Inside Sales Representative

Do you have a fascination with both finance and sales?

Have you always been interested in savings strategies, mitigating taxes, and understanding the stock market?

Do you have exceptional calling skills?

Are you able to handle objections with a smile and convey value to prospective clients in a refined way?

Are you looking for a role with unlimited upside and uncapped quarterly bonuses, benefits, and a growth-oriented environment?

Reporting to the Director of Marketing, the Client Development Specialist is responsible for identifying, nurturing and booking potential prospects to meet with our wealth management team, and owning the prospect relationship until they become clients.

This role directly supports the firm’s new client acquisition goals.

Responsibilities include identifying opportunities from both prospective and existing customers by understanding their needs, discussing solutions the firm can prov...