Client Acquisition Associate

Job Summary

A company is looking for a New Client Acquisition Associate (Remote Opportunity).

Key Responsibilities

• Develop and qualify leads to produce sales results
• Screen prospective clients and set appointments for financial advisors
• Utilize Salesforce to manage client interactions and data entry

Required Qualifications

• Bachelor's Degree in business, finance, economics, or related field
• Experience in Financial Services with a proven sales track record
• Series 7 and 66 (or 63 & 65) preferred
• Knowledge of financial planning and advisory practices
• Familiarity with Salesforce and Microsoft Office Suite