New Client Acquisition Specialist

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