Remote New Client Acquisition Specialist

Wealth Enhancement Group; Northern (KY); Hybrid; USD 50,000 - 110,000; Full time

Benefits offered by this job

Health & Wellness benefits

401k with employer match

Paid time off

Paid holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group is seeking a New Client Acquisition Specialist to drive the advisor opportunity pipeline, qualify leads, and book appointments with prospective clients across the continental United States.

The role offers a base salary with performance-based incentives, with total compensation targeting $90,000–$110,000 annually, depending on results. This is a full-time remote position with benefits.

Qualifications

• Bachelor's degree in business, finance, economics, or related field.
• Experience in Financial Services with outbound sales; proven track record.
• Series 7 and 66 (or 63 & 65) preferred.
• Strong phone presence and communication skills.
• Familiarity with Salesforce and Workday; proficient with Microsoft Office.

Responsibilities

• Initiate the Advisor Opportunity Sales Pipeline and produce sales results.
• Qualify leads and screen prospective clients; set appointments for financial advisors.
• Make high volumes of outbound dials and emails to generate opportunities.
• Partner with Marketing to communicate the company value proposition and offerings.
• Use Salesforce CRM to prioritize work queues and log interactions.

Skills

Outbound sales

Phone presence

Communication

Financial planning knowledge

Education

Bachelor's degree in business/finance/economics

Tools

Salesforce

Microsoft Office

Workday

Job description

Wealth Enhancement Group is seeking a New Client Acquisition Specialist to drive the advisor opportunity pipeline, qualify leads, and book appointments with prospective clients across the continental United States.

The role offers a base salary with performance-based incentives, with total compensation targeting $90,000–$110,000 annually, depending on results. This is a full-time remote position with benefits.