[Remote] Financial Consultant - Client Growth & Retention

Note: The job is a remote job and is open to candidates in USA. Edelman Financial Engines is committed to guiding individuals with the financial advice they need to thrive. As a Financial Consultant, you will engage clients, provide personalized financial planning advice, and build long-term relationships to enhance client retention and satisfaction.ResponsibilitiesEngages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assetsActively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of client objectivesHelps build the client relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & efficientlyEducates client on financial, investment, debt management, and retirement planning strategiesWorks with high emotional intelligence, developing an unwavering environment of client trustExcels in a consistent, structured work environmentEffective at time and prospect management; seeks to improve client contact rate and ensure that EFE campaigns are highly successfulSkillsBachelor's degree required and/or equivalent level of professional work experiencePossess the Series 65 or Series 7+66 securities licenses (Series 65 equivalent)Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacityOutstanding customer service experienceResults oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client's financial goalsBenefitsThis role is eligible for a quarterly performance based sales bonus.Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.Additionally, this role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.Your recruiter can share more about the specific benefits eligible for this role during the hiring process.Company OverviewEdelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://www.edelmanfinancialengines.com/.Company H1B SponsorshipEdelman Financial Engines has a track record of offering H1B sponsorships, with 3 in 2026, 25 in 2025, 32 in 2024, 34 in 2023, 46 in 2022, 34 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role.