Edelman Financial Engines, LLC
Sr. Inside Sales Associate (Phoenix, AZ)
Edelman Financial Engines, LLC, Phoenix, Arizona, United States, 85003
Sr. Inside Sales Associate (Phoenix, AZ)
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetimeVital work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies, and solutions to help them feel confident about the plans they are making—whether for today, tomorrow, or the great unknown future. Our goal is to build long‑term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions at every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do for our clients and eachşg other. We are committed to moving forward together. If you are inspired by purpose‑driven work and a collaborative, values‑led culture, we invite you to explore a career with us.
As a Sr. Inside Sales Associate on the Client Discovery team, you’ll play a pivotal role by engaging with prospective clients through a consultative, needs‑based dialogue that generates enthusiasm to meet with our industry‑leading financial planners. Using an assigned book of leads generated by our marketing department and partners, you’ll provide a best‑in‑class experience that builds value in EFE’s Wealth Management services.
In addition to an earnest desire to help people, we are looking for the ideal Reykj candidate to complement the team’s existing talents. For this Sr. Inside Sales Associate role, we are seeking a candidate with excellent interpersonal and communication skills to help clearly articulate and personalize EFE’s differentiators to drive lead conversion. If you are goal‑oriented, persuasive, confident, and eager to be a top performer while building strong prospective‑client relationships, this may be an opportunity for you!
Responsibilities
Effectively engages prospects in exploratory dialogue to identify needs/wants and value expectations to support the achievement of prospects’ objectives.
Applies knowledge of EFE’s Financial Planning capabilities to promote products and services (retirement planning, investments, estate planning, insurance, and tax planning) to convey how EFE financial planners could potentially address their needs.
Accurately assess prospect’s needs and build a prospect profile to identify the right tier/treatment based on defined assignment criteria, while collecting and recording crucial client information for Planners.
Support marketing strategies to attract, convert, and retain new clients; provide insights/feedback to business partners on prospects’ desires, needs, and areas of concern.
Communicate effectively both verbally and in writing with Planners and other internal partners to share information about the prospect’s interaction.
adversely
requirement•
Requirements
5+ years in a sales‑based contact center environment; experience in financial services is a plus.
Proven ability to drive strong results from an assigned book of leads.
Strong interpersonal/communication skills and experience using emotional intelligence.
Passionate about proactively seeking coaching & development opportunities.
Previous financial license or desire to obtain a license is a bonus.
Bachelor’s Degree preferred.
Edelman Financial Engines takes a market‑based approach to pay. The expected base salary range for this role nationally is $60,600 - $80,800. However, final base pay will be carefully determined based on several factors, including responsibilities, job‑related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other_facform of compensation and benefits, such as a discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors— not just the wealthy—deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September 2018‑2025 based on prior 12‑month data through June 30), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary® technology with the attention of a dedicated personal financial planner.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability consac, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.
#J-18808-Ljbffr
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetimeVital work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies, and solutions to help them feel confident about the plans they are making—whether for today, tomorrow, or the great unknown future. Our goal is to build long‑term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions at every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do for our clients and eachşg other. We are committed to moving forward together. If you are inspired by purpose‑driven work and a collaborative, values‑led culture, we invite you to explore a career with us.
As a Sr. Inside Sales Associate on the Client Discovery team, you’ll play a pivotal role by engaging with prospective clients through a consultative, needs‑based dialogue that generates enthusiasm to meet with our industry‑leading financial planners. Using an assigned book of leads generated by our marketing department and partners, you’ll provide a best‑in‑class experience that builds value in EFE’s Wealth Management services.
In addition to an earnest desire to help people, we are looking for the ideal Reykj candidate to complement the team’s existing talents. For this Sr. Inside Sales Associate role, we are seeking a candidate with excellent interpersonal and communication skills to help clearly articulate and personalize EFE’s differentiators to drive lead conversion. If you are goal‑oriented, persuasive, confident, and eager to be a top performer while building strong prospective‑client relationships, this may be an opportunity for you!
Responsibilities
Effectively engages prospects in exploratory dialogue to identify needs/wants and value expectations to support the achievement of prospects’ objectives.
Applies knowledge of EFE’s Financial Planning capabilities to promote products and services (retirement planning, investments, estate planning, insurance, and tax planning) to convey how EFE financial planners could potentially address their needs.
Accurately assess prospect’s needs and build a prospect profile to identify the right tier/treatment based on defined assignment criteria, while collecting and recording crucial client information for Planners.
Support marketing strategies to attract, convert, and retain new clients; provide insights/feedback to business partners on prospects’ desires, needs, and areas of concern.
Communicate effectively both verbally and in writing with Planners and other internal partners to share information about the prospect’s interaction.
adversely
requirement•
Requirements
5+ years in a sales‑based contact center environment; experience in financial services is a plus.
Proven ability to drive strong results from an assigned book of leads.
Strong interpersonal/communication skills and experience using emotional intelligence.
Passionate about proactively seeking coaching & development opportunities.
Previous financial license or desire to obtain a license is a bonus.
Bachelor’s Degree preferred.
Edelman Financial Engines takes a market‑based approach to pay. The expected base salary range for this role nationally is $60,600 - $80,800. However, final base pay will be carefully determined based on several factors, including responsibilities, job‑related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other_facform of compensation and benefits, such as a discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors— not just the wealthy—deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September 2018‑2025 based on prior 12‑month data through June 30), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary® technology with the attention of a dedicated personal financial planner.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability consac, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.
#J-18808-Ljbffr