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Lead Ambassador

Newport Beach, CA 92660

Posted: 07/16/2019 Employment Type: DirectHire Specialties: Finance/Financial Service Job Number: 99514 Pay Rate: $45760.00/year

CornerStone Staffing has partnered with a customer that is a Wealth Management firm that is experiencing RAPID GROWTH and looking for top talent to join their team! Featured in The New York Times, The Wall Street Journal, CNBC and Forbes.

Job Title: Lead Ambassador

Location: Irving, Texas

Pay: $50,000-$60,000 annually

Schedule: Monday Friday from 8am-5pm (flexible schedule)

Direct Hire role


Under the general supervision of the AVP, Business Development, the Lead Ambassador serves as a liaison between prospects and financial advisors across the country, educating prospects on the company financial life management tools.

Job Duties:

  • Communicate with prospective clients to gather relevant information via phone and email.

  • Facilitates communication between prospective clients, financial advisors, and operations staff.

  • Leverages the company's customer relationship management (CRM) tool to log and record prospecting activity in Salesforce.

  • Consistently meets or exceeds individual productivity targets.

  • Recommends and develops ways to effectively and efficiently improve current processes.

  • Learns and demonstrates mastery of:

    • What makes a prospective client a fit for our services

    • Our marketing procedures

    • Best practices for successfully calling on prospective clients

    • Performs other duties and assignments as needed


Education and Experience:

  • High school diploma or equivalent required

  • Bachelor s degree strongly preferred (majors to include: finance, business, economics, or a related field)

  • A minimum of one year of sales and relationship management experience

  • Previous experience in the financial services industry preferred

  • Previous experience with CRM platforms preferred

  • Previous experience in high-volume sales or appointment setting preferred

Required Skills & Competencies:

  • Microsoft Office (Excel and Word) at an intermediate level; Google Apps is highly desired.

  • Prior experience with customer relationship management (CRM) software preferred, Salesforce a plus

  • Able to work in fast-paced, self-directed entrepreneurial environment

  • Professional and articulate oral and written communication, including phone & email etiquette

  • Strong ability to cooperate and work collaboratively towards solutions.

  • Deals constructively with setbacks and maintains a positive outlook in difficult situations; comfortable receiving feedback and coaching

  • Ability to follow a defined process to ensure that all activity and communication is documented and updated

  • Excellent time management and organizational skills, able to work independently as a member of the team

  • Ability to understand business goals and recommend new approaches, policies and procedures to effect continual improvements in business objectives, productivity and development of Growth Programs within the company.

  • Strong internal and external customer service focus.

  • The ability to manage multiple priorities simultaneously.

  • Excellent organizational and interpersonal skills.

  • Reliable and proven track record of personal integrity, honesty and ability to deal with confidential information Comfortable working at all levels of the organization.

  • Ability to demonstrate a high level of decision making, initiative, and independent judgment.

Benefits when hired on:

  • Great environment!

  • Weekly employee breakfasts

  • Monthly employee lunches

  • Annual companywide summer outings

  • Birthday recognition and gift

  • Generous paid time off

  • Annual volunteer day and floating holiday

  • Company-sponsored reimbursement for ongoing education and professional development

  • HRA, HSA and FSA offerings

  • Schwab 401(k)

Application Process Includes:

  • Drug testing

  • Background check

  • Credit Check

To Apply for this Job:

Click the Apply Online button at the top of this page, then:

  • If you are currently registered with CornerStone Staffing, click the I have a username and password and want to log in button to add yourself as a candidate to this job.

  • If your are NOT currently registered with CornerStone Staffing, click the I need to register button to complete the application.

After completing the Online Application, come to the Las Colinas office to interview with a recruiter Monday - Friday 9am-10:30am

CornerStone Staffing Las Colinas

5525 North MacArthur Blvd

Irving, TX 75038

Apply Online

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