Client Development Specialist

McAdam Financial is among the fastest-growing companies in America and is nationally recognized by USA Today, The Wall Street Journal, and Reuters as one of the best financial advisory firms. First established in 2008, McAdam Financial has helped thousands of clients achieve Financially Advanced™ futures through award-winning investment strategies and expert guidance.

McAdam Financial seeks a service-minded Client Development Specialist to support the Firm’s Company Based Marketing (CBM) initiative. This role is integral in helping with seminar prep, presentation, and post-work. The ideal candidate for this position will have experience in a business development or sales role setting appointments both in person and over the phone; experience hosting client or prospect events; has a proven track record of achieving desired metrics; is an effective public speaker; and is organized, adaptable, and energetic.

• Bachelor’s Degree
• 2-4 years of sales, event planning, or call center experience
• 2 years of client relations experience
• Proficiency in Microsoft 365 (Outlook, Excel, SharePoint, etc.)
• High technological literacy
• Flexible availability (Most nights with a fluid daytime schedule)
• Ability to thrive in pressure situations
• Ability to work from a remote location
• Ability to follow instructions and reporting processes
• Ability to be a part of a team and collaborate regularly

• Excellent public speaking
• Effective sales skills
• Strong organization
• Outstanding interpersonal communication
• High-quality logistical thinking
• Consistent adaptability
• Quick critical thinking
• Great social aptitude

• Manage the client experience at seminars and workshops
• Schedule phone appointments while in person at seminars
• Organize and manage an extensive prospect pipeline
• Attend team meetings and training calls
• Review qualifying information before seminars to prioritize top attendees
• Confirm calls as needed, primarily for high-priority RSVPs
• Set up venues for dinners and workshops, including all equipment
• Greet attendees at seminars
• Conduct presenter introductions
• Troubleshoot throughout the presentation as needed
• Observe attendees during the presentation for feedback
• Track attendance and report metrics
• Break down venue
• Follow up with thank you calls and/or written notes
• Call confirmed RSVPs who no-showed at the presentation
• Follow up with prospects who reschedule or miss their introductory call
• Prepare seminar, sales, and other reports when requested
• Help launch additional marketing initiatives as needed
• Confirm introductory prospecting calls
• Conduct introductory prospecting calls as needed

A background check is required for this role.