Demo Consultant
Workiva
Cloud
Senior Wealth Consultant
Mariner
full-time
Posted on:
Location Type: Remote
Location: Remote • Kansas • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Develop and execute strategies to maximize sales opportunities from digital referral partners, ensuring a steady flow of qualified leads.
- Manage relationships with digital referral sources, fostering strong partnerships to enhance lead quality and volume.
- Track and analyze the performance of referral partner programs, making data-driven adjustments to improve lead conversion rates and client acquisition.
- Collaborate with internal sales teams to ensure effective follow-up and engagement with referred leads, optimizing the sales pipeline.
- Work closely with marketing and sales teams to create and implement processes for handling leads from digital sources, ensuring timely communication and seamless handoffs.
- Utilize CRM tools to track lead status, maintain accurate records, and provide regular reporting on referral program performance.
- Engage potential clients with a high degree of professionalism, ensuring they have a smooth and positive experience throughout the sales process.
- Identify new opportunities to expand the network of digital referral partners, continuously growing the lead pool.
- Train and support internal sales teams on best practices for managing and converting digital referrals.
- Other duties as assigned by management.
Requirements
- Bachelor’s degree in business or other related field from an accredited college or university
- 5+ years’ experience in the financial services industry
- Series 65, or CFP required
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysislead conversionsales strategy developmentCRM utilizationlead trackingreporting
Soft skills
relationship managementcommunicationcollaborationprofessionalismtraining
Certifications
Bachelor’s degreeSeries 65CFP
