Client Acquisition Specialist

🕒 July 10

🏄 California, Colorado, +7 more states – Remote

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

💵 $50k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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)