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New Client Acquisition Specialist at Wealth Enhancement Group - ApplyBlast

New Client Acquisition Specialist

Wealth Enhancement Group

5 days ago

3.9 on Glassdoor

Remote

Full Time

Junior

0 applicants

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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 sales results through lead development and appointment setting. This remote role involves utilizing Salesforce to manage the sales pipeline, communicating the company's value proposition, and maintaining financial industry knowledge. The position offers a base salary plus variable compensation with potential for significant total annual earnings.

Responsibilities

Develop and qualify leads to produce sales results
Screen prospective clients and set appointments for financial advisors
Utilize Salesforce and AI tools to manage client interactions and improve efficiency

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.