Do you have a fascination with both finance and sales?Have you always been interested in savings strategies, mitigating taxes, and understanding the stock market?
Do you have exceptional calling skills?
Are you able to handle objections with a smile and convey value to prospective clients in a refined way?
Are you looking for a role with unlimited upside and uncapped quarterly bonuses, benefits, and a growth-oriented environment?
Reporting to the Director of Marketing, the Client Development Specialist is responsible for identifying, nurturing and booking potential prospects to meet with our wealth management team, and owning the prospect relationship until they become clients. This role directly supports the firm's new client acquisition goals. Responsibilities include identifying opportunities from both prospective and existing customers by understanding their needs, discussing solutions the firm can provide, and ensuring a smooth sales process throughout.
Essential Responsibilities- Over 50% of the day-to-day job activity is warm calling and emailing
- Expectation of 250+ calls and 50+ customized emails per week
- Make outbound phone calls to prospects in order to:
- Schedule an initial meeting
- Get feedback on meetings and schedule follow-ups
- Register prospects for firm events
- Add contact info to firm touchpoints (Outbound Marketing Communications)
- Build a respectful, long-term rapport with prospects and clients to nurture referrals through what can be a long sales cycle
- Make outbound calls before and after an initial meeting; coordinate with Wealth Management Advisors to answer prospect technical questions while on the call
- Actively prequalify prospects before scheduling meetings to ensure qualification standards are met and advisors have necessary data in advance
- Maintain, refine, and build upon prospect and outbound marketing communication lists
- Coordinate with the Director of Marketing to support campaigns, promote event attendance, and own the sales cycle with all prospects generated through marketing and referrals
- Stay within all industry compliance rules and regulations for all communications
- Research client connections to identify optimal prospective client targets through LinkedIn
- Identify potential referrals for clients to advisors in advance of semi-annual meetings
- Handle objections effectively by providing alternate solutions and recommending relevant content to convey the firm's value proposition
- Prepare advisors on prospects before meetings, debrief afterwards, and document relevant data in CRM
- Produce regular weekly activity reports and monthly metrics reports
- Attend weekly Cases-In-Motion and bi-monthly Marketing meetings
Qualifications- Bachelor's degree or equivalent
- Inside sales experience preferred
- Strong phone presence and experience dialing dozens of calls per day
- Detail-oriented with strong project management and prioritization skills; able to manage multiple stakeholders and projects simultaneously while maintaining quality work
- Excellent verbal and written communication skills
Preferred Qualifications- LinkedIn prospecting and networking experience is a plus
- 1 to 2 years of experience in the investment or financial advisory industry is advantageous
- Interest in obtaining Series 65, CFP®, CPA or CFA® - we sponsor and incentivize these certifications and support conference attendance
- CRM and marketing automation platform experience preferred
What We Offer- Collaborative, positive teammates
- Advancement opportunities
- Autonomy in your role
- Professional development options
- Rewarding work that matters
Compensation & Benefits- On-Target Earnings (Base + Performance Bonus): $90,000-$140,000/year
- Base Salary: $70,000
- Performance bonus with targets of 75-125% of annual salary
- 401(k) plan with opportunities to earn up to 7% the first year and 10% with tenure
- Opportunities for the best and brightest to buy in and become owners over time
- 11 paid holidays and 15 PTO days
- Employer-paid Health/Dental/Vision insurance for individuals and families
- Employer HSA contributions
- Employer-paid Life and Long-Term Disability
