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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the prospective-member experience, utilizing CRM systems for data management, and collaborating effectively with cross-functional teams to enhance client engagement and service delivery.
Highest-signal resume keywords
Client-Facing ExperienceCRM ProficiencySales ExperienceOrganizational SkillsAI Tools Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM SystemsData ReportingAppointment GenerationReferral Program ManagementMember Onboarding
Soft Skills
Excellent Phone PresenceTrust BuildingOrganizational DisciplineInitiativeMember-First Mindset
Tools & Technologies
AI Tools
Certifications & Qualifications
Bachelor's DegreeSIESeries 65Series 66Insurance Licensure
Industry Keywords
Financial ServicesProfessional ServicesRelationship-Driven EnvironmentClient EngagementOutreach
About the role
Key responsibilities & impact- Own the prospective-member experience from first contact through onboarding
- Serve as the first point of contact for phone, email, and online inquiries
- Qualify inquiries and connect prospects with the appropriate advisor
- Guide new members through onboarding and handoff to their advisory team
- Improve the prospect experience and remove friction
- Partner with advisors to identify members who would benefit from additional services
- Conduct outreach around reviews, renewals, and planning opportunities
- Follow up after appointments to explain the full range of available services
- Build and run a referral program
- Analyze member records, meeting insights, and firm data to prioritize outreach
- Capture insights to improve future conversations
- Maintain accurate prospect and member activity records in the CRM
- Track and report appointments and referral results
- Meet growth targets for appointments and referrals
- Collaborate with advisory, operations, legal, and marketing teams
- Partner with marketing on campaigns for existing members and prospects
- Train and support colleagues on prospect experience and qualification standards
- Report to the Chief Revenue Officer
Requirements
What you’ll need- Hands-on experience with AI tools and a clear point of view on where they help
- 3+ years in a client-facing role within financial services, tax, professional services, or a comparable relationship-driven environment
- Sales experience preferred, though not required for candidates with a demonstrated record of generating appointments, referrals, or new business
- Excellent phone presence with the ability to build trust quickly and qualify without pressure
- Strong organizational skills and the discipline to follow a process consistently at high volume
- Proficiency with CRM systems and comfort working with data and reporting
- Initiative and a member-first mindset
- Ability to travel between offices as needed
- Bachelor's degree preferred
- SIE, Series 65/66, or insurance licensure a plus but not required
Benefits
Comp & perks- Hybrid work arrangement
- Full-time employment