Job Description:

The primary responsibility of this position is to engage prospects after they have shown interest from one of the many company marketing funnels: informational workshop/seminar, radio ad, TV ad, website, etc. This position will depend heavily upon a positive attitude, solid work ethic and the ability to build upon relationships over the phone. This role will overcome objectives in a professional, polite manner — never making the prospect feel uncomfortable at any time.

Tasks expected:

• Call and schedule with prospects
• Consistent follow-up with prospects
• Attend seminars/workshops
• Keep CRM updated with prospect/client interaction
• Work independently and proactively to meet personal business goals
• Assist team with administrative tasks as needed
• Track weekly and monthly progress, including number of calls made, appointments set and appointments kept with Chief Advisor

Perform other duties and projects as assigned

Paid Time Off
You are at your best when you have time to recharge.

Health Insurance
We offer a variety of options to support your health care needs.

Employee Incentives
We make sure to recognize and reward the people who go above and beyond!

Supportive Team Culture
We’ve created an environment that makes people enjoy coming into work. We listen to your ideas and cheer your growth.

Professional Development
Our employees have many opportunities to learn and grow in their professional role.

Flexibility and Autonomy
We trust our people to do their best without micromanagement.

Quarterly Team Lunches
This gives us a chance to relax, recharge and reconnect as a team.

Team and Family Gatherings Twice Annually
Anyone who is part of your family is part of the Guardian family.

Annual Holiday Bash
We end the year with a bang, celebrating your hard work!

Interested? Send us your résumé and cover letter to get started!