Lead Ambassador at United Capital Financial Partners
Irving, TX, US

Under the general supervision of the AVP, Business Development, the Lead Ambassador serves as a liaison between prospects and financial advisors across the country, educating prospects on United Capital’s financial life management tools.

 

ESSENTIAL DUTIES & RESPONSIBILITIES

The following duties ARE NOT intended to serve as a comprehensive list of all duties performed by all employees in this classification, only a representative summary of the primary duties and responsibilities. Incumbent(s) may not be required to perform all duties listed and may be required to perform additional position-specific duties and/or duties that are outside the specific functions that are listed.

 

  • Communicate with prospective clients to gather relevant information via phone and email.
  • Facilitates communication between prospective clients, financial advisors, and operations staff.
  • Leverages United Capital’s customer relationship management (CRM) tool to log and record prospecting activity in Salesforce.
  • Consistently meets or exceeds individual productivity targets.
  • Recommends and develops ways to effectively and efficiently improve current processes.
  • Learns and demonstrates mastery of:
    • United Capital and the services we provide
    • What makes a prospective client a fit for our services
    • Our marketing procedures
    • Best practices for successfully calling on prospective clients
  • Performs other duties and assignments as needed
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PHYSICAL REQUIREMENTS

●       Ability to sit at desk for prolonged periods of time.

●       Ability to operate a wide range of office technology, such as computer, copier and fax machine.

●       Ability to read documents, reports, etc.

●       Ability to answer phones and communicate with callers.

 

MINIMUM QUALIFICATIONS:

Education and Experience:

  • High school diploma or equivalent required
  • Bachelor’s degree strongly preferred (majors to include: finance, business, economics, or a related field)
  • A minimum of one year of sales and relationship management experience
  • Previous experience in the financial services industry preferred

 

  • Previous experience with CRM platforms preferred
  • Previous experience in high-volume sales or appointment setting preferred

 

Required Skills & Competencies:

▪         Microsoft Office (Excel and Word) at an intermediate level; Google Apps is highly desired.

▪         Prior experience with customer relationship management (CRM) software preferred, Salesforce a plus

▪         Able to work in fast-paced, self-directed entrepreneurial environment

▪         Professional and articulate oral and written communication, including phone & email etiquette

▪         Strong ability to cooperate and work collaboratively towards solutions.

▪         Deals constructively with setbacks and maintains a positive outlook in difficult situations; comfortable receiving feedback and coaching

▪         Ability to follow a defined process to ensure that all activity and communication is documented and updated

▪         Excellent time management and organizational skills, able to work independently as a member of the team

▪         Ability to understand business goals and recommend new approaches, policies and procedures to effect continual improvements in business objectives, productivity and development of Growth Programs within the company.

▪         Strong internal and external customer service focus.

▪         The ability to manage multiple priorities simultaneously.

▪         Excellent organizational and interpersonal skills.

▪          Reliable and proven track record of personal integrity, honesty and ability to deal with confidential information Comfortable working at all levels of the organization.

▪         Ability to demonstrate a high level of decision making, initiative, and independent judgment.