Wealth Advisory: Client Acquisition (Uncapped Pay)

The Well; Houston (TX); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Relocation covered

Medical insurance

Dental insurance

401(k) with match

PTO

Job summary

The Well in Houston, TX is seeking a Client Acquisition Advisor to engage with pre-qualified prospects and close with confidence. You will not cold-call or hunt for leads; you will consult, present, and close, supported by an appointment setter and a robust training program.

Relocation is covered for the right candidate, with comprehensive benefits and an uncapped commission structure. Expect mentorship from senior leadership and ongoing coaching.

Qualifications

• Natural closer with strong consultative skills.
• Enjoy presenting at events and seminars.
• Coachable, open to feedback and growth.
• Energetic team player with positive attitude.
• Licensed with Life and Health coverage.

Responsibilities

• Consult with clients and close wealth-management opportunities.
• Present at seminars and educational events to prospects.
• Leverage provided leads and collaborate with the team.

Skills

Closing sales

Consultative selling

Public speaking

Coachable

Team player

Education

Series 65/66/7 license with Life & Health

Job description

The Well in Houston, TX is seeking a Client Acquisition Advisor to engage with pre-qualified prospects and close with confidence. You will not cold-call or hunt for leads; you will consult, present, and close, supported by an appointment setter and a robust training program.

Relocation is covered for the right candidate, with comprehensive benefits and an uncapped commission structure. Expect mentorship from senior leadership and ongoing coaching.