Client Acquisition Specialist

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $50k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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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 • Partner with Marketing to communicate company brand and messaging • Understand current marketing channels and event campaigns • Communicate the company’s service offering, purpose, mission, and values • Use Salesforce high velocity sales applications to prioritize work queues • Accurately and efficiently record interactions with prospects • Input new client Opportunities for advisors, ensuring proper data and reporting • Use advisor rotation software to ensure accurate prospect assignment • Comply with securities industry rules and regulations • Maintain awareness of current market trends and education • Expand financial industry knowledge and experience • Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency • Validate AI and digital tool outputs for accuracy, privacy, and business alignment • Identify and escalate inaccurate information, knowledge gaps, or digital-tool issues

🎯 Requirements

• Bachelor's Degree (or equivalent experience demonstrated through work experience, training, military experience, education) in business, finance, economics or related field • 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 and 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 • Proficient at using AI and digital tools, creating and maintaining knowledge content, and driving improvements based on data and feedback • Ability to work Monday-Friday, 9AM to 5PM in own time zone • Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ Benefits

• Full-time benefits • Training and professional development • Medical, dental and vision coverage for full-time employees and their families • Health Savings Account (HSA) with employer contribution • Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Employer-paid and voluntary life and AD&D insurance • Employer-paid short-term and long-term disability and workers compensation • 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, including 10 pre-determined and 2 floating days • Paid parental leave • Paid caregiver leave after 6 months of tenure • Tuition, licensing, and other credentials reimbursement after meeting service requirements • Optional overtime for interested candidates • Variable compensation plan based on individual and team performance