Partner Integration Associate
About The Position
The Partner Integration Associate (PIA) position follows a strategic approach to identify financial advisors who may be ready to sell or merge their business with ours. PIAs are responsible for contacting advisor suspects from a company provided call list, conducting outbound calls and e-mails with the intent of qualifying advisors as potential M&A prospects, and scheduling introductory meetings with the advisor and our Chief Business Officer and Partner Integration Advisor. PIAs use Salesforce software for accessing suspect lists and contact information, documenting calls, creating tasks, scheduling meetings, etc. PIAs will report directly to the Partner Integration Team Lead.
Requirements
- High School Diploma
- Excellent communication skills
- Business-to-business sales experiences, preferred
- Ability to thrive in a routine-driven environment
Nice To Haves
- Business-to-business sales experiences, preferred
Responsibilities
- Learn and execute the Merger & Acquisition (M&A) lead generation system
- Conduct outbound calls as well as other forms of communication with suspects
- Document conversations with suspects and creating and following up on tasks utilizing CRM software
- Remain knowledgeable of relevant policies and regulations to ensure compliance with all work activities
- Work with all other team members in a way that aligns with the mission, values, and beliefs of the company to provide customer service beyond expectations
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
