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