About Quest Trust Company

As the nation’s leading provider of Self-Directed IRAs, Quest Trust Company is reshaping the way we prepare for retirement and build wealth for future generations. Clients can invest their retirement accounts into alternative investments, including real estate, promissory notes, private companies and much more. Quest Trust Company is looking for ambitious, dedicated and hardworking business professionals to join the team. Think you have what it takes? Apply now!

Perks & Benefits:

Our mission is to deliver unparalleled work experience with a culture that values excellence, ambition, teamwork, and a positive atmosphere. We provide you with lots of education and training, and consistent mentorship. We believe in cultivating a philosophy that fosters innovation, integrity, hospitality, and growth. By maintaining that ambitious sense of purpose, it allows us to engage competitively in any market.

• $500.00 sign-on bonus after successfully passing New Hire Review
• Flexibility to Work From Home as needed or as approved by a manager
• Opportunity for internal promotions and career development
• Excellent growth and advancement opportunities
• Health Insurance (available after 60 days of full-time employment)
• Parental Leave (available after one year of service)
• 7 Paid Holidays
• 48 hours of personal time each year
• 401(k) plan enrollment after one year of service
• 10 paid vacation days after one year of service
• 15 paid vacation days after five years of service
• Free snacks and drinks for staff
• Quarterly team building activities and much more

Roles & Responsibilities include (but not limited to):

As an IRA Specialist, the ideal candidate will work to establish new client accounts and provide 1-on-1 consultations. The IRA Specialist will be required to travel to all local and non-local events hosted by Quest Trust when needed, speak at the events they attend, and be able to host internal trainings for staff members when needed. Speaking at these events and trainings will demonstrate the knowledge of the IRA Specialist, but also help represent Quest as a company. In addition, the IRA Specialist will act as a liaison between the Sales department and other departments as needed, ensure they are providing accurate information to clients/customers, and maintain new and existing client accounts. This position also collaborates with the Marketing department.

• Establish professional relationships with clients and maintain client relationships
• Conduct phone, Zoom, and in-person consultations with new and existing clients to explain the benefits of self-direction
• Explore client’s personal situation, and ultimately open accounts and facilitate the movement of existing accounts to QTC
• Maintain broad understanding of retirement accounts
• Maintain understanding of investing in private assets, including staying up to date on new and proposed legislation, changes in rules and more
• Date entry of leads in company databases and internal spreadsheets including Salesforce, Monday.com, and maintain documentation of client conversations
• Attend educational workshops, conferences, various other promotional events and departmental meetings and trainings both local and non-local
• Complete special assignments or projects as assigned by manager
• Communicate clear goals and establish timelines with upper management
• Be a liaison between the client ant other departments
• Performs other job-related duties as required

Education & Experience

• A Bachelor’s Degree is required

• A minimum of 1-3 years of directly job-related experience recommended

Skills & Qualifications

• Time management skills with the ability to organize and prioritize
• Must be able to work well in a team environment
• Team building experience
• Previous Sales experience
• Previous IRA experience
• Excellent verbal and written communication skills
• Ability and willingness to travel to local and non-local events
• Ability to work nights and weekends
• IRA knowledge
  
• Background in finance preferred
• CISP certification preferred
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel)
• Type minimum 55-60 WPM
  • Typing Test