Client Acquisition Associate

VirtualVocations; Riverside (CA); Remote; USD 50,000 - 75,000; Full time

Job summary

A leading company is seeking a New Client Acquisition Associate to join their remote team. This position involves developing leads, screening clients for appointments, and utilizing Salesforce for client interactions. The ideal candidate should have a Bachelor's degree in a relevant field and experience in financial services, preferably with sales certification.

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

Sales

Client Management

Financial Services Knowledge

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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