Client Acquisition Specialist

Magellan Financial & Insurance Services, Inc.; Phoenix (AZ); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Performance bonuses

Consistent inbound lead flow

Opportunity for growth

Modern office environment

Job summary

A financial services firm in Phoenix is seeking a motivated Sales Specialist to convert inbound leads into scheduled appointments. The role offers a base salary of $70,000 - $80,000 with uncapped bonuses, and involves making 50+ outbound calls daily. Candidates should have 2–5 years of experience in sales with a strong phone presence. CRM proficiency is essential. This position allows for growth as the company scales and provides a modern office environment.

Qualifications

• 2–5 years of sales/business development experience with measurable results.
• Comfortable with making 50+ outbound calls per day.
• Strong listening skills and ability to handle objections.

Responsibilities

• Contact all new marketing leads within 24–48 hours.
• Qualify prospects based on assets, needs, and fit.
• Track and report performance metrics including calls and appointments.

Skills

Sales experience

Objection handling

Phone presence

CRM familiarity

Tools

Wealthbox

Salesforce

HubSpot

Job description

If you’re the kind of person who likes the phone, likes the chase, and likes winning—this is built for you. Bright Wealth Management has grown to $150M+ in AUM in three years and is pushing toward $250M+ in 2026. Our marketing engine (radio, TV, seminars, digital) creates opportunity. Your job is to convert it into qualified, scheduled appointments.

The Opportunity

This is not a passive scheduling role. You’re the bridge between marketing and new clients—owning follow-up, qualification, objection handling, and pipeline discipline so advisors sit with the right people, every week.

Compensation & What You Get

• $70,000 - $80,000 Base Salary + performance bonuses (uncapped earning potential)
• Consistent inbound lead flow from weekly marketing campaigns
• Opportunity to grow into larger roles as the firm scales
• Brand-new, modern office environment in Phoenix/Scottsdale

What You’ll Do

• Contact all new marketing leads within 24–48 hours and run daily outbound follow-up
• Qualify prospects by assets, needs, and fit with Bright’s planning process
• Overcome objections and create urgency to schedule discovery meetings
• Confirm appointments, reduce no-shows, and rapidly reschedule missed meetings
• Collect key documents (statements, account info) so advisors walk into prepared conversations
• Keep CRM spotless: notes, stages, tasks, and follow-up plans
• Track and report performance metrics (calls, appointments, show rate, conversion)

Required Qualifications

• 2–5 years of sales / business development experience with measurable results
• Comfortable with 50+ outbound calls/day
• Strong phone presence, listening skills, and objection handling
• CRM experience (Wealthbox, Salesforce, HubSpot, or similar)
• High follow-through and attention to detail

Preferred

• Financial services / insurance / wealth management exposure
• High-ticket or consultative sales background
• Experience working a long-tail follow-up pipeline

If you can bring energy, consistency, and pipeline discipline, we would love to have a conversation with you!