Wealth Prospecting & Appointment Specialist

SageSpring Wealth Partners; Franklin (TN); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

Dental

Vision

401K

Paid Vacation

Paid Holidays

Short-Term Disability

Long-Term Disability

Job summary

SageSpring Wealth Partners is seeking a Business Development Associate to help create new business opportunities for the Financial Advisor and generate revenue for the Wealth Team. The role requires proactive outreach to prospects, referrals, and warm leads to set qualified introductory appointments for the advisor.

This in-office position emphasizes professional communication, CRM discipline, and collaboration with the advisor to tailor outreach to target prospects.

Qualifications

• Bachelor's degree required.
• 2-3 years of experience in financial services, wealth management, or banking.
• Strong communication and relationship-building skills.
• Comfortable working in a fast-paced, performance-oriented environment.
• Strong attention to detail and follow-through.
• Ability to work 100% in-office.

Responsibilities

• Outbound prospecting via phone, email, and other channels.
• Engage cold prospects, warm leads, referrals to create opportunities.
• Initiate conversations and qualify for introductory meetings.
• Schedule and coordinate prospect appointments on the advisor's calendar.
• CRM data entry: maintain accurate prospect activity and notes.
• Support with client communications and onboarding processes.

Skills

Strong communication

Relationship-building

Attention to detail

In-office work

Education

Bachelor's degree

Tools

CRM software

Job description

SageSpring Wealth Partners is seeking a Business Development Associate to help create new business opportunities for the Financial Advisor and generate revenue for the Wealth Team. The role requires proactive outreach to prospects, referrals, and warm leads to set qualified introductory appointments for the advisor.

This in-office position emphasizes professional communication, CRM discipline, and collaboration with the advisor to tailor outreach to target prospects.