Account Manager
Manages inbound leads, qualifies prospects, schedules sales meetings, and maintains CRM records to grow client base in wealth management. Requires 1-3 years sales experience, strong communication, and organization.
About the job
Responsibilities
- Respond to inbound leads from website, ads, referrals, and other channels.
- Conduct initial conversations to qualify leads based on financial needs.
- Schedule appointments for sales team with qualified prospects.
- Re-engage warm leads who expressed interest but haven't booked.
- Maintain accurate records in Salesforce and Outreach, ensuring timely follow-ups.
- Collaborate with sales and marketing on lead quality feedback.
- Track performance metrics like call volume, meetings scheduled, and conversion rates.
- Identify upsell opportunities and enhance client relationships.
Requirements
- 1-3 years in sales, business development, or client-facing role.
- Strong communication and interpersonal skills.
- Highly organized with excellent time management.
- Proactive, results-driven mindset.
Nice-to-Haves
- Experience with CRM tools like Salesforce and Outreach.
- Interest in financial services or wealth management.
- SIE, Series 7, Series 65, Series 66, CFP or similar designations.
Benefits
- 100% employer-covered medical (75% dependents), dental, vision.
- 401(k) retirement savings.
- Paid time off + federal holidays.
- Parental leave.
- Meals covered, fitness stipend.
- Equity, career growth, annual compensation reviews.
- Boomerang Program for entrepreneurship.
Skills
Salesforce, Outreach, CRM, Sales, Business Development, Lead Qualification, Financial Services, Sie, Series 7, Series 66
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