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 utilize Salesforce to manage leads while working remotely across the continental United States.
Key responsibilities
- Develop and qualify leads to initiate the Advisor Opportunity Sales Pipeline
- Communicate the company's value proposition and service offerings to prospective clients
- Utilize Salesforce for data entry and management of client interactions and opportunities
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
- Familiarity with Salesforce and proficiency in Microsoft Office Suite
- Strong phone presence and knowledge of financial planning practices
Complete Job Description
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