Client Acquisition Associate

Job is Expired

Location: Remote

Compensation: Salary

Reviewed: Wed, Jun 18, 2025

Job Category: Customer Service

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Entry Level, Experienced

Education Level: Bachelors

Job Summary

A company is looking for a New Client Acquisition Associate (Remote Opportunity).

Key Responsibilities

Develop and qualify leads to produce sales results
Screen prospective clients and set appointments for financial advisors
Utilize Salesforce to manage client interactions and data entry

Required Qualifications

Bachelor's Degree in business, finance, economics, or related field
Experience in Financial Services with a proven sales track record
Series 7 and 66 (or 63 & 65) preferred
Knowledge of financial planning and advisory practices
Familiarity with Salesforce and Microsoft Office Suite

COMPLETE JOB DESCRIPTION

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Job is Expired

Company Overview

Company Company Name

Headquarters Headquarters

Founded Founded

Website

BBB URL BBB URL

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