New Client Acquisition Specialist

Wealth Enhancement Group; États-Unis; À distance; USD 50 000 - 97 000; Plein temps

Avantages offerts par ce poste

Health insurance

401k with match

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Résumé du poste

Wealth Enhancement Group is seeking a New Client Acquisition Specialist to drive growth by identifying and qualifying potential clients for our financial advisors. The role offers a base salary plus variable pay, with total earnings potentially reaching six figures depending on performance.

Candidates across the continental United States are welcome. Typical hours are Monday–Friday, with opportunities for overtime.

Qualifications

• Bachelor's degree in business/finance or related field.
• Proven outbound sales experience with top performance.
• Series 7 and 66 (or 63 & 65) preferred.

Responsabilités

• Initiate the Advisor Opportunity Sales Pipeline.
• Produce sales results by developing and qualifying leads.
• Screen prospective clients and set appointments for financial advisors.
• Create a high volume of outbound dials and email activity.
• Communicate Company Value Proposition.
• Partner with Marketing to communicate company brand and messaging.

Connaissances

Outbound sales

Phone presence

Salesforce

Workday

AI tools

Microsoft Office

Financial planning knowledge

Formation

Bachelor's Degree in business/finance

Outils

Workday

Salesforce

Office 365

Description du poste

About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.We have an exciting opportunity for a New Client Acquisition Specialist that will play a key role in identifying potential clients for our financial advisors. This ideal candidate is an energetic and driven relationship builder with a passion for sales. This position offers a base salary plus variable compensation based on an appointment set. We're open to candidates across the continental United States.The working hours for this role are Monday-Friday, 9AM to 5PM (in your own time zone) and the candidate can be located anywhere in the continental United States. We offer optional overtime for candidates interested in extra hours. The overtime options include Saturday shifts from 9AM-12PM or 12PM-3PM, and/or weekday late shifts from 5PM-8PM.In the spirit of pay transparency, we are excited to share this role includes a base salary of $50,000.00, plus a variable compensation plan. The variable compensation is performance-based, with the potential to bring total annual take-home-pay into the $90,000.00 to $110,000.00 range, depending on individual and team performance metrics. This role is additionally eligible for full-time benefits.Primary Job FunctionsInitiate the Advisor Opportunity Sales PipelineProduce sales results by developing and qualifying leadsScreen prospective clients and set appointments for financial advisorsCreate a high volume of outbound dials and email activityCommunicate Company Value PropositionPartner with Marketing to communicate company brand and messagingUnderstands current marketing channels and event campaignsEnthusiastically communicates the company’s service offering (planning, investment, tax, trust services, etc.) and purpose, mission, and valuesUtilize Salesforce Customer Relationship Management SystemUse Salesforce high velocity sales applications to prioritize work queuesAccurately and efficiently record data entry of interactions with prospectsInput new client Opportunities for advisors, ensuring proper data and reportingUtilize advisor rotation software to ensure accurate prospect assignmentBuild and Maintain Financial Industry KnowledgeComply with the securities industry rules and regulationsMaintain awareness of current market trends and educationExpand financial industry knowledge and experienceImprove Service Quality by Using AI and Digital ToolsUse approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignmentIdentify and escalate inaccurate information and knowledge gaps, or issues related to digital toolsEducation/QualificationsBachelor's Degree (or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education) in business; finance, economics or relatedExperience in Financial Services with outbound sales experience; proven track record of producing consistent sales results and exceeding goalsSeries 7 and 66 (or 63 & 65) preferredAbility to work as a team member; positive solution-focused attitudeStrong phone presence and communication skillsKnowledge of financial planning and advisory practicesProficient with Microsoft Office Suite or related software.Familiarity with Salesforce and Support Org functionalityExperience with Workday preferredProficient at using AI and digital tools, creating and maintaining knowledge content, and driving improvements based on data and feedbackWEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified in this position is $67,300.00 to $97,600.00. However, for this specific opening, the expected base salary is $50,000.00, which is aligned with our current compensation strategy for new hires in this role. In addition to the base salary, this position includes a variable compensation component based on individual and team performance. This performance-based incentive structure is designed to bring total annual compensation into the $90,000.00–$110,000.00 range, depending on results.#LI-REMOTE#LI-AP1Comprehensive Benefits OfferingsOur benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:Training and professional developmentMedical, dental and vision coverage (Available to full-time employees and their families)Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)12 paid holidays each year (10 pre-determined and 2 floating days)Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700Information provided on this application will be kept confidential and only be shared with those involved in the selection process.Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.Click the following link to view Federal and E-Verify posters: LinkOSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.