Client Acquisition Specialist - Financial Services

Wealthy Group of Companies LLC; New York (NY); On-site; USD 50,000 - 60,000; Full time

Job summary

Wealthy Group of Companies LLC in Hudson Valley, NY is seeking a Client Acquisition Specialist. This in-office role requires you to conduct frequent outreach, explain surplus funds recovery services, and secure signatures from prospective clients. Travel to meetings across the tri-state area is required.

Ideal candidates excel at communication, relationship building, and persistence, with a focus on driving client enrollment and managing multiple cases with attention to detail.

Qualifications

• Experience in sales, client acquisition, business development or customer-facing roles.
• Ability to maintain high activity levels and meet targets.
• Comfort with in-office, face-to-face client meetings in the Hudson Valley.
• Willingness to travel weekly throughout the tri-state area.

Responsibilities

• Make 100+ outbound calls per day to prospective clients.
• Explain services and identify decision-makers to secure signed engagements.
• Build trust and guide clients through the enrollment process while handling family dynamics.

Skills

Outbound calling

CRM usage

Communication skills

Time management

Travel readiness

Tools

CRM systems

Job description

Wealthy Group of Companies LLC in Hudson Valley, NY is seeking a Client Acquisition Specialist. This in-office role requires you to conduct frequent outreach, explain surplus funds recovery services, and secure signatures from prospective clients. Travel to meetings across the tri-state area is required.

Ideal candidates excel at communication, relationship building, and persistence, with a focus on driving client enrollment and managing multiple cases with attention to detail.