Client Acquisition Specialist

Wealth Enhancement Group

. Initiate the Advisor Opportunity Sales Pipeline .

Posted 10/21/2026full-timeRemote • United StatesMid-LevelSenior💰 $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in outbound sales within the financial services sector, utilizing Salesforce and AI tools to enhance efficiency and accuracy in client interactions. Possesses strong communication skills and a solid understanding of financial planning and advisory practices.

Highest-signal resume keywords

Outbound Sales ExperienceSalesforce ProficiencyFinancial Services KnowledgeSeries 7 and 66 CertificationStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Outbound SalesLead QualificationData EntryFinancial Planning KnowledgeSales ReportingMarket Trend AwarenessAI Tool ProficiencyDigital Tool ValidationClient Opportunity ManagementSecurities Industry Compliance

Soft Skills

Team CollaborationPositive AttitudeSolution-Focused MindsetStrong Phone Presence

Tools & Technologies

SalesforceMicrosoft Office SuiteAdvisor Rotation SoftwareWorkdayHigh Velocity Sales Applications

Certifications & Qualifications

Bachelor's DegreeSeries 7Series 66Series 63Series 65

Industry Keywords

Financial ServicesSales PipelineClient AppointmentsMarketing ChannelsEvent Campaigns

About the role

Key responsibilities & impact

Initiate the Advisor Opportunity Sales Pipeline
Produce sales results by developing and qualifying leads
Screen prospective clients and set appointments for financial advisors
Create a high volume of outbound dials and email activity
Partner with Marketing to communicate company brand and messaging
Understand current marketing channels and event campaigns
Communicate the company’s service offering, purpose, mission, and values
Use Salesforce high velocity sales applications to prioritize work queues
Accurately and efficiently record interactions with prospects
Input new client Opportunities for advisors, ensuring proper data and reporting
Use advisor rotation software to ensure accurate prospect assignment
Comply with securities industry rules and regulations
Maintain awareness of current market trends and education
Expand financial industry knowledge and experience
Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency
Validate AI and digital tool outputs for accuracy, privacy, and business alignment
Identify and escalate inaccurate information, knowledge gaps, or digital-tool issues

Requirements

What you’ll need

Bachelor's Degree (or equivalent experience demonstrated through work experience, training, military experience, education) in business, finance, economics or related field
Experience in Financial Services with outbound sales experience
Proven track record of producing consistent sales results and exceeding goals
Series 7 and 66, or 63 and 65 preferred
Ability to work as a team member
Positive solution-focused attitude
Strong phone presence and communication skills
Knowledge of financial planning and advisory practices
Proficient with Microsoft Office Suite or related software
Familiarity with Salesforce and Support Org functionality
Experience with Workday preferred
Proficient at using AI and digital tools, creating and maintaining knowledge content, and driving improvements based on data and feedback
Ability to work Monday-Friday, 9AM to 5PM in own time zone
Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

Benefits

Comp & perks

Full-time benefits
Training and professional development
Medical, dental and vision coverage for full-time employees and their families
Health Savings Account (HSA) with employer contribution
Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Employer-paid and voluntary life and AD&D insurance
Employer-paid short-term and long-term disability and workers compensation
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually; 25 PTO days after 4 years of service
12 paid holidays each year, including 10 pre-determined and 2 floating days
Paid parental leave
Paid caregiver leave after 6 months of tenure
Tuition, licensing, and other credentials reimbursement after meeting service requirements
Optional overtime for interested candidates
Variable compensation plan based on individual and team performance