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