[Remote] Prospect Acquisition Associate (Remote)

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.ResponsibilitiesConduct a minimum of 100 calls per day, utilizing automated voicemails when necessaryMake confirmation/qualification calls to corporate employees and retirees for online and in-person seminarsProactively schedule prospects for future seminars and/or schedule a meeting with an advisorReceive inbound calls and schedule meetings efficientlyProvide outstanding service and understanding of prospective client needsAbility to take calls during some weekend mornings, when marketing campaigns requireMake outbound calls to prospective clients who have shown interest via marketing campaigns, online inquiries, or lead capture sourcesQualify each prospective client through open-ended questions to determine suitability for a discovery meeting with a WEG financial advisorSchedule and confirm discovery meetings directly with advisors based on availability and client needsDocument all outreach and qualification notes accurately in CRM (Salesforce)Collaborate with advisor teams to ensure alignment on prospect readiness and meeting objectivesSuccessfully learn and implement the “WEG” sales style; using open-ended questions to better understand prospect needs and enhance engagementParticipate in initial and ongoing training exercises to improve sales professionalism and objection handlingContinuous 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 contentClearly 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 issuesLog all activity accurately in the CRM systemAdapt quickly to new or revised processesComply with all WEG and affiliated companies’ compliance policies and proceduresSkillsHigh School diploma or GED requiredStrong phone presence with ability to clearly communicate to othersAbility to follow processes/instructionsAbility to prioritize workflow and projects; able to work with deadlines and be flexibleAbility to work as a team member; positive solution-focused attitudeEstablishes trust and strong relationships with advisor teamsPositive solution-focused attitudeTravel up to 20%Conduct a minimum of 100 calls per day, utilizing automated voicemails when necessaryMake confirmation/qualification calls to corporate employees and retirees for online and in-person seminarsProactively schedule prospects for future seminars and/or schedule a meeting with an advisorReceive inbound calls and schedule meetings efficientlyProvide outstanding service and understanding of prospective client needsMake outbound calls to prospective clients who have shown interest via marketing campaigns, online inquiries, or lead capture sourcesQualify each prospective client through open-ended questions to determine suitability for a discovery meeting with a WEG financial advisorSchedule and confirm discovery meetings directly with advisors based on availability and client needsDocument all outreach and qualification notes accurately in CRM (Salesforce)Collaborate with advisor teams to ensure alignment on prospect readiness and meeting objectivesSuccessfully learn and implement the 'WEG' sales style; using open-ended questions to better understand prospect needs and enhance engagementParticipate in initial and ongoing training exercises to improve sales professionalism and objection handlingContinuous 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 contentClearly 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 issuesLog all activity accurately in the CRM systemAdapt quickly to new or revised processesComply with all WEG and affiliated companies' compliance policies and proceduresAssociate or bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field, preferredPrior sales experience, preferably related to finance/financial planning, preferredBenefitsTraining and professional developmentMedical, 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 expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 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 OverviewIn 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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