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
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
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

Bachelor's Degree (or equivalent experience) 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

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)

Client Acquisition Specialist

Key skills