New Client Acquisition Specialist

📋 Description

• • The New Client Acquisition Specialist plays a key role in identifying potential clients for financial advisors at Wealth Enhancement Group, LLC, driving growth by building the advisor opportunity sales pipeline through proactive outreach and lead qualification.
• • Day-to-day responsibilities include producing sales results by developing and qualifying leads, screening prospective clients, setting appointments for financial advisors, creating high volumes of outbound calls and emails, communicating the company’s value proposition, utilizing Salesforce to manage workflows and record interactions, and maintaining compliance with securities industry regulations while building financial industry knowledge.
• • Wealth Enhancement Group is an independent wealth management firm serving over 80,000 households across more than 140 offices nationwide, known for its personalized financial planning through team-based Roundtable and UniFi processes, with a mission to enrich clients’ lives since 1997.
• • In this role, the individual can develop expertise in financial services sales, gain deep experience with CRM tools like Salesforce, build a track record in lead generation and appointment setting, and earn performance-based compensation that reflects their contribution to team and individual goals, with clear pathways for professional growth.