New Client Acquisition Specialist

About the role

We have an exciting opportunity for a New Client Acquisition Specialist that will play a key role in identifying potential clients for our financial advisors. The ideal candidate is an energetic and driven relationship builder with a passion for sales. The position is open to candidates across the continental United States.

Responsibilities

• Initiate the Advisor Opportunity Sales Pipeline
• 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
• Communicate Company Value Proposition
• Partner with Marketing to communicate company brand and messaging
• Understand current marketing channels and event campaigns
• Enthusiastically communicate the company’s service offering (planning, investment, tax, trust services, etc.) and purpose, mission, and values
• Utilize Salesforce Customer Relationship Management System
• 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
• Build and Maintain Financial Industry Knowledge
• Comply with the securities industry rules and regulations
• Maintain awareness of current market trends and education
• Expand financial industry knowledge and experience

Education/Qualifications

• 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
• Series 7 and 66 (or 63 & 65) preferred
• 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
• Experience with Workday preferred

Skills

• 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
• Experience with Workday

Benefits

• 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