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.
Salary not listed
On-site1+ YOEAccount Management
About the role
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.
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