Sales Support Specialist/Customer Services

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice. The Sales Consultant is responsible for prospecting, qualifying, and nurturing prospective client leads, with the goal of scheduling appointments for partner financial advisors that convert to client relationships.

They will also be able to effectively speak to and sell the value and impact of a financial advisor and be able to provide limited financial guidance of their own to impactfully warm leads. This role will also assist with organizing office details, administrative follow-up, and data preparation and analysis. Connect with assigned inbound and outbound leads to sell the benefit of financial advice from a Carson Partner at or above expected contact volume and appointment schedule rate levels.

Assist the broader Client Acquisition Sales team with administrative tasks such as updating CRM tools, providing reporting, follow-up with advisors and other duties as assigned. Participate in team and advisor best-practice sharing to improve own performance and performance of the team
Actively surface ideas and opportunities for team performance improvement, better connection to Advisors, better data handling and entry, technical toolsets, integration with marketing or other efforts to increase the team’s achievement of shared goals.

Support a healthy and engaging high-performance team culture by participating, focusing on solutions rather than problems, and connecting frequently and meaningfully with colleagues and leadership
Experienced in high-volume sales
Experienced in customer service, with the ability to meaningfully connect with callers
Familiar with sales management, tracking, and reporting tools; able to apply such tools effectively to create organized reporting and facilitate customer relationship management (CRM) best practices
Enthusiastic about learning and sharing ideas and strategies that align with the sales team's goals.

Experience with Salesforce preferred, or other CRM experience
Possess a strong work ethic and personal values
Must like to work in the office and in a team environment
Ability to learn tools including Calendly, and assist the offices in administrative onboarding processes
2+ yrs sales experience; financial services industry preferred but not required, with a demonstrated track record of achieving and exceeding sales goals
~ In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment.

We are an eqal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

Variable compensation potential (Bonus and/or commissions)
Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.
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