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Wealth Enhancement · 8 hours ago

Prospect Acquisition Associate (Remote)

United States

Full-time

Remote

New Grad, Entry Level

$51K/yr - $71K/yr

Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning. The Prospect Acquisition Associate is responsible for confirming and qualifying prospective clients, scheduling meetings with advisors, and ensuring a high-quality experience throughout the client acquisition process.

Financial ServicesRisk ManagementWealth Management

Hiring Manager

Nicole Rusling, PRC

Responsibilities

Conduct a minimum of 100 calls per day, utilizing automated voicemails when necessary

Make confirmation/qualification calls to corporate employees and retirees for online and in-person seminars

Proactively schedule prospects for future seminars and/or schedule a meeting with an advisor

Receive inbound calls and schedule meetings efficiently

Provide outstanding service and understanding of prospective client needs

Ability to take calls during some weekend mornings, when marketing campaigns require

Make outbound calls to prospective clients who have shown interest via marketing campaigns, online inquiries, or lead capture sources

Qualify each prospective client through open-ended questions to determine suitability for a discovery meeting with a WEG financial advisor

Schedule and confirm discovery meetings directly with advisors based on availability and client needs

Document all outreach and qualification notes accurately in CRM (Salesforce)

Collaborate with advisor teams to ensure alignment on prospect readiness and meeting objectives

Successfully learn and implement the “WEG” sales style; using open-ended questions to better understand prospect needs and enhance engagement

Participate in initial and ongoing training exercises to improve sales professionalism and objection handling

Continuous learner and communicator of company differentiators (PMV, planning process, products, and services)

Partner with greater Marketing org to understand and leverage WEG’s brand and content

Clearly articulate current marketing campaigns, WEG’s value proposition, and service offerings (planning, investments, insurance, tax, etc.)

Follow all team processes and actively communicate any confusion or issues

Log all activity accurately in the CRM system

Adapt quickly to new or revised processes

Comply with all WEG and affiliated companies’ compliance policies and procedures

Qualification

Sales experienceCRM (Salesforce)Communication skillsBusiness/Finance knowledgeWorkflow prioritizationTeam collaborationProblem-solving attitude

Required

High School diploma or GED required

Strong phone presence with ability to clearly communicate to others

Ability to follow processes/instructions

Ability to prioritize workflow and projects; able to work with deadlines and be flexible

Ability to work as a team member; positive solution-focused attitude

Establishes trust and strong relationships with advisor teams

Positive solution-focused attitude

Travel up to 20%

Conduct a minimum of 100 calls per day, utilizing automated voicemails when necessary

Make confirmation/qualification calls to corporate employees and retirees for online and in-person seminars

Proactively schedule prospects for future seminars and/or schedule a meeting with an advisor

Receive inbound calls and schedule meetings efficiently

Provide outstanding service and understanding of prospective client needs

Make outbound calls to prospective clients who have shown interest via marketing campaigns, online inquiries, or lead capture sources

Qualify each prospective client through open-ended questions to determine suitability for a discovery meeting with a WEG financial advisor

Schedule and confirm discovery meetings directly with advisors based on availability and client needs

Document all outreach and qualification notes accurately in CRM (Salesforce)

Collaborate with advisor teams to ensure alignment on prospect readiness and meeting objectives

Successfully learn and implement the 'WEG' sales style; using open-ended questions to better understand prospect needs and enhance engagement

Participate in initial and ongoing training exercises to improve sales professionalism and objection handling

Continuous learner and communicator of company differentiators (PMV, planning process, products, and services)

Partner with greater Marketing org to understand and leverage WEG's brand and content

Clearly articulate current marketing campaigns, WEG's value proposition, and service offerings (planning, investments, insurance, tax, etc.)

Follow all team processes and actively communicate any confusion or issues

Log all activity accurately in the CRM system

Adapt quickly to new or revised processes

Comply with all WEG and affiliated companies' compliance policies and procedures

Preferred

Associate or bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field, preferred

Prior sales experience, preferably related to finance/financial planning, preferred

Benefits

Training and professional development

Medical, dental and vision coverage (Available to full-time employees and their families)

Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

Life and AD&D insurance – employer paid and voluntary options

Short-term and long-term disability, workers compensation – employer paid

401k with match and profit sharing

Wellness programs and resources

Voluntary benefits, including pet insurance

18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

12 paid holidays each year (10 pre-determined and 2 floating days)

Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997