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New Client Acquisition Specialist at Wealth Enhancement Group - ApplyBlast

New Client Acquisition Specialist

Wealth Enhancement Group

1 month ago

3.9 on Glassdoor

Remote

Full Time

Junior

1 applicant

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About this role

Wealth Enhancement is seeking a New Client Acquisition Specialist to identify potential clients for financial advisors and drive the sales pipeline. This remote role involves qualifying leads, setting appointments, and communicating the company's value proposition to prospective clients. The position offers a base salary plus variable compensation based on performance metrics.

Responsibilities

Develop and qualify leads to produce sales results
Screen prospective clients and set appointments for financial advisors
Utilize Salesforce to record interactions and input new client opportunities

Skills

Qualifications

Series 7Series 66Series 63Series 65

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.