New Client Acquisition Specialist

We have an exciting opportunity for a New Client Acquisition Specialist that will play a key role in identifying potential clients for our financial advisors. This ideal candidate is an energetic and driven relationship builder with a passion for sales.  This position offers a base salary plus variable compensation based on an appointment set. We're specifically seeking candidates who reside in the Pacific or Mountain time zones.

The working hours for this role are from 9AM to 5PM PST and the candidate must reside in either the Pacific or Mountain time zones to align with team collaboration and business hours. There is also flexibility to work Saturdays (this Saturday shift is from 9AM-12PM or 12PM-3PM, as well as optional weekday late shifts from (5PM-8PM); these shifts are eligible for pay differential) .

In the spirit of pay transparency, we are excited to share this role includes a base salary of $50,000, along with a variable compensation plan. The variable component is performance-based, with the potential to bring total annual compensation into the $70,000–$100,000 range, depending on individual and team performance metrics. This role in addition has full-benefits.

Primary Job Functions:

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

Communicate company value proposition

• Partner with Marketing to communicate company brand and messaging

• Understands current marketing channels and event campaigns

• Enthusiastically communicates the company’s service offering (planning, investment, tax, trust services, etc.) and purpose, mission, and values

Utilize Salesforce customer relationship management

• Use Salesforce high velocity sales applications to prioritize work queues

• Accurately and efficiently record data entry of interactions with prospects

• Input new client Opportunities for advisors, ensuring proper data and reporting

• Utilize advisor rotation software to ensure accurate prospect assignment

Build and maintain financial industry knowledge

• Comply with the securities industry rules and regulations

• Maintain awareness of current market trends and education

• Expand financial industry knowledge and experience

Education/Qualifications:

• Bachelor's Degree (or equivalent experience) in business; finance, economics or related

• 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 & 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

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified in this position is $67,300.00 to $97,600.00. However, for this specific opening, the expected base salary is $50,000, which is aligned with our current compensation strategy for new hires in this role. In addition to the base salary, this position includes a variable compensation component based on individual and team performance. This performance-based incentive structure is designed to bring total annual compensation into the $70,000–$100,000 range, depending on results.

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