Client Acquisition Specialist

🕒 Julho 10

🏄 California, Colorado, +7 estados a mais – Remoto

🏄 California – Remote ⛰️ Colorado – Remote 🥔 Idaho – Remote 🦬 Montana – Remote 🎰 Nevada – Remote 🌲 Oregon – Remote ⛷️ Utah – Remote ☕ Washington – Remote 🦬 Wyoming – Remote

💵 $50.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

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Wealth Enhancement Group

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1997

💸 Finanças

🛡️ Seguros

💰 $736.300 Funding Round em 2022-02

Finance • Insurance

Em 1997, quatro consultores que compartilhavam um espaço de escritório descobriram que também compartilhavam uma crença essencial: A indústria de serviços financeiros precisava de um novo e melhor método para fornecer conselhos aos clientes — um que ajudaria a aliviar o estresse das vidas financeiras de seus clientes. Eles construíram uma empresa que ofereceria orientação financeira verdadeiramente abrangente, tudo sob o mesmo teto, para que os clientes não tivessem que lidar com o incômodo de gerenciar múltiplos relacionamentos financeiros, tomar decisões complexas ou coordenar contas distintas. Essa ideia evoluiu para o que chamamos de Roundtable™, nossa equipe de especialistas e consultores em seis áreas essenciais de gestão de patrimônio. Acreditamos que essa equipe, juntamente com nosso processo UniFi™ de 3 etapas, ajuda a garantir que sua vida financeira esteja organizada, completa e simplificada, permitindo que você tome decisões com mais confiança e se sinta menos estressado ao gerenciar seu patrimônio. Valores mobiliários oferecidos através da LPL Financial, membro da SIPC (www.SIPC.org). Serviços de consultoria oferecidos através da Wealth Enhancement Advisory Services, um consultor de investimentos registrado. Wealth Enhancement Group e Wealth Enhancement Advisory Services são entidades separadas da LPL Financial.

Descrição

• Initiate the Advisor Opportunity Sales Pipeline • Produce sales results by developing and qualifying leads • Screen prospective clients and set appointments for financial advisors • Create a high volume of outbound dials and email activity • Communicate Company Value Proposition • Partner with Marketing to communicate company brand and messaging • Understands current marketing channels and event campaigns • Enthusiastically communicates the company’s service offering (planning, investment, tax, trust services, etc.) and purpose, mission, and values • Utilize Salesforce Customer Relationship Management System • Use Salesforce high velocity sales applications to prioritize work queues • Accurately and efficiently record data entry of interactions with prospects • Input new client Opportunities for advisors, ensuring proper data and reporting • Utilize advisor rotation software to ensure accurate prospect assignment • Build and Maintain Financial Industry Knowledge • Comply with the securities industry rules and regulations • Maintain awareness of current market trends and education • Expand financial industry knowledge and experience

🎯 Requisitos

• Bachelor's Degree (or equivalent experience) in business; finance, economics or related • Experience in Financial Services with outbound sales experience; proven track record of producing consistent sales results and exceeding goals • Series 7 and 66 (or 63 & 65) preferred • Ability to work as a team member; positive solution-focused attitude • Strong phone presence and communication skills • Knowledge of financial planning and advisory practices • Proficient with Microsoft Office Suite or related software. • Familiarity with Salesforce and Support Org functionality • Experience with Workday preferred

🏖️ Benefícios

• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)