Client Acquisition Specialist: Convert Leads Into Appointments

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

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.