Key skills
CRM
About this role
Role Overview
- Conduct daily cold calls to financial advisors and RIAs
- Schedule introductory partnership meetings
- Track outreach activity and maintain notes
Requirements
- Outbound prospecting experience
- Cold calling to financial advisors or wealth managers
- Experience with CRM and pipeline management
Benefits
- Flexible schedule
- Full-time position with competitive wage and guaranteed income
- Temporary work accommodating school or internships