Prospect Acquisition Associate (On-site)

Wealth Enhancement Group•Saint Louis, CA

20h•$55,000 - $71,000•Onsite

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 . Are you interested in building a career in financial advising? If you're looking to launch an exciting career in Wealth Management and ultimately grow into a Financial Planner or Financial Advisor role, this position is an excellent place to start. We have an exciting opportunity for a Prospect Acquisition Associate , responsible for engaging prospective clients, qualifying their financial needs, and scheduling them for meaningful conversations with our Wealth Enhancement Group advisors. You will be the first voice of the organization and play a critical part in shaping the beginning of the client journey. This is a production-driven, client-facing role ideal for someone who is coachable, goal-oriented, and eager to grow their career within financial services. (This role is an on-site opportunity, and we are looking for applicants in the San Diego, CA or St. Louis, MO area) This role offers a unique entry point into the wealth management industry, giving you direct exposure to the sales process, advisor teams, and prospective clients—while developing the communication, sales, and planning skills needed to accelerate your development and future career track. In the spirit of pay transparency, the base salary range for this position is $55,000.00 exclusive of benefits and incentive pay. The On-Target- Earnings (OTE) for this role is $75,000.00 with the potential for higher based on performance . We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Requirements

High School diploma or GED required.
Ability to follow processes/instructions
Ability to prioritize workflow and projects; able to work with deadlines and be flexible
Ability to work as a team member; positive solution-focused attitude
Establishes trust and strong relationships with advisor teams
Positive solution-focused attitude
Travel up to 20%

Nice To Haves

Associate or bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field, preferred
Prior sales experience, preferably related to finance/financial planning, preferred
Strong phone presence with ability to clearly communicate to others

Responsibilities

Confirm and Qualify Prospective Clients
Conduct a minimum of 100 calls per day, utilizing automated voicemails when necessary
Make confirmation/qualification calls to corporate employees and retirees for online and in-person seminars
Proactively schedule prospects for future seminars and/or schedule a meeting with an advisor
Receive inbound calls and schedule meetings efficiently
Provide outstanding service and understanding of prospective client needs
Ability to take calls during some weekend mornings, when marketing campaigns require
Outbound Prospect Calling and Discovery Meeting Scheduling
Make outbound calls to prospective clients who have shown interest via marketing campaigns, online inquiries, or lead capture sources
Qualify each prospective client through open-ended questions to determine suitability for a discovery meeting with a WEG financial advisor
Schedule and confirm discovery meetings directly with advisors based on availability and client needs
Document all outreach and qualification notes accurately in CRM (Salesforce)
Collaborate with advisor teams to ensure alignment on prospect readiness and meeting objectives
Sales Process & Communication
Successfully learn and implement the “WEG” sales style; using open-ended questions to better understand prospect needs and enhance engagement
Participate in initial and ongoing training exercises to improve sales professionalism and objection handling
Continuous learner and communicator of company differentiators (PMV, planning process, products, and services)
Partner with greater Marketing org to understand and leverage WEG’s brand and content
Clearly articulate current marketing campaigns, WEG’s value proposition, and service offerings (planning, investments, insurance, tax, etc.)
Team Processes and Compliance
Follow all team processes and actively communicate any confusion or issues
Log all activity accurately in the CRM system
Adapt quickly to new or revised processes
Comply with all WEG and affiliated companies’ compliance policies and procedures

Benefits

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony.
You may be eligible to participate in the following benefits & development opportunities:
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)