To connect with prospective clients, qualify them for a Strategy Session, and schedule consultations with the Advisor team. This role involves active listening, gathering information, and scheduling Strategy Sessions without cold calling.
Key Responsibilities:
Client Interaction:
- Contact highly qualified prospective clients and gather necessary information for consultations.
- Schedule prospects for Strategy Sessions with the Advisor team (bonus paid based on the number of bookings).
- Actively listen to prospects, qualify them, and engage in professional conversations.
- Answer returned calls and promptly respond to all voicemail messages within 24 hours.
Data Management:
- Log all call details into Salesforce.
- Provide detailed notes from the qualifying call for Advisors to facilitate consultations.
- Send confirmation emails to every prospect scheduled for a Strategy Session.
Email and Communication:
- Manage email responses effectively, ensuring follow-up and follow-through.
Efficiency Goals:
- Dial at least 60 prospects per day with a goal of scheduling 7-12 consultations per day.
Competencies:
Integrity:
- Understands and adheres to ethical standards and company policies.
- Reports unethical behavior to supervisors.
- Maintains confidentiality with minimal supervision.
Accountability:
- Takes responsibility for assigned tasks and seeks guidance when necessary.
- Acknowledges mistakes and learns from them.
Customer Focused:
- Responds to client inquiries with professionalism.
- Demonstrates a helpful and friendly attitude.
Time Management / Organization:
- Manages time and tasks efficiently.
- Completes tasks within established deadlines.
Communication:
- Communicates clearly and effectively.
- Actively listens and uses basic communication tools (email, phone, etc.).
Teamwork:
- Works cooperatively with others on assigned tasks.
- Shares information and participates in team activities.
Self-Motivated:
- Demonstrates enthusiasm and initiative.
- Seeks opportunities for personal development.
Required Qualifications:
- High school diploma.
- Proficiency in G Suite (Gmail, Calendar, Drive, Docs, and Sheets).
- Strong listening, phone etiquette, and grammar skills.
- Self-motivated, goal-oriented, and coachable.
- Excellent time management and attention to detail.
Preferred Qualifications:
- Bachelor’s degree preferred.
- Experience with a professional services company is a benefit.
Performance Metrics:
- Client Satisfaction: Measured by client feedback and satisfaction survey results.
- Efficiency: Timely completion of scheduling tasks and accurate CRM updates.
- Communication: Responsiveness to client communication and effective collaboration with team members.
- Process Improvement: Implementation of best practices and continuous improvement initiatives.
Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row!
Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, 2023, and 2024 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.
Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.
At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.
We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.
Please note that a full background check, drug screen, internet, and social media search are required for employment.
Skills Required
- High school diploma
- Proficiency in G Suite (Gmail, Calendar, Drive, Docs, Sheets)
- Experience using Salesforce (logging call details and CRM updates)
- Strong listening skills, phone etiquette, and grammar
- Self-motivated, goal-oriented, and coachable
- Excellent time management and attention to detail
- Background check, drug screen, internet and social media search
- Bachelor's degree
- Experience with a professional services company
What We Do
Anderson Business Advisors is a planning and consulting firm focused on providing high-quality services in asset protection, estate planning, and tax planning for real estate investors, stock traders, and small business owners.
