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ent Concierge", is an integral part of our Consumer Division, a team focused on helping client prospects find financial professionals to assist with their retirement planning needs. As a Client Concierge, you are responsible for working leads to help assess their needs and sell them on the value of meeting with a financial professional who can help them get product specific information and create a financial plan for retirement. This position is all about active listening, building rapport, effectively selling the value of the program offering and efficiently working a pipeline of leads.
WHAT YOU'LL GET TO DO
Take each lead through our established sales process from beginning to end, tailoring the offering to best fit the needs of the prospective client
Utilize Salesforce to cold call and email to new sales opportunities
Update Salesforce with relevant information in discovery and update status throughout the sales process, including thorough and complete note taking
Reach out to leads captured and nurtured by the Marketing Team to book meetings with independent financial professionals
Provide feedback to the Marketing Team regarding quality of marketing-sourced leads
WHAT WE'RE LOOKING FOR IN TEAM MEMBERS
Intentional Communicator
Our work is centered around effective communication in a remote environment. We utilize multiple ways to communicate within our team and across the company. You understand and demonstrate excellent communication skills, which includes thoughtfully listening to, distilling, and presenting information that is clear and easily digestible.
Accountable
Our teams at Signal are small but mighty-we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that's comfortable with a culture of continuous feedback.
? Growth Mindset
You believe that there are always opportunities to improve and learn, especially in the face of mistakes, failure, or setbacks. You see potential everywhere, and actively take steps to learn and grow.
? Distributed Work
You are comfortable working in a distributed, asynchronous environment. We recognize that being a fully-remote team comes with its own rewards and challenges, and we are committed to building a robust and continually-evolving remote workplace.
Customer Centric
You're obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions-knowing every customer interaction is an opportunity to amaze.
MUST HAVES
Life and Health insurance licensed, required
Prior experience as a sales development rep with a track record of achieving sales quotas
Two or more years of industry experience working in the independent financial distribution space, preferred
Bachelor's degree or an equivalent combination of education, preferred
Able to think strategically and tactically; able to maintain a positive attitude in the face of criticism, rejection, or failure
High integrity and ability to establish trusting relationships
Enjoy working in a fast-paced environment
Strong verbal and written communication skills
Ability to work independently and manage one's own workload
WHAT WE VALUE @ SIGNAL
These are the values that drive how we operate and make decisions.
We're obsessed with finding a better way. Never settle for less.
We amaze every client, every time. A great company is built one client at a time.
We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
We raise our level of awareness. Everything starts with awareness. We're curious and alert to what is happening around us.
We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
We do the right thing. Sticking to the highest standard of integrity is not optional.
We have strong opinions, loosely held. It's not about WHO is right, it's about WHAT is right.
Simplicity is Genius. Simplicity doesn't just clarify; it makes things better for everyone. It's that simple.
Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.
We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution.
SIGNAL HUBS
Signal Advisors is a remote company with team members all across the country. Over the years, we've realized the benefits and limitations of being fully remote. In order to foster culture and innovation that best serves our customers, a portion of our team is hybrid depending on their location. For this role, we require team members to be physically located in Detroit, or surrounding suburbs, or near one of our "Signal Hubs" across the US.
Signal HQ- Detroit, MI
Lawrence, Kansas (including Topeka and Kansas City)
Tucson, Arizona
Phoenix, Arizona
Minneapolis, Minnesota
Des Moines, Iowa
Atlanta, Georgia (northern metropolitan area)
We offer a competitive relocation package for those interested in moving to Signal HQ- Detroit and surrounding suburbs!
COMPENSATION & BENEFITS
The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.
In addition to salary, our team members benefits include:
Medical, vision, and dental coverage
FSA or HSA-eligible health plans
3% 401(k) company contribution with no vesting period
Parental leave
Learning & Development stipend
Wellness programs
Flexible PTO Policy
10 company-wide holidays
$500 for your home office setup
Remote friendly company
Annual all-company retreat
Competitive equity package based on on role and level
Our company is committed to building a team that represents the many dimensions of diversity. We know underrepresented groups have been systematically excluded from certain spaces, and we strongly encourage you to apply in honor of the background and identities you embody, including location, background, race, gender, sexual orientation or any other personally defining attribute. We're imperfect communicators, so think of our job postings as just the start of the conversation. Take the leap - you might just be the perfect person for one of our open roles, even if you don't fully match the job description.