New Client Acquisition Specialist

Job Summary

A company is looking for a New Client Acquisition Specialist to identify potential clients for financial advisors.

Key Responsibilities

• Develop and qualify leads to initiate the Advisor Opportunity Sales Pipeline
• Screen prospective clients and set appointments for financial advisors
• Utilize Salesforce to manage client interactions and record data accurately

Required Qualifications

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