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Sales Associate

Company: Personal Capital
Location: Lake Worth
Posted on: May 3, 2021

Job Description:

**The Role**: This is a unique opportunity for a sales professional to contribute in the pioneering of Personal Capitals investment advisory offering. The Sales Associate will interact with users of Personal Capitals innovative financial dashboard to generate interest in wealth management services.

**Specific duties include but are not limited to**:

- Outbound and inbound phone prospecting and sales - Generate interest with high net worth and mass affluent prospective clients to conduct a virtual meeting with a Financial Advisor - Interact with Financial Advisors regarding prospective clients - Help troubleshoot issues that users may have with the Financial Dashboard and relay to the technical support team - Interact with prospective clients via phone, chat, and email - Properly record interactions within customer relationship management software

Keywords: Personal Capital, Palm Beach , Sales Associate, Other , Lake Worth, Florida

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