Description
Wealth Enhancement, an independent wealth management firm since 1997, is seeking a New Client Acquisition Specialist. This role involves identifying potential clients for financial advisors, managing lead generation, communicating company value propositions, utilizing Salesforce CRM, building financial industry knowledge, and complying with regulatory standards. The specialist will focus on outbound sales activities like calls and emails, aiming to produce consistent sales results. The position offers a competitive base salary with variable compensation based on performance.
