New Client Acquisition Specialist

Job Summary

To support a growing wealth management practice, the full-time New Client Acquisition Specialist will identify potential clients for financial advisors by developing leads, screening prospects, and setting appointments, all while working remotely across the continental United States.

Key responsibilities

• Produce sales results by developing and qualifying leads and setting appointments for financial advisors
• Communicate the company's value proposition and service offerings in partnership with the Marketing team
• Utilize Salesforce to manage sales activities, record interactions, and input new client opportunities 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 and exceeding goals
• Series 7 and 66 (or 63 & 65) preferred
• Strong phone presence and communication skills with knowledge of financial planning practices
• Familiarity with Salesforce and proficiency in Microsoft Office Suite