Client Acquisition Specialist

This is a fully remote position, open to applicants in Arizona, +9 more states.

📋 Description

• Initiate the Advisor Opportunity Sales Pipeline

• Generate sales outcomes by developing and qualifying leads

• Evaluate prospective clients and schedule appointments for financial advisors

• Conduct a significant volume of outbound calls and email correspondence

• Articulate the company's value proposition

• Collaborate with Marketing to convey the company's brand and messaging

• Understand current marketing channels and event initiatives

• Enthusiastically promote the company’s service offerings (planning, investment, tax, trust services, etc.) along with its purpose, mission, and values

• Utilize Salesforce for customer relationship management

• Employ Salesforce high-velocity sales applications to prioritize work tasks

• Accurately and efficiently document interactions with prospects

• Enter new client opportunities for advisors, ensuring correct data and reporting

• Use advisor rotation software to guarantee precise prospect assignment

• Develop and sustain knowledge of the financial industry

• Adhere to securities industry rules and regulations

• Stay informed about current market trends and educational opportunities

• Enhance financial industry knowledge and experience

⛳️ Requirements

• Bachelor’s Degree (or equivalent experience) in business; finance, economics, or a related field

• Background in Financial Services with outbound sales experience; proven history of achieving consistent sales results and surpassing goals

• Series 7 and 66 (or 63 & 65) preferred

• Ability to function effectively as a team member; maintains a positive, solution-oriented approach

• Strong phone presence and communication abilities

• Knowledge of financial planning and advisory practices

• Proficient in Microsoft Office Suite or similar software

• Familiarity with Salesforce and Support Org functionalities

• Experience with Workday is preferred

🏝️ Benefits

• Training and professional development

• Medical, dental, and vision insurance (available to full-time employees and their families)

• Health Savings Account (HSA) with employer contributions 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 matching contributions 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)