New Client Acquisition Specialist

Job Summary

A company is looking for a New Client Acquisition Specialist to identify potential clients for financial advisors.

Key Responsibilities

• Develop and qualify leads to produce sales results
• Screen prospective clients and set appointments for financial advisors
• Utilize Salesforce for managing client interactions and data entry

Required Qualifications, Training, and Education

• Bachelor's Degree in business, finance, economics, or related field
• Experience in Financial Services with outbound sales and a proven sales track record
• Series 7 and 66 (or 63 & 65) preferred
• Proficient with Microsoft Office Suite and familiarity with Salesforce
• Knowledge of financial planning and advisory practices