Client Acquisition Assistant

HireBox • Largo, FL

11d • Onsite

About The Position

Econologics Financial Advisors is a fast-growing Registered Investment Advisory firm and insurance agency based in Largo, FL. We specialize in helping private practice owners and associates across the U.S. take control of their finances through a proven, results-driven financial planning system. We are not a slow corporate office—we are a high-energy, growth-focused team committed to delivering results for our clients and building successful careers for our people. This is not just another sales assistant job: Be part of a fast-growing company with real momentum Work in a dynamic, team-oriented environment Help prospective clients begin their financial planning journey Enjoy real career growth opportunities (we promote from within) Make a meaningful impact on our firm’s continued growth.

Requirements

• Minimum 1+ year of experience in customer service, appointment setting, sales support, or a similar client-facing role
• Excellent communication and professional phone skills
• Strong organizational and multitasking abilities
• Excellent attention to detail and accuracy
• Experience using CRM software and Microsoft Office
• High school diploma or equivalent
• Clean background check required
• Professional appearance and strong written and verbal communication skills
• Valid driver's license
• Ability to work full-time in our Largo office

Nice To Haves

• Positive and energetic attitude
• Strong work ethic and personal accountability
• Persistence and resilience
• Strong relationship-building skills
• Professional and mature demeanor
• Self-motivated and proactive
• Adaptable and willing to learn
• Strong follow-through and commitment to completing tasks
• Team-oriented mindset
• Genuine desire to help others succeed

Responsibilities

• Follow up with new and dormant leads
• Schedule and confirm appointments
• Ensure completion of pre-meeting requirements
• Obtain signed agreements and payments
• Maintain accurate CRM records and activity tracking
• Support onboarding and transition of new clients
• Travel to and assist with live event activities and lead follow up
• Interact with event attendees and collect lead information
• Schedule appointments with qualified prospects

Benefits

• Yearly salary of $46,000 – $50,000
• Potential for additional $2,500 – $4,400 performance-based bonuses
• Health, dental, vision & life insurance
• Paid time off
• Employer-sponsored retirement plan
• Career growth and advancement opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED