Client Acquisition Assistant

HireBox; Largo (FL); On-site; USD 46,000 - 50,000; Full time

Benefits offered by this job

Health, dental, vision & life ins

Paid time off

Employer-sponsored retirement plan

Career growth opportunities

Performance-based bonuses

Job summary

Econologics Financial Advisors in Largo, FL is seeking a Client Acquisition Assistant to support our firm's client acquisition efforts by keeping prospective clients engaged throughout the financial planning sales process. This is an in-office, full-time position.

The ideal candidate is personable, organized, and comfortable on the phone, with responsibilities including lead follow-up, appointment scheduling, CRM management, payment collection, and onboarding support. No licenses required.

Qualifications

• Minimum 1+ year of experience in customer service or appointment setting.
• Excellent communication and professional phone skills.
• Strong organizational and multitasking abilities.
• Attention to detail and accuracy.
• Experience using CRM software and Microsoft Office.

Responsibilities

• Follow up with new and dormant leads
• Schedule and confirm appointments
• Ensure completion of pre-meeting requirements
• Obtain signed agreements and payments
• Maintain accurate CRM records and activity tracking
• Support onboarding and transition of new clients
• Travel to and assist with live event activities and lead follow up
• Interact with event attendees and collect lead information
• Schedule appointments with qualified prospects

Skills

Customer service

Appointment setting

Sales support

CRM software

Microsoft Office

Attention to detail

Phone skills

Education

High school diploma or equivalent

Tools

CRM software

Microsoft Office

Job description

Econologics Financial Advisors

Is expanding fast - Looking for a dedicated

Client Acquisition Assistant

Largo, FL (In-Office Position)

Offered salary and other compensation:

Based on your experience and performance record, we offer a yearly salary of $46,000 - $50,000. Additionally, we offer:

• Potential for additional $2,500 - $4,400 performance-based bonuses
• Health, dental, vision & life insurance
• Paid time off
• Employer-sponsored retirement plan
• Career growth and advancement opportunities

About our company:

• Econologics® Financial Advisors is a fast-growing Registered Investment Advisory firm and insurance agency based in Largo, FL.
• We specialize in helping private practice owners and associates across the U.S. take control of their finances through a proven, results-driven financial planning system.
• We are not a slow corporate office - we are a high-energy, growth-focused team committed to delivering results for our clients and building successful careers for our people.

Why you should join us:

This is not just another sales assistant job:

• Be part of a fast-growing company with real momentum
• Work in a dynamic, team-oriented environment
• Help prospective clients begin their financial planning journey
• Enjoy real career growth opportunities (we promote from within)
• Make a meaningful impact on our firm’s continued growth

Our Location:

2401 West Bay Drive, Suite 603 Largo, FL

Your mission as a Client Acquisition Assistant:

We are looking for someone who will support our firm's client acquisition efforts by keeping prospective clients engaged and moving forward throughout the financial planning sales process. This position works closely with our Financial Advisors and Marketing team to create a professional and seamless experience from initial contact through onboarding.

The ideal candidate is personable, organized, confident on the phone, and motivated by helping prospective clients take the next step toward achieving their financial goals. Responsibilities include lead follow-up, appointment scheduling, CRM management, agreement and payment collection, client onboarding support, and assisting with live events.

*No advisor or insurance licenses are required for this position.

Client Acquisition Assistant duties & responsibilities:

• Follow up with new and dormant leads
• Schedule and confirm appointments
• Ensure completion of pre-meeting requirements
• Obtain signed agreements and payments
• Maintain accurate CRM records and activity tracking
• Support onboarding and transition of new clients
• Travel to and assist with live event activities and lead follow up
• Interact with event attendees and collect lead information
• Schedule appointments with qualified prospects

Required experience and qualifications:

• Minimum 1+ year of experience in customer service, appointment setting, sales support, or a similar client-facing role
• Excellent communication and professional phone skills
• Strong organizational and multitasking abilities
• Excellent attention to detail and accuracy
• Experience using CRM software and Microsoft Office
• High school diploma or equivalent
• Clean background check required
• Professional appearance and strong written and verbal communication skills
• Valid driver's license
• Ability to work full-time in our Largo office

Preferred soft skills and personality traits:

• Positive and energetic attitude
• Strong work ethic and personal accountability
• Persistence and resilience
• Strong relationship-building skills
• Professional and mature demeanor
• Self-motivated and proactive
• Adaptable and willing to learn
• Strong follow-through and commitment to completing tasks
• Team-oriented mindset
• Genuine desire to help others succeed