Wealth Acquisition Specialist

Creative Planning; Overland Park (KS); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Overland Park, Kansas is hiring an Account Executive to drive client acquisition by qualifying leads and setting appointments for Wealth Managers. Ideal candidates should possess strong sales acumen and communication skills, with a keen interest in finance. This full-time role offers growth opportunities, making it suitable for recent graduates or experienced sales professionals. Responsibilities include managing outbound calls, conducting initial screenings, and achieving monthly targets.

Qualifications

• Strong interest in finance, sales, or the wealth management industry.
• Excellent verbal communication skills with a confident phone presence.
• Self‑motivated with a drive to meet and exceed performance targets.

Responsibilities

• Manage a high volume of outbound calls to qualify leads and set appointments.
• Accurately record all prospect interactions in our CRM system.
• Achieve and exceed monthly targets for leads qualified.

Skills

Strong sales acumen

Excellent communication skills

Interest in finance

Resilient attitude

Self-motivated

Tools

Microsoft Office Suite

CRM software

Job description

A leading financial services firm in Overland Park, Kansas is hiring an Account Executive to drive client acquisition by qualifying leads and setting appointments for Wealth Managers. Ideal candidates should possess strong sales acumen and communication skills, with a keen interest in finance. This full-time role offers growth opportunities, making it suitable for recent graduates or experienced sales professionals. Responsibilities include managing outbound calls, conducting initial screenings, and achieving monthly targets.