LearnVest is widely recognized as one of New York’s top venture-backed startups and a revolutionary player in the personal finance industry. The company’s mission is to provide stellar content, tools and support to help women gain control of their personal finances. LearnVest leverages innovative technology to provide dynamic, affordable financial advice to a national client base. Every day, we empower women across the country to start and continue the journey to living their richest lives.
LearnVest is looking for a Planning Sales Associate to join its Financial Planning Team. Planning Sales Associates actively build LearnVest’s relationships with prospective Financial Planning clientele.
Provide best-in-class sales support and customer service to prospective LearnVest clients
Manage inbound leads via phone and email by delivering insightful personal finance consultations and introducing the LearnVest product suite to prospective clients Create outbound leads by identifying target pools, and designing and executing outreach campaigns and events
Series 65 required (will sponsor for the right candidate).
Strong interest in personal financial planning
2+ years of sales experience
Demonstrated strength in communication – can effectively articulate basic personal finance concepts to an audience with varying levels of sophistication
Enthusiasm for LearnVest’s mission: Optimistic and upbeat approach to making best-in-class financial advice accessible to a wide range of clients across the country
Team player: Works with autonomy and independence, but also willing to pitch in for others as needed
LearnVest - 23 months ago