Inside Sales Associate; Remote, Nationwide

Inside Sales Associate (Phoenix, AZ)

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives.

Our culture is grounded in our CORE values:
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values‑led culture, we invite you to explore a career with us.

As an Inside Sales Associate on the Client Discovery team, you’ll play a pivotal role by engaging with prospective clients and introducing them to EFE’s Wealth Planning Services. 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 Inside Sales Associate role, we are seeking a candidate with excellent interpersonal and communication skills to help clearly articulate and personalize EFE’s differentiators to drive lead conversion.

The candidate should have a strong desire to be a top performer who is capable of handling an assigned book of opportunities, providing prospects with timely follow‑up to improve the conversion of leads which are generated through marketing and partner activities. If you are goal‑oriented and strive to genuinely help potential clients achieve personal financial success, this may be an opportunity for you!

• Effectively engages the client in exploratory dialogue to identify needs/wants and value expectations to support the achievement of client objectives
• Applies knowledge of EFE’s Wealth Management capabilities to promote products and services (retirement planning, investments, estate planning, insurance, and tax planning) to convey how EFE financial planners could potentially address their needs
• Accurately assess client needs and build a prospect profile to identify the right tier/treatment based on defined assignment criteria, while collecting and recording crucial client information for Planners
• Support marketing strategies to attract, convert and retain new clients; provide insights/feedback to business partners on prospect’s desires, needs, and areas of concern
• Communicate effectively both verbally and in writing with Planners and other internal partners to share information about the prospect interaction

• Sales and customer service experience
• Strong interpersonal and active listening skills; ability to build an environment where clients are comfortable to share personal financial information
• Exhibits excellent communication skills and phone presence while engaging with clients; shares information concisely and makes next steps clear
• Strong emotional intelligence; handles rejection well; ability to show compassion, care, and concern appropriately as well as open to coaching and feedback
• Strong time management, organizational, and prioritization skills
• Ability to multitask systems effectively to meet client needs (lead management, phone, computer, and SMS systems, etc.)