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Job Category: Sales

Case Manager (Paraplanner)

Title:    Case Manager (Paraplanner)
Department(s):    Operations (Corporate)
Reports to:    Customer Success Manager

Job summary:
Our Case Management group is an important part of the Wealth Management new client experience, providing friendly and professional service to both our internal and external customers.  With strong attention to detail and compliance, this group ensures that the customer experience starts off on the right foot; beginning with internal departments all the way through the onboarding of a new client. A Case Paraplanner works under the direction of a Financial Advisor. The CP performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client.   Next, the CP reviews and analyzes the client's financial records and starts creating the plan based on different possible financial scenarios as directed by the Financial Advisor. In the process of creating these scenarios, the CP determines how assets should be allocated and ultimately uses this information to the financial plan.

Summary of essential job functions:
•    Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning reports.
•    Research financial databases and products that match clients' needs.
•    Construct Financial Advisor meeting presentations and client-facing visual aides including charts, graphs, and tables.
•    Process account opening, transfer and investment paperwork for all newly onboarded clients, producing an organized and compliant file.
•    Compose professional client correspondence
•    Management of client case files; client updates, financial advisor updates, troubleshooting and implementation of financial plan.
•    Ensure all data entry into Salesforce is up-to-date and complete on a daily basis.
•    Maintain ongoing relationships with clients, directly and/or through a Financial Advisor.
•    Act as a professional relationship manager between clients and Financial Advisors

Minimum requirements:
•    High School diploma required; Bachelor’s Degree preferred but not required.
•    Industry knowledge preferred; Annuities, Alternative Investments, Securities, Account registration, Trusts, familiarity with compliance rules, etc.
•    Must have strong verbal and written communication skills. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.
•    Prior experience with online financial platforms and CRM is preferred but not required.
 

Expectations:
•    Ability to effectively understand the customer’s need and generally explain how we can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should be approached professionally and upmost respect.
•    Project management: effectively organizes, prioritizes and manages assigned case and/or tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, compliance requirement and professional experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.

Case Manager (Paraplanner)

Title:    Case Manager (Paraplanner)
Department(s):    Operations (Corporate)
Reports to:    Customer Success Manager

Job summary:
Our Case Management group is an important part of the Wealth Management new client experience, providing friendly and professional service to both our internal and external customers.  With strong attention to detail and compliance, this group ensures that the customer experience starts off on the right foot; beginning with internal departments all the way through the onboarding of a new client. A Case Paraplanner works under the direction of a Financial Advisor. The CP performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client.   Next, the CP reviews and analyzes the client's financial records and starts creating the plan based on different possible financial scenarios as directed by the Financial Advisor. In the process of creating these scenarios, the CP determines how assets should be allocated and ultimately uses this information to the financial plan.

Summary of essential job functions:
•    Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning reports.
•    Research financial databases and products that match clients' needs.
•    Construct Financial Advisor meeting presentations and client-facing visual aides including charts, graphs, and tables.
•    Process account opening, transfer and investment paperwork for all newly onboarded clients, producing an organized and compliant file.
•    Compose professional client correspondence
•    Management of client case files; client updates, financial advisor updates, troubleshooting and implementation of financial plan.
•    Ensure all data entry into Salesforce is up-to-date and complete on a daily basis.
•    Maintain ongoing relationships with clients, directly and/or through a Financial Advisor.
•    Act as a professional relationship manager between clients and Financial Advisors

Minimum requirements:
•    High School diploma required; Bachelor’s Degree preferred but not required.
•    Industry knowledge preferred; Annuities, Alternative Investments, Securities, Account registration, Trusts, familiarity with compliance rules, etc.
•    Must have strong verbal and written communication skills. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.
•    Prior experience with online financial platforms and CRM is preferred but not required.
 

Expectations:
•    Ability to effectively understand the customer’s need and generally explain how we can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should be approached professionally and upmost respect.
•    Project management: effectively organizes, prioritizes and manages assigned case and/or tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, compliance requirement and professional experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.

Case Manager (Paraplanner)

Title:    Case Manager (Paraplanner)
Department(s):    Operations (Corporate)
Reports to:    Customer Success Manager

Job summary:
Our Case Management group is an important part of the Wealth Management new client experience, providing friendly and professional service to both our internal and external customers.  With strong attention to detail and compliance, this group ensures that the customer experience starts off on the right foot; beginning with internal departments all the way through the onboarding of a new client. A Case Paraplanner works under the direction of a Financial Advisor. The CP performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client.   Next, the CP reviews and analyzes the client's financial records and starts creating the plan based on different possible financial scenarios as directed by the Financial Advisor. In the process of creating these scenarios, the CP determines how assets should be allocated and ultimately uses this information to the financial plan.

Summary of essential job functions:
•    Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning reports.
•    Research financial databases and products that match clients' needs.
•    Construct Financial Advisor meeting presentations and client-facing visual aides including charts, graphs, and tables.
•    Process account opening, transfer and investment paperwork for all newly onboarded clients, producing an organized and compliant file.
•    Compose professional client correspondence
•    Management of client case files; client updates, financial advisor updates, troubleshooting and implementation of financial plan.
•    Ensure all data entry into Salesforce is up-to-date and complete on a daily basis.
•    Maintain ongoing relationships with clients, directly and/or through a Financial Advisor.
•    Act as a professional relationship manager between clients and Financial Advisors

Minimum requirements:
•    High School diploma required; Bachelor’s Degree preferred but not required.
•    Industry knowledge preferred; Annuities, Alternative Investments, Securities, Account registration, Trusts, familiarity with compliance rules, etc.
•    Must have strong verbal and written communication skills. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.
•    Prior experience with online financial platforms and CRM is preferred but not required.
 

Expectations:
•    Ability to effectively understand the customer’s need and generally explain how we can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should be approached professionally and upmost respect.
•    Project management: effectively organizes, prioritizes and manages assigned case and/or tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, compliance requirement and professional experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.

Sales Representative

Sales Representative (Las Vegas) (Las Vegas)

 
 
 
 
 
 
 
 
© craigslist – Map data © OpenStreetMap

(google map)

compensation: $65K includes Base Salary of $32K to $38K plus commission + Health Insurance + Benefits
employment type: full-time

 

 

 

Are you a motivated salesperson with great follow-up skills?
Are you interested to work in a recession proof business?
You may be just the person we are looking for to work at our company!

Apply today, we are hiring this week and look forward to speaking with you.
Join our Team and experience a great position, with excellent benefits that you can grow and
accomplish your goals.
We will train you!
Commission, vacations, health insurance are all part of our benefits.

Work in a fun environment!

Apply today!

Great candidates should have the following skills:
Do you have sales and follow-up experience?
Have you played in any competitive sports while in school?
Are you reliable and drug-free?

Please apply today!

Sales Representative
Want to work closely with a team of Rockstars at the intersection of technology and retail?
Want to experience life at a fast growing company in Viva Las Vegas?
At Bravo, we help pawnshops succeed in today's competitive world through our point-of-sale platform, integrated ecommerce site, and day-to-day tools and services.

Based in Las Vegas, our team is comprised of enthusiastic folks with extensive backgrounds in customer service, training, operations, and of course. . . pawn.

Are you an enthusiastic and passionate individual with high energy, curiosity, and a great work ethic? As a Sales Representative, you will be responsible for telling our amazing story and delivering a great sales experience for our customers. Target clients will largely consist of — but will not be limited to — small-sized businesses.

In this role, you will need to
? Become an expert in identifying challenges that our prospective customers face.
? Research prospective customers, create outreach strategies, and identify opportunities ?
Run online demonstration of the Bravo software and successfully sell the Bravo value proposition ? Close new business consistently at or above quota level ?
Build relationships with prospects and internal stake holders to grow new business ?
Prospect for new clients via cold-calling and outbound sales ?
Work collaboratively with marketing and technology departments to execute sales strategy as the
firm introduces enhancements and new products
You should have:
? Experience within a sales team that produces and exceeds their goals consistently
? Experience in a startup environment, if possible ?
Evidence that you are a Top Producer with 2-5+ years of selling experience ?
Experience working with small business owners ?
A sharp focus on your goals ?
Emotional intelligence ?
Tons of energy, passion, humor, compassion, enthusiasm and work-ethic ?
Familiar with MS Office Suite, Google Apps, and HubSpot CRM is + ?
Exceptional closing skills

Required Education
? B.A. or B.S. degree

Sales Representative

Sales Representative (Las Vegas)

 
 
 
 
 
 
 
 
© craigslist – Map data © OpenStreetMap

(google map)

compensation: $65K includes Base Salary of $32K to $38K plus commission + Health Insurance + Benefits
employment type: full-time

 

 

 

Are you a motivated salesperson with great follow-up skills?
Are you interested to work in a recession proof business?
You may be just the person we are looking for to work at our store!
Do you speak Spanish?

Apply today, we are hiring this week and look forward to speaking with you.
Join our Team and experience a great position, with excellent benefits that you can grow and accomplish your goals.
We will train you!
Commission, vacations, discounts on merchandise, health insurance are all part of our benefits.

Work in a fun environment!

Apply today!

Great candidates should have the following skills:
Do you have sales and follow-up experience?
Have you played in any competitive sports while in school?
Are you reliable and drug-free?
Do you have transportation to and from work each day?

Please apply today!

Sales Representative
Want to work closely with a team of rockstars at the intersection of technology and retail? Want to experience life at a fast growing startup in Viva Las Vegas?
At Bravo, we help pawnbrokers succeed in today's competitive world through our point-of-sale platform, integrated ecommerce site, and day-to-day tools and services. Based in Las Vegas, our team is comprised of enthusiastic folks with extensive backgrounds in customer service, training, operations, and of course. . . pawn.
Are you an enthusiastic and passionate individual with high energy, curiosity, and a great work ethic? As a Sales Representative, you will be responsible for telling our amazing story and delivering a great sales experience for our customers. Target clients will largely consist of — but will not be limited to — small-sized businesses.
In this role, you will need to
? Become an expert in identifying challenges that our prospective customers face ? Research prospective customers, create outreach strategies, and identify opportunities ? Run online demonstration of the Bravo software and successfully sell the Bravo value proposition ? Close new business consistently at or above quota level ? Build relationships with prospects and internal stake holders to grow new business ? Prospect for new clients via cold-calling and outbound sales ? Work collaboratively with marketing and technology departments to execute sales strategy as the firm introduces enhancements and new products
You should have
? Experience within a sales team that produces and exceeds their goals consistently ? Experience in a startup environment, if possible ? Evidence that you are a Top Producer ? 2-5+ years of selling experience ? Experience working with small business owners ? A sharp focus on your goals ? Emotional intelligence ? Tons of energy, passion, humor, compassion, enthusiasm and work-ethic ? Facility with MS Office Suite, Google Apps, and HubSpot CRM ? Exceptional closing skills
Required Education
? B.A. or B.S. degree