Talent.com
New Client Acquisition Specialist

New Client Acquisition Specialist

VirtualVocationsOklahoma City, Oklahoma, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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

serp_jobs.job_alerts.create_a_job

Acquisition Specialist • Oklahoma City, Oklahoma, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Texas Client Partner

Texas Client Partner

VirtualVocationsOklahoma City, Oklahoma, United States
serp_jobs.job_card.full_time
A company is looking for a Client Partner in Texas.Key Responsibilities Develop and maintain client relationships to drive business growth Identify and pursue new business opportunities within t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Support Associate

Client Support Associate

VirtualVocationsOklahoma City, Oklahoma, United States
serp_jobs.job_card.full_time
A company is looking for an Associate, Client Support.Key Responsibilities Provide general support for the Loan Platforms, including user onboarding and account maintenance Analyze client admini...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Experience Specialist

Client Experience Specialist

VirtualVocationsOklahoma City, Oklahoma, United States
serp_jobs.job_card.full_time
A company is looking for a Client Experience Specialist.Key Responsibilities Receive and resolve customer support inquiries via calls, emails, and web chats Utilize CRM to document customer inte...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Partner

Client Partner

VirtualVocationsOklahoma City, Oklahoma, United States
serp_jobs.job_card.full_time
A company is looking for a Client Partner in Chicago or Seattle.Key Responsibilities Develop and maintain client relationships to drive business growth Collaborate with internal teams to deliver...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Enhanced Services Specialist

Enhanced Services Specialist

VirtualVocationsOklahoma City, Oklahoma, United States
serp_jobs.job_card.full_time
A company is looking for an Enhanced Services Specialist.Key Responsibilities Process dependent eligibility verification requests and support compliance audits Assist with carrier billing reconc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Special Ops Client Specialist

Special Ops Client Specialist

ConvaTecOklahoma City, OK, US
serp_jobs.job_card.full_time
Medical Supply Account Management Specialist.Collect information and medical documentation to setup new customers of 180 Medical. To provide service support, through inbound and outbound calls, for ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Success Specialist

Client Success Specialist

VirtualVocationsOklahoma City, Oklahoma, United States
serp_jobs.job_card.full_time
A company is looking for a Junior Client Success Specialist to assist clients in recruiting participants for clinical trials. Key Responsibilities Guide new clients through the onboarding process ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Relations Specialist

Client Relations Specialist

VirtualVocationsOklahoma City, Oklahoma, United States
serp_jobs.job_card.full_time
A company is looking for a Relations Specialist II.Key Responsibilities Respond to and resolve client cases with accuracy and urgency, meeting defined service level agreements (SLAs) Log and man...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Analyst Associate

Client Analyst Associate

VirtualVocationsOklahoma City, Oklahoma, United States
serp_jobs.job_card.full_time
A company is looking for a Client Analyst Associate.Key Responsibilities Analyze digital media campaign performance across various platforms and identify key trends Collaborate with cross-functi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Enterprise Client Partner

Enterprise Client Partner

VirtualVocationsOklahoma City, Oklahoma, United States
serp_jobs.job_card.full_time
A company is looking for an Enterprise Client Partner to cultivate and expand relationships with existing clients.Key Responsibilities Build and maintain strong relationships with key stakeholder...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Contract Specialist

Contract Specialist

CACI InternationalOklahoma City, OK, US
serp_jobs.job_card.full_time
Are you ready to play a key role in delivering impactful solutions for Federal Government customers?.We're looking for experienced and highly motivated individuals to help lead the delivery of serv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
NOW HIRING : Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist

NOW HIRING : Licensed Insurance Agent – Mentorship Track to Become an Infinite Banking Specialist

GIA Legacy PlanningEdmond, Oklahoma, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Remote | 💼 Commission-Based | 🎓 Mentorship Included.We’re offering a unique opportunity to learn, grow, and specialize in one of the most powerful financial strategies available —.Mentorship from...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
General Dentist - Chickasha, OK

General Dentist - Chickasha, OK

Lifetime Dentistry of ChickashaChickasha, OK, US
serp_jobs.job_card.full_time
Lifetime Dentistry of Chickasha is looking for a General Dentist to join our team.You’ll work in an environment that encourages full clinical autonomy, with the ability to tap into a robust m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Series 3 Licensed New Accounts Specialist

Series 3 Licensed New Accounts Specialist

VirtualVocationsOklahoma City, Oklahoma, United States
serp_jobs.job_card.full_time
A company is looking for a New Accounts Specialist responsible for processing new customer applications and supporting the onboarding process. Key Responsibilities Review customer applications and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Contract Management Specialist

Contract Management Specialist

VirtualVocationsOklahoma City, Oklahoma, United States
serp_jobs.job_card.full_time
A company is looking for a Contract Management Specialist who will oversee contract compliance and vendor management.Key Responsibilities Execute contract lifecycle management and ensure adherenc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
New Client Setup Specialist

New Client Setup Specialist

Paycom Payroll LlcOklahoma City, OK, United States
serp_jobs.job_card.full_time
The NCS Specialist is responsible for onboarding and guiding new clients to achieve their first successful payroll within Paycom. The NCS Specialist will help educate new clients, customize software...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
ACA Client Manager

ACA Client Manager

VirtualVocationsOklahoma City, Oklahoma, United States
serp_jobs.job_card.full_time
A company is looking for an ACA Client Manager 3 to oversee and plan enterprise-level support and service activities for clients. Key Responsibilities Develop and maintain strong client relationsh...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Virtual Customer Acquisition Specialist

Virtual Customer Acquisition Specialist

The Max Spencer Co.Norman, OK, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Join Our Dynamic Team and Propel Your Career Forward!.Are you ready to seize an incredible opportunity with a rapidly growing company?. Our organization is experiencing unprecedented expansion, with...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
New Business Specialist

New Business Specialist

Globe Life Inc.USA, Oklahoma, Oklahoma City
serp_jobs.job_card.full_time
Primary Duties & Responsibilities.Are you Ready for new career opportunity?.When you join Globe Life, you are joining a company that values career development, collaboration, and inclusiveness.We w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Manager - Oklahoma City, OK

Client Manager - Oklahoma City, OK

World Wide TechnologyOklahoma City, OK, US
serp_jobs.job_card.full_time
Candidates must live in / around Oklahoma City, OK.Account Management experience in a relevant industry with large commercial or enterprise customers. Ability to work independently and solve customer-...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days