Note: The job is a remote job and is open to candidates in USA. Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning. The Prospect Acquisition Associate is responsible for confirming and qualifying prospective clients, scheduling meetings with advisors, and ensuring a high-quality experience throughout the client acquisition process.
Responsibilities
- Conduct a minimum of 100 calls per day, utilizing automated voicemails when necessary
- Make confirmation/qualification calls to corporate employees and retirees for online and in-person seminars
- Proactively schedule prospects for future seminars and/or schedule a meeting with an advisor
- Receive inbound calls and schedule meetings efficiently
- Provide outstanding service and understanding of prospective client needs
- Ability to take calls during some weekend mornings, when marketing campaigns require
- Make outbound calls to prospective clients who have shown interest via marketing campaigns, online inquiries, or lead capture sources
- Qualify each prospective client through open-ended questions to determine suitability for a discovery meeting with a WEG financial advisor
- Schedule and confirm discovery meetings directly with advisors based on availability and client needs
- Document all outreach and qualification notes accurately in CRM (Salesforce)
- Collaborate with advisor teams to ensure alignment on prospect readiness and meeting objectives
- Successfully learn and implement the “WEG” sales style; using open-ended questions to better understand prospect needs and enhance engagement
- Participate in initial and ongoing training exercises to improve sales professionalism and objection handling
- Continuous learner and communicator of company differentiators (PMV, planning process, products, and services)
- Partner with greater Marketing org to understand and leverage WEG’s brand and content
- Clearly articulate current marketing campaigns, WEG’s value proposition, and service offerings (planning, investments, insurance, tax, etc.)
- Follow all team processes and actively communicate any confusion or issues
- Log all activity accurately in the CRM system
- Adapt quickly to new or revised processes
- Comply with all WEG and affiliated companies’ compliance policies and procedures
Skills
- High School diploma or GED required
- Strong phone presence with ability to clearly communicate to others
- Ability to follow processes/instructions
- Ability to prioritize workflow and projects; able to work with deadlines and be flexible
- Ability to work as a team member; positive solution-focused attitude
- Establishes trust and strong relationships with advisor teams
- Positive solution-focused attitude
- Travel up to 20%
- Conduct a minimum of 100 calls per day, utilizing automated voicemails when necessary
- Make confirmation/qualification calls to corporate employees and retirees for online and in-person seminars
- Proactively schedule prospects for future seminars and/or schedule a meeting with an advisor
- Receive inbound calls and schedule meetings efficiently
- Provide outstanding service and understanding of prospective client needs
- Make outbound calls to prospective clients who have shown interest via marketing campaigns, online inquiries, or lead capture sources
- Qualify each prospective client through open-ended questions to determine suitability for a discovery meeting with a WEG financial advisor
- Schedule and confirm discovery meetings directly with advisors based on availability and client needs
- Document all outreach and qualification notes accurately in CRM (Salesforce)
- Collaborate with advisor teams to ensure alignment on prospect readiness and meeting objectives
- Successfully learn and implement the 'WEG' sales style; using open-ended questions to better understand prospect needs and enhance engagement
- Participate in initial and ongoing training exercises to improve sales professionalism and objection handling
- Continuous learner and communicator of company differentiators (PMV, planning process, products, and services)
- Partner with greater Marketing org to understand and leverage WEG's brand and content
- Clearly articulate current marketing campaigns, WEG's value proposition, and service offerings (planning, investments, insurance, tax, etc.)
- Follow all team processes and actively communicate any confusion or issues
- Log all activity accurately in the CRM system
- Adapt quickly to new or revised processes
- Comply with all WEG and affiliated companies' compliance policies and procedures
- Associate or bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field, preferred
- Prior sales experience, preferably related to finance/financial planning, preferred
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Company Overview
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. It was founded in 1997, and is headquartered in Plymouth, Minnesota, USA, with a workforce of 1001-5000 employees. Its website is http://wealthenhancement.com/.
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