Client Acquisition Specialist — Fast-Growth, In-Office

HireBox; Largo (FL); On-site; USD 46,000 - 50,000; Full time

Benefits offered by this job

Health, dental, vision & life ins

Paid time off

Employer-sponsored retirement plan

Career growth opportunities

Performance-based bonuses

Job summary

Econologics Financial Advisors in Largo, FL is seeking a Client Acquisition Assistant to support our firm's client acquisition efforts by keeping prospective clients engaged throughout the financial planning sales process. This is an in-office, full-time position.

The ideal candidate is personable, organized, and comfortable on the phone, with responsibilities including lead follow-up, appointment scheduling, CRM management, payment collection, and onboarding support. No licenses required.

Qualifications

• Minimum 1+ year of experience in customer service or appointment setting.
• Excellent communication and professional phone skills.
• Strong organizational and multitasking abilities.
• Attention to detail and accuracy.
• Experience using CRM software and Microsoft Office.

Responsibilities

• Follow up with new and dormant leads
• Schedule and confirm appointments
• Ensure completion of pre-meeting requirements
• Obtain signed agreements and payments
• Maintain accurate CRM records and activity tracking
• Support onboarding and transition of new clients
• Travel to and assist with live event activities and lead follow up
• Interact with event attendees and collect lead information
• Schedule appointments with qualified prospects

Skills

Customer service

Appointment setting

Sales support

CRM software

Microsoft Office

Attention to detail

Phone skills

Education

High school diploma or equivalent

Tools

CRM software

Microsoft Office

Job description

Econologics Financial Advisors in Largo, FL is seeking a Client Acquisition Assistant to support our firm's client acquisition efforts by keeping prospective clients engaged throughout the financial planning sales process. This is an in-office, full-time position.

The ideal candidate is personable, organized, and comfortable on the phone, with responsibilities including lead follow-up, appointment scheduling, CRM management, payment collection, and onboarding support. No licenses required.