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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client acquisition and consultative sales within the financial services sector, with a strong focus on managing the sales cycle and maintaining accurate pipeline documentation. Proven ability to build relationships and deliver exceptional client experiences while meeting sales targets.
Highest-signal resume keywords
Client AcquisitionConsultative SalesSalesforce CRMSeries 65Financial Services Sales
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Cycle ManagementLead QualificationOpportunity DocumentationSales Pipeline TrackingSales Activity Metrics
Soft Skills
Excellent CommunicationPersuasion SkillsNegotiation SkillsProblem-Solving SkillsOrganizational Skills
Tools & Technologies
SalesforceCRM Tools
Certifications & Qualifications
Series 65CFP
Industry Keywords
Wealth ManagementClient EngagementFinancial Needs AssessmentSales TargetsTeam Collaboration
About the role
Key responsibilities & impact- Drive new client acquisition for the firm’s wealth management business
- Conduct timely outreach to assigned leads through phone, email, and virtual meetings
- Qualify prospective clients by assessing financial needs, goals, and fit
- Gather and document detailed client information for Advisors
- Partner with Advisors through the sales process to support opportunity progression and client onboarding
- Maintain follow-up and engagement with prospects through the sales pipeline
- Track lead activity, opportunity status, and pipeline progress in CRM systems
- Collaborate with marketing and sales teams on lead handling and handoffs
- Deliver a professional, consultative, client-first experience
- Meet or exceed sales activity and conversion targets
- Provide updates on pipeline activity, conversion metrics, and sales outcomes
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s degree in business or a related field from an accredited college or university
- 7+ years of experience in financial services sales or a related client-facing role
- Series 65 or CFP required
- Proven success selling to new and existing clients in a consultative sales environment
- Strong experience managing the full sales cycle, including outreach, qualification, discovery, and handoff
- Excellent communication and listening skills
- Strong persuasion, negotiation, and problem-solving skills
- Ability to document opportunities and maintain an accurate sales pipeline in Salesforce or similar CRM tools
- High level of organization and follow-through
- Ability to build rapport and establish trust with prospective clients
- Comfortable working in a collaborative, team-based sales environment
- Clean U4 with no disclosures
- Legally authorized to work in the United States
Benefits
Comp & perks- Progressive opportunities and professional growth support
- Innovative workplace
- Camaraderie and teamwork culture
- Work-life balance
- Diverse culture with support for career goals
- Equal employment opportunities