Client Engagement & Growth Specialist

Drake & Associates; Waukesha (WI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Base salary plus commission

Growth opportunities

Job summary

Drake & Associates, a Wisconsin-based independent financial planning firm, seeks a Business Development Specialist who engages warm leads from multiple marketing funnels and converts interest into meetings. You will communicate clearly by phone, email and text, maintaining a positive, persistent attitude without pressuring the prospect.

You will manage calendars, coordinate first appointments, and align outreach with marketing campaigns across workshops, webinars and digital content.

Qualifications

• Bachelor’s degree preferred; ability to engage warm leads without cold calling.
• High-volume outbound calling experience to warm leads with daily activity targets.
• 2+ years’ experience in a Financial Advisory firm or sales role scheduling appointments.

Responsibilities

• Implement contact strategies to keep leads engaged across multiple funnels using phone and email.
• Leverage content and media to continue conversations and convey long-term value.
• Follow up with prospective clients including evenings and weekends when necessary.
• Assist in managing Advisor calendars by scheduling first appointments.
• Coordinate events/content releases to convert leads into appointments.

Skills

Outbound calling

Appointment setting

Communication

Google Suite

Salesforce

Financial advisory experience

Lead nurturing

Education

Bachelor’s degree preferred

Tools

Salesforce

Job description

Drake & Associates, a Wisconsin-based independent financial planning firm, seeks a Business Development Specialist who engages warm leads from multiple marketing funnels and converts interest into meetings. You will communicate clearly by phone, email and text, maintaining a positive, persistent attitude without pressuring the prospect.

You will manage calendars, coordinate first appointments, and align outreach with marketing campaigns across workshops, webinars and digital content.