New Client Acquisition Pro

Wealth Enhancement Group; Oregon; Híbrido; USD 81.000 - 99.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental and vision coverage

401k with match

Descripción de la vacante

Wealth Enhancement Group is hiring a New Client Acquisition Specialist to identify potential clients for our financial advisors. You will build a high-volume outreach program, screen prospects, and schedule appointments while partnering with Marketing to convey our value proposition.

We offer base salary plus a performance-based variable plan. The role is open to candidates across the continental United States, with standard hours 9 AM–5 PM in your time zone and optional overtime.

Formación

• Experience in financial services with outbound sales and a track record of meeting goals.
• Ability to work in a team and maintain a positive, solution-focused attitude.
• Familiarity with Salesforce, Workday, and advisory practices is beneficial.

Responsabilidades

• Initiate the advisor opportunity sales pipeline and qualify leads.
• Screen prospects and set appointments for financial advisors.
• Use high-velocity dials and email activity to generate opportunities.
• Record data in Salesforce and manage opportunities for advisors.

Conocimientos

Strong phone presence

Communication skills

Team player

Educación

Bachelor's Degree or equivalent experience in business/finance

Series 7 and 66 preferred

Herramientas

Salesforce

Workday

Microsoft Office

Descripción del empleo

Wealth Enhancement Group is hiring a New Client Acquisition Specialist to identify potential clients for our financial advisors. You will build a high-volume outreach program, screen prospects, and schedule appointments while partnering with Marketing to convey our value proposition.

We offer base salary plus a performance-based variable plan. The role is open to candidates across the continental United States, with standard hours 9 AM–5 PM in your time zone and optional overtime.