New Client Acquisition Specialist (Fully Remote)

Responsibilities

• Initiate the Advisor Opportunity Sales Pipeline by developing and qualifying leads.


• Create a high volume of outbound dials and email activity to screen prospective clients.


• Utilize Salesforce to prioritize work queues and record interactions accurately.

Requirements

• Bachelor's Degree in business or related field, or equivalent experience.


• Outbound sales experience in financial services with a proven track record.


• Strong phone presence and communication skills; familiarity with Salesforce preferred.

Compensation and Benefits

• Base salary of $50,000 plus variable compensation, with total earning potential of $80,000 to $100,000.


• Comprehensive benefits include medical, dental, vision, 401k with match, and 18 days of PTO.


• Optional overtime and performance-based incentives are available.

Company Culture

• Wealth Enhancement is a collaborative, team-based firm serving over 90,000 households.


• We value professional development with training, tuition reimbursement, and growth opportunities.

Wealth Enhancement is an independent wealth management firm offering personalized financial planning and investment management services. With over 175 offices nationwide, the firm serves 90,000+ households and fosters a collaborative, team-based culture.