Client Relationship Specialist

Company: Advisor Employee Services
Location: Fort Wayne
Posted on: May 17, 2022

Job Description:

Our financial firm is seeking a self-motivated, sales-driven and personable Client Relationship Specialist to join our growing team. The primary responsibility of this salary-to-commission role is to engage leads, build new relationships, and leverage sales skills to convert them into First Appointments, and ultimately, long-term clients.

This role will engage with interested prospects from one of our many marketing funnels, including informational workshops/seminars, events, webinars, radio ads, TV ads, social media, website leads, etc.

The ideal candidate will be a people person, a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have a solid understanding of our target client, their greatest concerns (taxation market volatility, RMDs, etc.), and their retirement goals, and be able to speak with conviction about how our services will help them strategize their retirement. They will have excellent follow-up skills and be diligent with updating information in our CRM. They will possess the ability to build relationships over phone and email, while never making the prospect feel uncomfortable or pressured.

This role will work in tandem with the Marketing Team and the Sales Team to prioritize leads and execute nurturing strategies.

FUNCTION
The Client Relationship Specialist will leverage sales strategies to build relationships with open, qualified leads (hot, warm and cold), to convert them into First Appointments, and ultimately, long-term clients.

ESSENTIAL DUTIES & RESPONSIBILITIES
(Note: Other duties may be assigned)
Create contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders, leveraging both phone and email
Follow up with prospective clients during peak hours of availability and convenience, including nights and weekends when necessary
Assist in the management of the Advisor's calendars through setting First Appointments relative to their availability and existing appointment schedule
Speak with confidence about our brand, the services we provide and how we help potential clients navigate retirement
Leverage the brand's content library, including TV and Radio show content, podcast, editorial, webinar, whitepaper and the like, to continue conversations with open leads that convey the long-term value that the brand provides
Possess an awareness about upcoming events, contact releases and other marketing strategies, and leverage these events to convert leads into appointments
Update CRM with details on all client and prospect conversations
Track weekly and monthly progress, including number of calls made, appointments set and appointments kept with CMO
Represent our brand in all lead and client interactions, including by phone, in email and in person.

EDUCATION AND/OR EXPERIENCE
Bachelor's Degree in Sales or similar field
2+ years' experience working within a Sales role tasked with lead nurturing

KNOWLEDGE, SKILLS, AND ABILITIES
Highly personable with an optimistic outlook on work and life
Excellent communicator
Ability to work independently with little supervision
Remarkable organizational and prioritization skills, with a meticulous attention to detail
Goal-driven team player with a result-driven approach
Superior aptitude in innovation and problem-solving PLUS meticulous attention to detail
Comfortable communicating over phone and in email, leveraging tools like Salesforce, Microsoft Suite, calendar scheduling and SMS platforms

Presented by Advisor Employee Services
Thank you for your interest in the Client Relationship Specialist role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Keywords: Advisor Employee Services, Fort Wayne , Client Relationship Specialist, Other , Fort Wayne, Indiana