Future Client Specialist (Fully Remote)

Allworth Financial; United States; Remote; USD 45,000 - 75,000; Full time

Job summary

Allworth Financial seeks a proactive sales-oriented professional to serve as the primary contact for prospective clients, establishing trust through consultative conversations and clearly communicating the company’s value proposition.

The role focuses on driving organic growth through high-volume outreach, handling objections, and advancing qualified opportunities to the external sales team while maintaining accurate CRM data and collaborating with sales leadership to optimize processes and

Responsibilities

• Serve as the primary point of contact for prospective clients, establishing trust through consultative conversations and communicating Allworth's value proposition.
• Drive organic growth by executing high-volume outreach, managing objections, and advancing qualified opportunities to the external sales team.
• Maintain accurate CRM data and collaborate with sales leadership to improve processes and achieve team goals.

Job description

• Serve as the primary point of contact for prospective clients, establishing trust through consultative conversations and communicating Allworth's value proposition.
• Drive organic growth by executing high-volume outreach, managing objections, and advancing qualified opportunities to the external sales team.
• Maintain accurate CRM data and collaborate with sales leadership to improve processes and achieve team goals.