Job Summary

Anderson is looking for an energetic and outgoing Consult Coordinator-. The ideal candidate understands how important first impressions are with a prospective client and they thrive on speaking to clients throughout most of the day. This position reaches out to prospective clients who have attended our events as well as those who have expressed interest in having a Strategy Session with one of our Advisors. There is no cold calling involved.

Exceptional listening skills are a must along with the ability to engage with the customer in a comfortable and confident manner so that they feel like they are having a conversation and not being asked a list of questions! After gathering the information our Advisors need, the consultation is booked.

Job Responsibilities:

• Contact highly qualified prospective clients and gather the information Anderson requires. Schedule prospects for a Strategy Session with our Advisor team. A bonus is paid relative to the number of Strategy Sessions booked.
• Connect with prospects, actively listen, qualify, and schedule consultations for them with an Advisor
• Provide detailed notes from the qualifying call for the Advisor to facilitate the consultation
• Log call details into Salesforce
• Send confirmation emails to every prospect scheduled with an Advisor
• Manage email responses effectively, with keen attention to follow-up and follow-through
• Answer returned calls and promptly respond to all voicemail messages within 24 hours
• Efficiently dial at least 60 prospects per day with the goal of scheduling 7-12 per day
• After your 5th scheduled consultation of each day, you will earn a $10 bonus for each additional scheduled consult, uncapped

Best qualified candidates will:

• Love talking to clients on the phone and has outstanding phone/telesales abilities; have the ability to learn from a script but not sound scripted
• Have exceptional listening skills and the ability to engage in a conversation with the prospective client so that it feels like a professional conversation
• Be self-motivated, goal-oriented, positive, and coachable
• Have great time management skills and attention to detail, completing tasks accurately in a timely manner
• Be proficient using GSuite; Gmail, Calendar, Drive, Docs, and Sheets
• Be personable, have proper speaking, listening, and phone etiquette skills
• Have proficiency in using correct grammar, spelling, and punctuation
• Candidate should have a high school diploma, bachelor's degree preferred
• Experience with a professional services company is a benefit

Benefits:

• Working remote or access to Las Vegas, Tacoma, WA and Salt Lake City area regional offices.
• Robust onboarding program to ensure new employees are knowledgeable about all aspects of the organization, its services and products.
• Medical, Dental, Vision, Short-term disability are all provided at no cost to each employee. Employee-paid health insurance starts the beginning of next month after hire.
• 401(k) plan that is matched at 4% after 6 months of employment.
• 16 days of PTO in the 1st year, 21 days of PTO after 1 year of employment.
• In addition to PTO, Anderson offers 7 paid company holidays per year.
• Bar registration/Professional Services fees.
• Family Leave (FMLA)
• Basic life and AD&D
• $35 monthly gym membership

Job Type: Full-time

Schedule: 8-hour work day - can be flexible on start/end times and days of the week worked

Working Hours are 8 - 5 PM PST

Anderson Business Advisors is the nation's premier entity provider. They are a business planning and asset preservation consulting firm that provides high-quality services, education, and resources to high-net-worth individuals, families, trusts, real estate investors, stock traders and business owners.

Serving clients nationally since 1997, Anderson Advisors is growing at a phenomenal rate and we owe this success to our people, services and clients.

We're looking for friendly, driven and passionate individuals to contribute to our mission to assist investors and business owners to not only preserve, protect and prosper financially, but also realize the greatest potential their assets can achieve around what matters to them most.

Anderson Advisors is an award-winning workplace - Voted Top Places to Work in 2020 by the Las Vegas Business Review, as well as Intuit's Firm of the Future award in 2020.

We support our employees with ongoing training and internal advancement opportunities for people who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Working remote or access to Las Vegas, Tacoma, WA and Salt Lake City area regional offices.

• Robust onboarding program to ensure new employees are knowledgeable about all aspects of the organization, its services and products.

• Medical, Dental, Vision, Short-term disability are all provided at no cost to each employee. Employee-paid health insurance starts the beginning of next month after hire.

• 401(k) plan that is matched at 4% after 6 months of employment.

• 16 days of PTO in the 1st year, 21 days of PTO after 1 year of employment.

• In addition to PTO, Anderson offers 7 paid company holidays per year.

• Bar registration/Professional Services fees.

• Family Leave (FMLA)

• Basic life and AD&D

• $35 monthly gym membership

Our Company Values are: Integrity | Resilient | Driven | Innovative | Conscientious

A full background check, drug screen, internet and social media search is required for employment.

Anderson is an EEO employer as defined by the EEOC.