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New Client Acquisition Specialist
VirtualVocationsEl Cajon, California, United Statesjob_description.job_card.30_days_ago
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- serp_jobs.job_card.full_time
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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
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Acquisition Specialist • El Cajon, California, United States
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