Job Description
OVERALL FUNCTION The New Client Acquisition Specialist works directly with Financial Advisors and other client-oriented professionals to develop and execute outbound marketing campaigns to expand their client base. Specific responsibilities may include but are not be limited to: • Developing targeted outbound social media campaigns • Contacting leads via phone or messaging to schedule initial appointments • Monitoring campaigns and proactively making adjustments as needed • Regularly reviewing campaign progress with clients • Assisting clients with creating best practices for converting leads QUALIFICATIONS • Experience in sales, marketing or customer service, preferably in the financial services industry • Excellent interpersonal skills • Demonstrated time management skills and ability to set priorities and meet deadlines • Strong attention to detail with the ability to work with a high degree of accuracy • Ability to work both independently and on a team • Ability to maintain client confidentiality • Devoted work ethic • Ability to work in a fast-paced start-up environment • Motivated to expand and grow with the company