Wealth Enhancement Group is an independent financial planning firm, proud of its strong tradition of providing clients with in-depth strategies that enhance wealth.
The primary objective for the New Client Specialist is to screen and generate client leads and to set high-quality introductory meetings for our Advisory teams. Leads are generated through several marketing channels including, media, incoming calls, outbound calls, website inquiries and seminars. Must be Series 7 and 63 licensed.
1.Promote lead conversion rates by generating leads through phone or written communication
2.Support lead generation campaigns; be available to take calls during campaign times
3.Receive inbound RSVP calls for seminars and make follow up confirmation calls
4.Support mailing of introductory meeting packets for seminars and direct campaign materials
5.Input client data in the CRM and clean current data to support reporting
6.Maintain knowledge of financial services industry, products and company
7.Comply with all WEG and affiliated companies compliance policies and procedures; Securities industry rules and regulations along with WEG’s Broker/Dealer compliance procedures
8.Hours: Mon - Thu 10:30 - 7:00pm and Fri 8:00 to 5:00pm with flexibility to work occasional weekend mornings as to support radio show and special projects. Approximately 3-4 times year
- 4-year degree; preferred
- Series 7 and 63 FINRA licenses required
- Sales Experience, financial services preferred
Wealth Enhancement Group is an Equal Opportunity Employer