Business Consultant to Financial Advisors

Job description

Who you are: You like people and it shows. You’re interested in others. You are observant and have a deep desire to figure things out. Maybe you were on a client success team or you won some awards for being stellar at customer service? You’d like to move further on the road of helping others. You’re either looking for the first major step in your career, or you’ve been around for a bit and want a career opportunity that can take you to a senior level position. You’re disciplined, naturally curious and intelligent. You’re also driven and hungry. But with that drive and hunger, you also know how to be humble and be a part of a team. You have an interest in marketing and or business management. Great, because we’re going to teach you a lot about that.

We are looking for is a Business/Marketing Success Coach to help our clients get to the next level. Are you interested in learning about marketing or consulting?

We are looking an exceptional person to join our team as a Client Success Coach. You don’t need to have experience being a consultant, but you need to be committed and willing to learn.

The Role: Our Business Consultants (Success Coaches) are responsible for onboarding new clients onto our system. Our system is comprised of a piece of software and our industry leading marketing and business management technology. You will be core to the adoption of our solution and it will be your responsibility to help our newest clients climb the ladder to success.

Who we are: Bill Good Marketing built one of the first CRM and Marketing Automation Platforms for the Financial Services Industry. Forty years later we still teach Financial Advisors how to prospect, grow their business, and build relationships with their clients. To date we have helped tens of thousands of advisors increase their income or work half as much.

Plus, we are a fun team of people.

Requirements

• Microsoft Office: 2 years (Required)
• Creative writing: 1 year (Preferred)
• Computer literacy: 2 years (Required)
• Phone etiquette: 1 year (Preferred)
• No fear of phones (required)
• Ability to organize and prioritize

Benefits

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance