Customer Success Manager

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Helping Leaders at Financial Services Instituations and Their Advisors Get Ideal Clients and Scale Their Firms To $1B+ in AUM with Our SLS Framework

About the Company

Exciting opportunities to join our remote team at Lux Sales Consulting. We're looking for A-players who are ready to take on a high-paced and intense sales environment. I'll discuss the must-haves for the role, the potential for high commissions, and the chance to work with financial advisors and insurance agents.

Responsibilities

• People skills : You’re going to be talking with people all day. Being a natural rapport builder is going to hedge your bets of success (this DOESN’T mean you have to be an extrovert).
• Integrity : Be someone who follows through with what you say. Be honest with prospects. And only enroll clients who’re a great fit.
• Leadership : You must always lead prospects to the best decision for them EVEN IF that decision is outside of their comfort zone. Take a stand for what’s BEST for people.
• Hunger / / Work ethic : This is not an easy job, but it pays well. To earn the income that’s possible for you here… you must be willing to put in hours honing in your craft and doing everything you can to 1) generate opportunities 2) close them. You must be hungry.
• Proactivity : Wherever you are in relation to your projections, you must know why. If you’re ahead, you must know what you’re doing well and what needs reinforced. If you’re behind, you must have the awareness to know WHY your behind. Proactive behavior will create awareness. And your awareness will allow you to adjust your behavior to get the results.
• Attention to detail : You will be tasked with staying up to date with your numbers and CRM activities. This is secondary to HITTING your numbers, but still important.
• High standards : You’re tasked with helping prospects live up to their highest standards. Therefore, YOU must live up to our own high standards.
• Poise : You’ll be having crucial conversations on a daily basis which - a lot of times - can be life changing conversations for the prospect. You must be calm under pressure and hold firm to help the prospect make the best decision for them.

Qualifications

Experience in client success and sales.

Seniority level

Employment type

Job function

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