Client Acquisition Specialist

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

📋 Description

• Initiate the Sales Pipeline for Advisor Opportunities

• Drive sales outcomes by cultivating and qualifying leads

• Evaluate potential clients and schedule appointments for financial advisors

• Generate a substantial volume of outbound calls and email communications

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

• Familiarize yourself with current marketing channels and event initiatives

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

• Utilize Salesforce high-velocity sales tools to prioritize task queues

• Meticulously record interactions with prospects in an efficient manner

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

• Implement advisor rotation software for precise prospect assignment

• Adhere to securities industry rules and regulations

• Stay informed about current market trends and educational resources

• Broaden your knowledge and experience in the financial industry

⛳️ Requirements

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

• Background in Financial Services with outbound sales experience

• Demonstrated success in achieving consistent sales results and surpassing targets

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

• Ability to work collaboratively as part of a team

• A positive, solution-oriented mindset

• Strong communication skills and phone presence

• Knowledge of financial planning and advisory practices

• Proficient in Microsoft Office Suite or similar software

• Familiarity with Salesforce and its Support Org functionality

• Experience with Workday is preferred

• Availability to work Monday through Friday, from 9 AM to 5 PM in your own 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

• Comprehensive full-time benefits

• Opportunities for training and professional growth

• Medical, dental, and vision insurance for full-time employees and their families

• Health Savings Account (HSA) with employer contributions

• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Employer-paid and optional life and AD&D insurance

• Employer-covered short-term and long-term disability, as well as workers' compensation

• 401(k) plan 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 annually, including 10 predetermined and 2 floating days

• Paid parental leave and paid caregiver leave

• Reimbursement for tuition, licensing, and other credentials after fulfilling service requirements

• Optional overtime, including Saturday shifts and late weekday shifts