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 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:

In this role, you will be responsible for driving organic growth. Your primary focus will be to educate prospective clients about the value Allworth can bring to their lives and help them determine if we are the right firm for them. If so, you will identify which of our highly skilled fiduciary financial advisors is best suited to help them attain their financial goals and then guide them through the onboarding process. You will be interacting with people throughout the United States across a variety of different lead channels. Talking points and sample scripts are available but successful team members internalize these tools so they can engage in organic conversations with people from all walks of life.

As a member of our inside sales team, your interactions with prospective clients will be the first step in their journey with Allworth Financial, which makes this a high-visibility, high-impact role. If you are a proven sales professional looking for a challenging but rewarding career in a thriving, goal-oriented environment, we would love to hear from you.

This is a Non-Exempt, full-time hybrid position in our Addison, TX office with the hourly rate between $23.00 to $26.00 per hour based on experience. The total compensation for this role ranges from $70,000 to $108,000 annually; this is inclusive of the base salary and variable compensation. 

 

DUTIES AND RESPONSIBILITIES:

  • Communicate clearly and persuasively with a wide range of people across the country
  • Partner with colleagues and sales leadership to achieve superior results
  • Quickly builds trust and confidence with prospective clients
  • Communicate effectively to deliver a great first impression for our sales opportunities
  • Make a high volume of calls to reach sales initiatives and goals
  • Effectively handle high-value/high-net-worth prospects
  • Quickly and efficiently engage potential clients in our sales flow process
  • Take ownership of sales initiatives and independently identify the best course of action to achieve those goals
  • Actively identify opportunities
  • Innovate, create and pursue sales strategies/tactics
  • Consistently and effectively communicate our firm's value proposition
  • Maintain a positive attitude and identify solutions, when faced with challenges
  • Contribute to Allworth's desirable work environment and culture
  • Consistently demonstrate Allworth's guiding principles
  • Tactfully overcome objections expressed by prospective clients to ensure they get the help they need

 

QUALIFICATIONS:

Along with the information above, we will be looking for the following qualifications in our candidates.

  • 4+ Years of successful consultive sales experience
  • Excellent verbal and written communication skills
  • Strong track record of demonstrating successful sales skills
  • Experience in a high-volume sales environment
  • Ability to listen and build rapport quickly with prospective clients
  • Ability to communicate in a digestible and comfortable manner with people from a wide range of professions and socioeconomic backgrounds
  • Flexible, approachable, and can quickly embrace change in goals and objectives
  • Established ability to learn new technology and quickly become proficient
  • Proven ability to thrive in a fast-paced environment
  • Possesses a natural entrepreneurial spirit
  • Ability to effectively prioritize tasks without supervision
  • Strong organizational and problem-solving skills
  • Ability to contribute to a cohesive team, while maintaining excellent individual performance
  • Experience working with a Sales Client Relationship Management (CRM) system a plus
  • BS/BA degree preferred; High school diploma or GED required

 

 

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) 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 our Equity Purchase Program
  • Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

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.

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