New Client Acquisition Specialist

Summary

Wealth Enhancement is an independent wealth management firm providing personalized financial planning and investment management services. The New Client Acquisition Specialist identifies and qualifies prospective clients, schedules appointments for financial advisors, communicates the company’s value proposition, and maintains accurate prospect data using Salesforce and related systems.

Responsibilities

• Produce sales results by developing and qualifying leads
• Screen prospective clients and set appointments for financial advisors
• Create a high volume of outbound dials and email activity​
• Partner with Marketing to communicate company brand and messaging
• Understands current marketing channels and event campaigns
• Enthusiastically communicates the company’s service offering (planning, investment, tax, trust services, etc.) and purpose, mission, and values
• Use Salesforce high velocity sales applications to prioritize work queues
• Accurately and efficiently record data entry of interactions with prospects
• Input new client Opportunities for advisors, ensuring proper data and reporting
• Utilize advisor rotation software to ensure accurate prospect assignment
• Comply with the securities industry rules and regulations
• Maintain awareness of current market trends and education
• Expand financial industry knowledge and experience

Skills

• * Bachelor's Degree *(or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education)* in business; finance, economics or related
• * Experience in Financial Services with outbound sales experience; proven track record of producing consistent sales results and exceeding goals
• * Ability to work as a team member; positive solution-focused attitude
• * Strong phone presence and communication skills
• * Knowledge of financial planning and advisory practices
• * Proficient with Microsoft Office Suite or related software
• * Familiarity with Salesforce and Support Org functionality
• OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems
• * Series 7 and 66 (or 63 & 65) preferred
• * Experience with Workday preferred
• We offer optional overtime for candidates interested in extra hours. The overtime options include Saturday shifts from 9AM-12PM or 12PM-3PM, and/or weekday late shifts from 5PM-8PM

Qualifications

Must Haves

• * Bachelor's Degree *(or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education)* in business; finance, economics or related
• * Experience in Financial Services with outbound sales experience; proven track record of producing consistent sales results and exceeding goals
• * Ability to work as a team member; positive solution-focused attitude
• * Strong phone presence and communication skills
• * Knowledge of financial planning and advisory practices
• * Proficient with Microsoft Office Suite or related software
• * Familiarity with Salesforce and Support Org functionality
• OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems

Nice to Haves

• * Series 7 and 66 (or 63 & 65) preferred
• * Experience with Workday preferred
• We offer optional overtime for candidates interested in extra hours. The overtime options include Saturday shifts from 9AM-12PM or 12PM-3PM, and/or weekday late shifts from 5PM-8PM

Benefits

• This position is additionally eligible for full-time benefits.
• The candidate can be located anywhere in the continental United States.
• Optional overtime for candidates interested in extra hours, including Saturday shifts from 9AM-12PM or 12PM-3PM, and/or weekday late shifts from 5PM-8PM.
• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)