Business Consultant to Financial Advisors

Job description

Who you are: You’re a people person, naturally engaging and genuinely interested in others' stories and goals. You’re tech-savvy and have a strong grasp of what it takes to keep a business running smoothly. You’ve got an eye for detail and an instinct for solving problems, even if you haven’t formally been a “problem-solver” in your previous roles. Maybe you’ve thrived on a client success team, or you’ve received recognition for being exceptionally supportive in customer service. You’re either looking to take your career to the next level or ready to apply your experience in a new, impactful way.

Your natural curiosity drives you to understand how things work and how they can improve, and you have a disciplined, hungry ambition—yet you balance that drive with humility and teamwork. An interest in marketing, business management, or helping others succeed would be a great foundation. Here, you’ll have the chance to learn even more about both marketing and consulting while making a real impact on clients’ businesses.

What We’re Looking For: A Business/Marketing Success Coach who can guide our clients toward reaching their next level. You might not have called yourself a “consultant” before, but if you’re passionate about helping people achieve their goals, and you’re open to learning about marketing and consulting, this could be the perfect role for you.

We are looking an exceptional person to join our team as a Client Success Coach. You don’t need to have experience being a consultant, but you need to be committed and willing to learn.

The Role: Our Business Consultants (Success Coaches) are responsible for onboarding new clients onto our system. Our system is comprised of a piece of software and our industry leading marketing and business management technology. You will be core to the adoption of our solution and it will be your responsibility to help our newest clients climb the ladder to success.

Who we are: Bill Good Marketing built one of the first CRM and Marketing Automation Platforms for the Financial Services Industry. Forty years later we still teach Financial Advisors how to prospect, grow their business, and build relationships with their clients. To date we have helped tens of thousands of advisors increase their income or work half as much.

Plus, we are a fun team of people.

Requirements

• Microsoft Office: 2 years (Required)
• Creative writing: 1 year (Preferred)
• Computer literacy: 2 years (Required)
• Phone etiquette: 1 year (Preferred)
• No fear of phones (required)
• Ability to organize and prioritize

Benefits

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance