sales process forwarded.
  • Support Senior Adviser where necessary to drive sales forward.
  • Organize lead flow.
  • Bachelor s Degree or 5+ years experience in customer service
  • Good communication skills
  • Light, Indirect sales skills
  • Coachable
  • Enjoys working inside

Please complete the assessment that will be emailed to you to be considered for this position.

$45,000 - $80,000 yearly
About ClearPath Financial and Insurance Solutions, LLC

We are an income planning firm servicing primarily the Southern California region; offering insurance-based retirement solutions. Our client base is built through retirement workshops hosted by us directly. Our goal is to educate the client of their options as they transition into retirement and put a suitable plan together that's tailored to them. We are currently an office of three individuals with a sales revenue of exceeding $18,000,000 annually. We hope to increase this revenue substantially in 2020. Founded in 2016, and since inception, we have shown exponential growth year over year. We have a system that works, and we are looking for someone to help us meet 2020 expectations.

As we grow financially, you grow financially.

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