Client Acquisition Associate

VirtualVocations; Dayton (OH); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading company is seeking a New Client Acquisition Associate for a remote opportunity in financial services. The role involves developing leads, screening clients, and coordinating with financial advisors. Candidates should have a Bachelor's degree in a relevant field and a solid sales background, preferably with Series 7 and 66 certifications.

Qualifications

• Bachelor's Degree in business, finance, or economics required.
• Experience in Financial Services with a proven sales track record needed.
• Series 7 and 66 (or 63 & 65) preferred.

Responsibilities

• Develop and qualify leads to produce sales results.
• Screen prospective clients and set appointments for financial advisors.
• Utilize Salesforce to manage client interactions and data entry.

Skills

Sales

Lead Qualification

Communication

Education

Bachelor's Degree in business, finance, economics, or related field

Tools

Salesforce

Microsoft Office Suite

Job description

A company is looking for a New Client Acquisition Associate (Remote Opportunity). Key Responsibilities Develop and qualify leads to produce sales results Screen prospective clients and set appointments for financial advisors Utilize Salesforce to manage client interactions and data entry Required Qualifications Bachelor's Degree in business, finance, economics, or related field Experience in Financial Services with a proven sales track record Series 7 and 66 (or 63 & 65) preferred Knowledge of financial planning and advisory practices Familiarity with Salesforce and Microsoft Office Suite

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