Inside Sales Business Consultant

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993, and still run by its original founders, Scott Hanson and Pat McClain, Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

SUMMARY

Allworth is looking for an up-and-coming sales professional for our Inside Sales Business Consultant role to support new business activity supporting our Financial Advisors.  

The goal of this role is to:

• Manage the relationship with a prospect where they become a committed or closed client
• Take and set initial appointments from internal call team or on your own
• Take and manage custodial program prospect referrals

Primary Responsibilities

• Takes first appointments scheduled by internal Relationship Managers (inside call team)
• Uncover prospect goals and pain points
• Effectively communicate and articulate the Allworth value proposition to prospective clients
• Deepen understanding of Allworth’s value proposition and share differentiators with prospect
• Gain agreement from prospect to second meeting with Advisor OR
• Gain agreement for prospect to commit to becoming an Allworth client
• Manage, coordinate, and follow up on all assigned future client leads from our internal call team and custodial referral partners throughout the sales process
• Take custodial referral leads
• Assist with call campaigns and events as needed
• Build and develop meaningful relationships with custodial referral branch representative and key custodial constituents as directed by the External Regional Sales VP
• Coordinate and collaborate with internal constituents

Experience and Qualifications

• Proven ability to manage, organize, follow-up and communicate with numerous prospects and internal colleagues simultaneously
• Ability to effectively manage and allocate your time
• Ability to communicate and collaborate with internal and external constituents
• Expected Travel: 5% - 25%
• Location: Addison or Folsom preferred but open to other locations.  If commutable, hybrid in office 3 days a week
• Experience Required:
  • 5+ years in the financial services industry, preferably with a Registered Investment Advisory or custodial firm
  • Successful past sales experience

Salary: $70K - $80K base + VC for a total compensation potential of approximately $115K - 150K

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  Typical reporting relationships are described, but actual relationships may vary in some instances.  This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

 

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions 
• Exempt associates qualify for our flexible paid time off policy.
• Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment. 
• Option to participate in o