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Client Acquisition Specialist
2 months ago
- Call, schedule, and follow-up with prospective clients who have shown interest in appointments through live seminars and other marketing events.
- Record detailed notes from every conversation with prospective clients in the database for reference and tracking.
- Input prospect information accurately and keep the client database updated to ensure efficient communication and organization.
- Assist in preparing the client experience for prospective and existing client meetings, including greeting and welcoming guests, ensuring a positive and professional environment.
- Guide clients in the appropriate direction when they call in or make requests, ensuring their needs are addressed promptly and effectively to maintain satisfaction.
- Administrative duties include processing applications, rollover paperwork, transfer paperwork, and other administrative functions. Track applications throughout the underwriting process.
- Organize and attend prospective client events.
- Perform post-event follow-up activities with attendees and schedule appointments.
- Able to work for any US employer without sponsorship
- HS Diploma
- 1-3 years administrative experience
- 1-3 years Sales experience
- Reliable transportation
- Able to work outside of 8:30a-5pm schedule as needed
