New Client Acquisition Specialist

Wealth Enhancement Group

1d•Remote

About The Position

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for a New Client Acquisition Specialist that will play a key role in identifying potential clients for our financial advisors. This ideal candidate is an energetic and driven relationship builder with a passion for sales. This position offers a base salary plus variable compensation based on an appointment set. We're specifically seeking candidates who reside in the Pacific or Mountain time zones. The working hours for this role are from 9AM to 5PM PST and the candidate must reside in either the Pacific or Mountain time zones to align with team collaboration and business hours. There is also flexibility to work Saturdays (this Saturday shift is from 9AM-12PM or 12PM-3PM, as well as optional weekday late shifts from (5PM-8PM); these shifts are eligible for pay differential). In the spirit of pay transparency, we are excited to share this role includes a base salary of $50,000, along with a variable compensation plan. The variable component is performance-based, with the potential to bring total annual compensation into the $70,000–$100,000 range, depending on individual and team performance metrics. This role in addition has full-benefits.

Requirements

Bachelor's Degree (or equivalent experience) in business; finance, economics or related
Experience in Financial Services with outbound sales experience; proven track record of producing consistent sales results and exceeding goals
Strong phone presence and communication skills
Knowledge of financial planning and advisory practices
Proficient with Microsoft Office Suite or related software.
Familiarity with Salesforce and Support Org functionality

Nice To Haves

Series 7 and 66 (or 63 & 65) preferred
Ability to work as a team member; positive solution-focused attitude
Experience with Workday preferred

Responsibilities

Initiate the Advisor Opportunity Sales Pipeline
Produce sales results by developing and qualifying leads
Screen prospective clients and set appointments for financial advisors
Create a high volume of outbound dials and email activity
Communicate company value proposition
Partner with Marketing to communicate company brand and messaging
Understand current marketing channels and event campaigns
Enthusiastically communicates the company’s service offering (planning, investment, tax, trust services, etc.) and purpose, mission, and values
Utilize Salesforce customer relationship management
Use Salesforce high velocity sales applications to prioritize work queues
Accurately and efficiently record data entry of interactions with prospects
Input new client Opportunities for advisors, ensuring proper data and reporting
Utilize advisor rotation software to ensure accurate prospect assignment
Build and maintain financial industry knowledge
Comply with the securities industry rules and regulations
Maintain awareness of current market trends and education
Expand financial industry knowledge and experience

Benefits

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)