Client Acquisition Specialist

1 month ago


Glastonbury, United States Scranton Financial Group Full time
Job DescriptionJob DescriptionDescription:
  • 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.
Requirements:
  • 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


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