Remote New Client Acquisition Specialist - Financial Services

Wealth Enhancement; United States; Remote; USD 50,000 - 110,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

HSA with employer contribution

Life and AD&D insurance

Short/long-term disability

401k with match

Paid time off 18 days

Paid holidays

Paid parental leave

Tuition and licensing reimbursement

Job summary

Wealth Enhancement is a nationwide wealth management firm seeking a New Client Acquisition Specialist. The role focuses on identifying potential clients for financial advisors and building relationships that lead to appointments.

The ideal candidate thrives in sales, is energetic, and comfortable working across the continental United States. Working hours are Mon-Fri 9AM-5PM in the candidate's time zone, with optional overtime.

Qualifications

• Bachelor's degree in business, finance, economics or related field.
• Outbound sales experience in financial services with a proven track record.
• Series 7 and 66 (or 63 & 65) preferred.
• Team-oriented with a positive, solution-focused attitude.
• Strong phone presence and communication skills.
• Familiarity with Salesforce and Workday.
• Proficient with Microsoft Office.

Responsibilities

• Initiate and qualify opportunities in the advisor sales pipeline.
• Develop a high volume of outbound dials and emails to generate leads.
• Screen prospects and set appointments for financial advisors.
• Input opportunities and maintain accurate data in Salesforce.
• Collaborate with Marketing to communicate company value proposition.
• Keep up-to-date with financial industry trends and planning services.
• Utilize rotation software to assign prospects to advisors.

Skills

Outbound sales

Strong communication

Team player

Phone presence

Relationship building

Sales productivity

Microsoft Office

Education

Bachelor's degree in business/finance/economics or related

Series 7 and 66 preferred

Tools

Salesforce

Workday

Microsoft Office Suite

Job description

Wealth Enhancement is a nationwide wealth management firm seeking a New Client Acquisition Specialist. The role focuses on identifying potential clients for financial advisors and building relationships that lead to appointments.

The ideal candidate thrives in sales, is energetic, and comfortable working across the continental United States. Working hours are Mon-Fri 9AM-5PM in the candidate's time zone, with optional overtime.