HELLO AND WELCOME!

JOB DESCRIPTION

This role will not rely on cold calling to convert leads; instead, you will engage leads after they
have shown interest in one of our many marketing funnels, including informational
workshop/seminars, webinars, radio ads, TV ads, social media, website leads, YouTube videos,
paid social media, etc. The ideal candidate will be a good conversationalist, an excellent
communicator, express a positive attitude, be persistent and confident. They will have excellent
follow-up skills and can build relationships over phone, email and text, while never making the
lead feel uncomfortable or pressured.

Key Traits:
● Highly personable with an optimistic outlook on work and life
● Excellent communicator
● Remarkable organizational and prioritization skills, with a meticulous attention to detail
● Goal-driven team player with a result-driven approach
● Superior aptitude in innovation and problem-solving PLUS meticulous attention to detail
● Comfortable communicating over phone and in email, leveraging tools like Salesforce,
Google Suite, calendar scheduling, auto-dialers, SMS platforms and similar technology

Minimum Requirements:
● Bachelor’s degree preferred
● 2+ years’ experience working within a Financial Advisory firm, or within a Sales role tasked with scheduling appointments for a company
● Excellent communication skills; both verbal and written
● Proficient with Google Suite
● Experience with Salesforce preferred, but not required

Position Responsibilities:
● Implement, and assist in the creation of, contact strategies to keep open leads engaged
with the brand, including appointment setting, appointment confirmations and event
reminders, leveraging both phone and email
● Leverage the brand’s content library, including TV and Radio show content, YouTube
videos, podcast, editorial, webinar, whitepaper and the like to continue conversations
with open leads that convey the long-term value that the brand can provide
● Follow up with prospective clients during peak hours of availability and convenience,
including nights and weekends when necessary
● Assist in the management of the Advisor’s calendars through setting First Appointments
relative to their availability and existing appointment schedule
● Possess an awareness about upcoming events, content releases and other marketing
strategies, and leverage these events to convert leads into appointments.

Salary
$40,000 + commission. More details shared in the interview.

Money for Nothing
Three weeks of paid time off each year

Retirement
We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member
contributions. Employees under 50 years of age can contribute $23,000 per year in addition to the
3% company contribution. Are you 50+ years of age? You can contribute $30,500 each year in
addition to the 3% company contribution. We can also show you how to fund a Traditional IRA or
Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it’s what we
do!

Let’s Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network
It’s the same health insurance that Tony has for himself.
We pay for part of health, dental, and life insurance.
Paid time off to go to the doctor, dentist, etc.

Hungry?
Free coffee, tea, sodas, water, and hot cocoa — all on-site

Want To Lend a Hand?
We support local charities financially and with paid time off to volunteer

Use The Force, Luke!
Mentorship is part of the deal. We want to help you as a person, not just as an employee. We’ll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We’ll even pay for your Certified Financial Planner® designation. Want to get your CPA license? Let’s do it.

How Do I Get There?
Waukesha location is just off the Guerke’s Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd

Let’s have fun!
Quarterly team lunches and team-building events off-site
Annual Team Holiday Party

Paid-for Annual Trips
Company hits our goals, let’s all travel together!