New Client Acquisition Specialist

Job Summary

To support a growing financial advisory team, the full-time New Client Acquisition Specialist will identify potential clients, set appointments for financial advisors, and manage a high volume of outbound communication while working remotely from the Pacific or Mountain time zones.

Key responsibilities

• Develop and qualify leads to produce sales results and set appointments for financial advisors
• Communicate the company's value proposition and collaborate with marketing on brand messaging
• Utilize Salesforce to manage client interactions and ensure accurate data entry and reporting

Required qualifications

• Bachelor's Degree in business, finance, economics, or a 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
• Familiarity with Salesforce and proficiency in Microsoft Office Suite