About this role
New Client Acquisition Specialist at Wealthenhancement. Location: United States. Role: initiating pipeline, setting appointments, making calls Requirements: Outbound sales experience in financial services, strong phone and communication skills, bachelor's degree or equivalent experience, familiarity with financial planning, and ability to use CRM systems. Category: Sales Seniority: Mid Level Tools: Salesforce, Workday, Microsoft Excel Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Remote Languages: English