Partner Integration Associate

Job Description

Job Description

Position : Partner Integration Associate

Pay : 16 / hourly

Uncapped Bonus : $100 per qualifying call

Hours : Set your own schedule | 15-29 hours per week | Monday - Friday from 9am - 5pm Eastern Time

Location : In Office in Auburn, IN

Purpose :

The Partner Integration Associate (PIA) position follows a strategic approach to identify financial advisors who may be ready to sell or merge their business with ours. PIAs are responsible for contacting “advisor suspects” from a company provided call list, conducting outbound calls and e-mails with the intent of qualifying advisors as potential M&A prospects, and scheduling introductory meetings with the advisor and our Chief Business Officer and Partner Integration Advisor. PIAs use Salesforce software for accessing suspect lists and contact information, documenting calls, creating tasks, scheduling meetings, etc. PIAs will report directly to the Partner Integration Team Lead.

Job Responsibilities :

• Learn and execute the Merger & Acquisition (M&A) lead generation system
• Conduct outbound calls as well as other forms of communication with suspects
• Document conversations with suspects and creating and following up on tasks utilizing CRM software
• Remain knowledgeable of relevant policies and regulations to ensure compliance with all work activities
• Work with all other team members in a way that aligns with the mission, values, and beliefs of the company to provide customer service beyond expectations

Role Expectations : PIAs are expected to meet / exceed basic performance expectations and recording practices :

Definition of Qualified Meeting :

$20M for Tuck-in

Requirements :