Job Description
Sr. Manager Inside Sales Team (Phoenix, AZ)
At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our passionate dedication inspires you, we invite you to consider joining our team.
As a Sr. Manager on the Client Discovery Team, you’ll play a pivotal role by leading an inside sales team that engages with prospective clients through a consultative dialogue and generates enthusiasm to meet with our financial planners. This is a critical team for our Wealth Planning Services growth strategy, which will require expertise in the ability to lead an impactful team, collaborate with internal business partners, and drive meaningful results.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Sr. Manager role, we are seeking a candidate with a strong eye for business in financial services and contact center management including team supervision and development, performance measurements, workforce management, call quality, and operational processes. If you are goal-oriented, persuasive, confident, and able to build strong client relationships, this may be an opportunity for you!
Responsibilities:
- Motivates team to reach prospect contact and conversion targets, optimize lead flow coverage and effectiveness, and meet campaign objectives.
- Serves as a guide in EFE value proposition, services, and client solutions; leads team to continuously build knowledge.
- Coaches, and motivates a team of associates to deliver the EFE value proposition, products and services; listens to call interactions, performs sides by sides, and conducts regular coaching sessions to provide timely feedback which drives improvements in effectiveness, productivity, and business outcomes.
- Ensures individuals and team meets or exceeds performance targets; consistently drives team to raise performance; leverages data to monitor associate effectiveness and efficiency; rewards strong performance and invests in coaching to correct negative trends or skill gaps identified.
- Collaborates with business partners in marketing and wealth planning to deliver a great prospect experience and optimize existing processes to drive enhanced conversion rates
Requirements:
- Bachelor’s Degree, business or financial discipline preferred
- 7+ years experience in a sales-based contact center environment
- 3+ years experience in direct supervisory experience and sales leadership
- Strong interpersonal skills and experience leveraging emotional intelligence
- Passionate about coaching & people development to achieve sales targets
- Proven ability to analyze performance data for team development and sales funnel optimization
- Demonstrated capability to attract, develop, and retain staff
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1. with 145+ offices 2. across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3
Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.
1 The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Edelman Financial Engines data, as of Dec. 31, 2022.
3 Edelman Financial Engines data, as of Sep. 30, 2023.
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