Wealth Services: Client Relations & Growth Specialist

Dickerson Group; Wethersfield (CT); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid PTO

Job summary

Alera Group’s Wealth Services team seeks a Relationship Development Specialist to build client relationships and support financial planning and advisory activities. This in-office role focuses on client experience, operational excellence, and growth initiatives, collaborating with advisors and compliance teams.

The ideal candidate will bring strong communication, sales aptitude, and CRM experience, with a proactive, service-oriented approach to help clients achieve financial goals.

Qualifications

• Previous experience in telephone sales, appointment setting, inside sales, or a related client-facing role.
• Strong verbal communication and active listening skills.
• Professional and engaging phone presence.
• Ability to build rapport and establish trust with prospective clients.
• Strong organizational skills and attention to detail.
• Self-motivated and goal-oriented with the ability to work independently.

Responsibilities

• Client Experience & Advisory Support: Contact prospective clients from company-provided leads and introduce the value of a complimentary financial consultation; Build rapport and establish trust with prospective clients and existing contacts; Reengage prospects and encourage participation in follow-up meetings with advisors; Schedule appointments for financial advisors and ensure a seamless client handoff; Maintain a professional, friendly, and client-focused experience during every interaction.
• Operational & Compliance Excellence: Accurately document client interactions, appointment outcomes, and follow-up activities within the CRM system; Maintain organized records and support adherence to company processes and procedures; Effectively manage advisor calendars and coordinate appointment scheduling; Ensure all communications are completed professionally and in accordance with company standards; Support team objectives through consistent follow-through and administrative accuracy.
• Growth & Retention: Meet or exceed daily call activity and appointment-setting goals; Promote the value of meeting with a financial advisor to prospective clients; Handle objections professionally and confidently while maintaining positive client relationships; Support lead conversion and client engagement initiatives; Contribute to business development efforts through proactive outreach and relationship building.

Skills

Telephone sales

Appointment setting

Inside sales

Client facing

Verbal communication

Active listening

CRM (Salesforce)

Tools

Salesforce

Job description

Alera Group’s Wealth Services team seeks a Relationship Development Specialist to build client relationships and support financial planning and advisory activities. This in-office role focuses on client experience, operational excellence, and growth initiatives, collaborating with advisors and compliance teams.

The ideal candidate will bring strong communication, sales aptitude, and CRM experience, with a proactive, service-oriented approach to help clients achieve financial goals.