Client Acquisition Associate

VirtualVocations; Norfolk (VA); Remote; USD 45,000 - 65,000; Full time

Job summary

A leading company is seeking a New Client Acquisition Associate for a remote opportunity. This role involves developing leads, screening clients for financial advisors, and requires a Bachelor's degree alongside relevant experience in financial services. Candidates familiar with Salesforce and financial planning practices are encouraged to apply.

Qualifications

• 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.

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

Lead Qualification

Sales

Client Interaction

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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