Client Acquisition Specialist

🕒 May 28

🌵 Arizona, California, +8 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🥔 Idaho – Remote 🦬 Montana – Remote 🎰 Nevada – Remote 🌶️ New Mexico – Remote 🌲 Oregon – Remote ⛷️ Utah – Remote ☕ Washington – Remote

💵 $50k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

📋 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 • 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)