Client Acquisition Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Initiate the Advisor Opportunity Sales Pipeline

• Generate sales outcomes by developing and qualifying leads

• Screen potential clients and arrange appointments for financial advisors

• Execute a substantial volume of outbound calls and email communications

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

• Comprehend current marketing channels and event campaigns

• Articulate the company’s service offerings, purpose, mission, and values

• Utilize Salesforce high velocity sales applications to prioritize work queues

• Record interactions with prospects accurately and efficiently

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

• Employ advisor rotation software to guarantee accurate prospect assignments

• Adhere to securities industry rules and regulations

• Stay informed about current market trends and educational opportunities

• Enhance financial industry knowledge and experience

• Leverage approved AI and digital tools to simplify tasks, improve service quality, and increase efficiency

• Validate the outputs of AI and digital tools for accuracy, privacy, and business alignment

• Identify and escalate any inaccuracies, knowledge gaps, or issues with digital tools

⛳️ Requirements

• Bachelor’s Degree (or equivalent experience demonstrated through work experience, training, military experience, education) in business, finance, economics, or a related field

• Experience in Financial Services with outbound sales experience

• Proven history of achieving consistent sales results and surpassing goals

• Series 7 and 66, or 63 and 65 preferred

• Ability to function effectively as a team member

• Positive, solution-oriented attitude

• Strong phone presence and communication skills

• Knowledge of financial planning and advisory practices

• Proficient in Microsoft Office Suite or related software

• Familiarity with Salesforce and Support Org functionality

• Experience with Workday is preferred

• Skilled in using AI and digital tools, creating and maintaining knowledge content, and driving improvements based on data and feedback

• Availability to work Monday-Friday, 9AM to 5PM in their respective time zone

• Capability to stand or sit for extended periods, file documents in high or low cabinets, use the telephone, and operate 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 matching contributions and profit sharing

• Wellness programs and resources

• Optional 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 employment

• Tuition, licensing, and other credential reimbursement after meeting service requirements

• Optional overtime for interested candidates

• Variable compensation plan based on individual and team performance