Client Experience & Business Development, Advisor Growth

Farther•Irving, TX

About The Position

Join Farther's client concierge team as the critical first point of contact for potential clients nationwide. You'll connect individuals with our wealth advisors while qualifying leads to ensure quality meetings. As a Client Experience Associate on our rapidly scaling Lead Generation team, you'll be instrumental in our continued expansion. Farther manages over $3 billion in assets and was recently named to the 2024 Fintech Innovation 50. This is a ground-floor opportunity to grow with a team that's a major focus for our executive leadership.

Requirements

2+ years of sales experience, preferably in financial services
Natural go-getter attitude with a bias for action - you see every prospect as an opportunity
Strong communication skills and engaging phone presence
Self-motivated and comfortable working independently
Detail-oriented with excellent organizational and time management skills
Comfortable with fast-paced, high-growth startup environments
CRM experience required (HubSpot experience is a plus)

Nice To Haves

Background in wealth management or financial services
Track record of exceeding sales metrics
Adaptability and quick learning in evolving processes

Responsibilities

Serve as the first point of contact for inbound leads via phone, email, SMS, and live chat
Qualify potential clients to determine fit before scheduling meetings with advisors
Make daily outreach calls to prospects through our multi-day engagement campaigns
Proactively manage your pipeline and prevent opportunities from falling through the cracks
Partner closely with sales leadership and the head of Client Acquisition on a close-knit team to optimize a client’s journey to joining Farther
Track all interactions and maintain detailed records in HubSpot
Drive process improvements through thoughtful feedback and innovation