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New Client Acquisition Specialist at Wealth Enhancement Group - ApplyBlast

New Client Acquisition Specialist

Wealth Enhancement Group

3 months ago

3.9 on Glassdoor

Remote

Full Time

Senior

4 applicants

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About this role

A New Client Acquisition Specialist at Wealth Enhancement identifies potential clients and sets appointments for financial advisors through high-volume outbound sales activities. The role involves qualifying leads, communicating the company's value proposition, and utilizing Salesforce CRM to manage data and prospect assignments. Candidates must reside in the Pacific or Mountain time zones and possess a passion for sales within the financial services industry.

Responsibilities

Develop and qualify high-volume sales leads for financial advisors
Screen prospective clients and schedule appointments
Execute outbound dialing and email campaigns to generate interest
Communicate company value proposition and service offerings
Maintain accurate data entry and reporting in Salesforce CRM

Skills

Qualifications

Bachelor's Degree in Business, Finance, or EconomicsSeries 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

About Wealth Enhancement Group

wealthenhancement.com

Headquarters

Plymouth, Minnesota, United States

Company Size

501-1000 employees

Founded

1997

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Wealth Enhancement Group is a comprehensive wealth management firm offering investment management, financial planning, tax strategies, and estate planning for individuals and businesses. They provide private client services, trust services, and specialized solutions such as retirement planning and business owner consulting, all delivered through a team-based approach.