Client Acquisition Associate

Annex Wealth Management LLC • Brookfield, WI

4h • Onsite

About The Position

Ready to launch your career in wealth management? The Client Acquisition Associate jump-starts Annex’s growth by finding prospects, sparking real conversations, and booking qualified meetings for our Wealth Advisors. This role blends structured training with hands-on sales experience to build confidence, communication skills, and long-term career momentum. With consistent outreach, sharp CRM habits, and close partnership with sales leadership, you’ll fuel our pipeline, help more families access fiduciary guidance, and earn competitive, performance-driven compensation along the way.

Requirements

• Education and Experience: 0-2 years of experience in sales, customer service, or client-facing roles; sales exposure is helpful but not required.
• User-Focused Communication: Excellent communication skills with a service-first mindset, communicate with confidence to professionals and prospects.
• Coachability & Growth Mindset: Openness to feedback, passionate about continuous learning, and enthusiasm for skill development in a structured environment.
• Organization & Attention to Detail: Ability to manage multiple tasks, keep accurate CRM records, and maintain organized workflows.
• Technology Proficiency: Ability to learn and develop proficiency with internal systems, CRM tools, and relevant software.

Responsibilities

• Lead/Prospect Research & Identification: Conduct research to identify individuals who fit Annex’s ideal client profile, leveraging marketing-generated lists and other approved sources to ensure high-quality outreach.
• Outbound Outreach & Initial Engagement: Proactively contact prospects through phone, email, SMS to spark conversations, build interest, and create positive first impressions.
• Lead Qualification & Sales Readiness Assessment: Evaluate inbound and outbound leads to determine interest, fit, and readiness – ensuring only well-qualified opportunities move forward.
• Discovery Meeting Scheduling: Schedule discovery meetings for Wealth Advisors, ensuring all necessary details are captured, documented and communicated.
• CRM Management & Data Accuracy: Maintain clean, accurate and current records in all CRM systems, ensuring activities, notes, and lead status updates are thoroughly documented.
• Messaging Alignment & Collaboration: Collaborate with sales leadership and team members to refine outreach scripts and messaging strategies based on real-time feedback while adhering to compliance standards.
• Activity Targets & Performance Consistency: Meet or exceed weekly and monthly outreach and meeting-setting targets with strong follow-through.
• Work Ethic & Professionalism: Demonstrate reliability, organization, punctuality, and accountability while maintaining a professional demeanor in all interactions.

Benefits

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones
• Parental Leave
• Opportunities for professional growth and development
• Holiday & Summer hours
• Casual Fridays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed