New Client Acquisition Specialist

Wealth Enhancement Group

10d•$90,000 - $110,000•Remote

About The Position

Wealth Enhancement is seeking a New Client Acquisition Specialist to identify potential clients for financial advisors. The role is suited to an energetic, driven relationship builder with a passion for sales. The specialist develops and qualifies leads, screens prospective clients, and sets appointments for advisors. Compensation includes a $50,000 base salary plus performance-based variable compensation, with potential total annual compensation of $90,000–$110,000 depending on individual and team results. The standard schedule is Monday through Friday, 9 a.m. to 5 p.m. in the employee’s time zone. Candidates may be located anywhere in the continental United States. Optional overtime is available through Saturday shifts or weekday late shifts. The role uses Salesforce and other digital tools, including approved AI tools, and requires attention to accuracy, privacy, and business alignment.

Requirements

Bachelor’s degree in business, finance, economics, or a related field, or equivalent experience demonstrated through work experience, training, military experience, education, or a combination.
Financial services experience with outbound sales experience.
Proven track record of consistent sales results and exceeding goals.
Ability to work as a team member with a positive, solution-focused attitude.
Strong phone presence and communication skills.
Knowledge of financial planning and advisory practices.
Proficiency with Microsoft Office Suite or related software.
Proficiency in using AI and digital tools, creating and maintaining knowledge content, and driving improvements based on data and feedback.

Nice To Haves

Series 7 and 66 licenses, or Series 63 and 65 licenses.
Familiarity with Salesforce and Support Org functionality.
Experience with Workday.

Responsibilities

Develop and qualify leads to produce sales results.
Screen prospective clients and set appointments for financial advisors.
Generate a high volume of outbound calls and email activity.
Partner with Marketing to communicate the company’s brand and messaging.
Understand current marketing channels and event campaigns.
Communicate the company’s services, purpose, mission, and values to prospective clients.
Use Salesforce high-velocity sales applications to prioritize work queues.
Accurately record prospect interactions and enter data.
Input new client opportunities for advisors and ensure appropriate data and reporting.
Use advisor rotation software to assign prospects accurately.
Comply with securities industry rules and regulations.
Maintain awareness of market trends and expand financial industry knowledge.
Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency while validating outputs for accuracy, privacy, and business alignment.
Identify and escalate inaccurate information, knowledge gaps, or issues related to digital tools.

Benefits

Training and professional development.
Medical, dental, and vision coverage for eligible full-time employees and their families.
Health Savings Account with employer contribution and Flexible Spending Accounts for medical, dependent, and transit expenses.
Employer-paid and voluntary life and AD&D insurance.
Employer-paid short-term and long-term disability and workers’ compensation.
401(k) with match and profit sharing.
Wellness programs and resources.
Voluntary benefits, including pet insurance.
18 days of paid time off accrued annually, increasing to 25 days after four years of service.
12 paid holidays each year, including 10 predetermined holidays and 2 floating days.
Paid parental leave and paid caregiver leave; caregiver leave is available after six months of tenure.
Tuition, licensing, and other credential reimbursement after meeting service requirements.