Client Experience Associate – Advisor Growth
Father Gabriel Richard High School - Ann Arbor, Michigan
full-time
Posted on:
Location Type: Hybrid
Location: Irving • Texas • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Serve as the first point of contact for inbound leads via phone, email, SMS, and live chat
- Qualify potential clients to determine fit before scheduling meetings with advisors
- Make daily outreach calls to prospects through our multi-day engagement campaigns
- Proactively manage your pipeline and prevent opportunities from falling through the cracks
- Partner closely with sales leadership and the head of Client Acquisition on a close-knit team to optimize a client’s journey to joining Farther
- Track all interactions and maintain detailed records in HubSpot
- Drive process improvements through thoughtful feedback and innovation
Requirements
- 2+ years of sales experience, preferably in financial services
- Natural go-getter attitude with a bias for action - you see every prospect as an opportunity
- Strong communication skills and engaging phone presence
- Self-motivated and comfortable working independently
- Detail-oriented with excellent organizational and time management skills
- Comfortable with fast-paced, high-growth startup environments
- CRM experience required (HubSpot experience is a plus)
Benefits
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth options
- Unlimited PTO
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales experienceCRM experience
Soft skills
strong communication skillsengaging phone presenceself-motivateddetail-orientedorganizational skillstime management skillsnatural go-getter attitudebias for action