
Senior Client Engagement Specialist
2 days ago
We are seeking a skilled and motivated Senior Client Engagement Specialist to join our team. In this role, you will be responsible for bridging the gap between prospective clients and our expert financial services.
Key Responsibilities- Conduct proactive outbound outreach to potential clients, qualifying them based on their financial goals, retirement concerns, or wealth-building interests.
- Schedule consultations with our financial advisers or coaches, maintaining accurate records of interactions, notes, and scheduled appointments.
- Follow up with warm leads to ensure engagement and appointment attendance, aligning messaging across teams to improve conversion effectiveness.
- Previous experience in appointment setting, telemarketing, or client outreach within financial services, accounting, real estate, or wealth coaching is preferred.
- A passion for financial wellness and understanding of financial concepts is essential.
- Excellent communication skills are required, including being warm, clear, persuasive, and empathetic.
- Proficiency with CRM tools and workflow tracking, as well as strong organizational habits, is necessary.
- A goal-driven individual with a track record of meeting outreach or booking targets is ideal.
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