Prospect Acquisition Associate (Remote)
Wealth Enhancement Group(1 month ago)
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.
Required Skills
- Phone Calls
- Lead Qualification
- Appointment Scheduling
- Salesforce
- Sales
- Communication
- Objection Handling
- Time Management
- Teamwork
- Compliance
Qualifications
- High School Diploma
- GED
- Associate Degree
- Bachelor's Degree
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