Wealth Advisor
About this role
# **Sales Advisor – Driven Investments**
## **About the Role**
As a Sales Advisor at Driven Investments, you will speak with warm, qualified leads (no cold prospecting) and guide them through our proven consultative sales process. Your primary responsibility is to educate prospects, uncover their goals and pain points, and help them make confident decisions about working with us.
## **What You Will Be Doing**
**Sales & Client Acquisition**
* Hold 2–4 scheduled discovery/strategy calls per day with warm leads.
* Follow our structured sales script while personalizing it to each client.
* Identify client goals, pain points, and gaps in their current plan.
* Clearly explain investment options, retirement strategies, and our value.
* Confidently ask for the commitment and close the sale.
* Maintain 30%+ close rate (firm average).
**Follow-Up & Pipeline Management**
* Proactively follow up with leads via phone, SMS, and email.
* Track calls and notes in CRM.
* Move prospects through pipeline stages efficiently.
* Re-engage older leads when appropriate.
**Client Experience & Handoff**
* Set clear expectations for onboarding and next steps.
* Build trust with clients through simplicity and transparency.
* Seamlessly hand off new clients to servicing advisor with full context.
**Continuous Improvement**
* Participate in call reviews, training, and coaching sessions.
* Study objections and improve closing techniques.
* Learn industry knowledge to increase credibility.
* Share best practices with the team.
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## **Skills & Traits Needed**
### **Must-Have Skills**
✅ Strong communication & listening ability
✅ Confidence asking for the sale (closing)
✅ Ability to keep conversations simple and relatable
✅ Empathy and emotional intelligence
✅ Structured thinking and ability to follow a proven process
✅ Coachability and willingness to improve
✅ Consistency and discipline in following up
✅ Basic financial literacy (or willingness to learn)
### **Bonus Skills (Not required but valuable)**
* Experience in financial services or retirement planning
* Prior consultative / high-ticket sales experience
* Familiarity with CRM or pipeline management
* Ability to handle multiple leads and deadlines effectively
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## **Who Thrives in This Role**
* You like talking to people and solving problems.
* You perform best when the expectations are clear and the system is proven.
* You want unlimited growth opportunities based on performance.
* You want mentorship and development—not to figure it out alone.
* You value integrity and doing the right thing for clients.
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## **Why Work With Us**
* Warm inbound leads (no cold calling)
* Proven script and sales system
* High earning potential (performance-based raises and bonuses)
* Supportive, growth-focused culture
* We invest in your training and success