Transforming lives through meaningful conversations is at the heart of this role. We're looking for a talented individual to join our team as a Lead Qualification & Booking Consultant.
This isn't your typical sales position. You'll be having in-depth, personable conversations with qualified leads who are eager to learn about wealth creation and take the next step in their journey. Your goal will be to understand their motivations, assess their readiness, and guide them towards making informed investment decisions.
The ideal candidate is a natural communicator, passionate about building relationships and helping others achieve their goals. If you have a gift for asking thoughtful questions, listening actively, and providing tailored support, we want to hear from you.
Your day-to-day tasks will involve:
* Engaging with warm, inbound, and marketing-qualified leads to understand their needs and interests
* Buidling rapport quickly and establishing trust with prospects
* Asking structured questions to qualify their interest and investment readiness
* Booking highly qualified appointments into our strategist's calendar
* Following up with leads via various channels to ensure they receive the best possible support
We're not just looking for someone with experience; we're seeking a motivated individual who is eager to learn and grow with our team. If you're passionate about personal development, driven by results, and thrive in fast-paced environments, we'd love to hear from you.
You'll enjoy:
* A dynamic, purpose-driven work environment that values collaboration and mutual growth
* Ongoing training and development opportunities to enhance your skills and knowledge
* Career progression possibilities into sales, strategy, or advisory roles
* A competitive compensation package with uncapped commissions on deals closed
If you're ready to embark on a rewarding career journey and make a meaningful impact, we encourage you to apply today!