Client Acquisition Specialist

🕒 il y a 1 mois

🏄 California, Colorado, +7 états de plus – Distant

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

💵 $50 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

👻 Score fantôme 4%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Wealth Enhancement Group

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1997

💸 Finance

🛡️ Assurance

💰 €736 300 Funding Round en 2022-02

Finance • Insurance

En 1997, quatre conseillers partageant un espace de bureau ont découvert qu'ils partageaient également une conviction essentielle : le secteur des services financiers avait besoin d'une nouvelle méthode, plus efficace, pour fournir des conseils aux clients—une méthode qui aiderait à alléger le stress de la vie financière de leurs clients.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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)