Client Relations Associate
Sacramento, California - Full Time

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The HireMojo Team


We seek a dynamic individual to join our marketing team. Requirements include a strong telephone presence, excellent communication skills, proficiency with MS Office, and a desire to learn. Industry experience is preferred but not required.

DUTIES AND RESPONSIBILITIES:

  • Make outbound follow up calls to existing contacts generated from field events.
  • Places outbound calls to schedule qualified appointments for the advisor team
  • Boost event attendance through outbound calls.
  • Maintains established relationships with future clients through outbound calls.
  • Screens and qualifies inbound telephone calls from first-time callers and future clients.
  • Documents all activity in the Company’s CRM system
  • Supports the development and execution of marketing plans & events
  • Performs general administrative tasks including
    • Email confirmations to support event attendance and advisor appointments
    • Confirmation calls to support event attendance and advisor appointments

QUALIFICATIONS:

  • Excellent verbal and written communication skills
  • Acute attention to detail
  • Versatility, flexibility, and an ability to work creatively within constantly changing priorities with enthusiasm
  • Proficiency with Microsoft Office Suite
  • Strong organizational, problem-solving, and analytical skills
  • Ability to manage priorities and workflow
  • Proven ability to handle multiple projects and meet deadlines
  • Strong interpersonal skills
  • High degree of professionalism
  • Commitment to excellence and high standards
  • Ability to work as a member of a team
  • HS diploma required; BS/BA degree preferred

Hanson McClain Advisors is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Hanson McClain delivers long and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Scott Hanson, and the firm’s co-founder Pat McClain, originally came from a large impersonal firm, with sales quotas, no real client support, and commission-based investment products. Out of a desire to provide client-centric advice and services, rather than just sell products, they decided to make a change. They formed Hanson McClain Advisors, a Registered Investment Advisor (RIA) firm, dedicated to providing financial education and services.

In addition to founding Hanson McClain Advisors, which has grown to over four thousand clients and more than $3 billion under management and administration, Hanson and McClain have been educating listeners on their radio show, “Money Matters,” for more than two decades. The radio program, a financial topic call-in show, is now broadcast to nearly thirty-seven million people.