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Inside Sales Financial Sales Sales Associate/Assistant Sales Development Rep/SDR

Wealth Planning Inside Sales Specialist

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-01-24
Job specializations:
  • Sales
    Inside Sales, Financial Sales, Sales Associate/Assistant, Sales Development Rep/SDR
Job Description & How to Apply Below
A financial services firm in Phoenix, AZ is seeking an Inside Sales Associate to engage prospective clients and promote their wealth planning services. The ideal candidate will possess strong interpersonal and communication skills, be goal-oriented, and have sales or customer service experience. This role is pivotal in converting leads generated through marketing efforts, focusing on helping clients achieve financial success in a collaborative and values-driven environment.
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