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Prospect Acquisition Associate (Remote) at Wealth Enhancement Group - ApplyBlast

Prospect Acquisition Associate (Remote)

Wealth Enhancement Group

9 months ago

3.9 on Glassdoor

Hybrid

Full Time

Junior

0 applicants

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About this role

A Prospect Acquisition Associate at Wealth Enhancement is a sales production role focused on confirming and qualifying prospective clients generated from in-person events, online seminars, and marketing leads. The associate schedules qualified prospects with financial advisors and helps build the top-of-funnel sales pipeline. The role supports a personalized onboarding experience and contributes to overall client acquisition efforts.

Skills

Qualifications

High School DiplomaGEDAssociate DegreeBachelor's Degree

About Wealth Enhancement Group

wealthenhancement.com

Headquarters

Plymouth, Minnesota, United States

Company Size

501-1000 employees

Founded

1997

View Profile

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.