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Client Development Specialist

3 months ago

Vienna, United States McAdam Financial Full time

**Job Summary**

McAdam Financial is among the fastest-growing companies in America and is nationally recognized as one of the best financial advisory firms by USA Today, The Wall Street Journal, and Reuters. First established in 2008, McAdam Financial has helped thousands of people and families plan fruitful and Financially Advanced** futures.

**Responsibilities**
- Manage the client experience at seminars and workshops
- Attend team meetings and training calls
- Review qualifying information before seminars to prioritize top attendees
- Confirm calls as needed, primarily for high-priority RSVPs
- Set up venues for dinners and workshops, including all equipment
- Greet attendees at seminars
- Conduct introduction of presenter
- Troubleshoot throughout the presentation as needed
- Observe attendees during the presentation for feedback
- Book follow up prospecting calls
- Track attendance and report metrics
- Break down venue
- Follow up with thank you calls and/or written notes
- Call confirmed RSVPs who no-showed at the presentation
- Confirm introductory prospecting calls
- Conduct introductory prospecting calls as needed
- Follow up with prospects who reschedule or miss their introductory call
- Prepare seminar, sales, and other reports when requested
- Help launch additional marketing initiatives as needed

**Soft Skills**
- Excellent public speaking
- Strong organization
- Outstanding interpersonal communication
- High-quality logístical thinking
- Consistent adaptability
- Quick critical thinking
- Great social aptitude

**Requirements**:

- Bachelor’s degree
- 2-4 years of sales, event planning, or call center experience
- 2 years of client relations experience
- Proficiency in Microsoft 365 (Outlook, Excel, SharePoint, etc.)
- High technological literacy
- Flexible availability (Most nights with a fluid daytime schedule)
- Ability to thrive in pressure situations
- Ability to work from a remote location
- Ability to follow instructions and reporting processes
- Ability to be a part of a team and collaborate regularly

Pay: $65,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Shift:

- Day shift
- Evening shift

Supplemental pay types:

- Bonus opportunities

Weekly day range:

- Monday to Friday

Work setting:

- Hybrid work

**Education**:

- Bachelor's (required)

**Experience**:

- Customer relationship management: 2 years (required)
- Sales: 2 years (preferred)
- Call center: 2 years (preferred)
- Event planning: 2 years (preferred)

Willingness to travel:

- 25% (required)

Work Location: Hybrid remote in Vienna, VA 22182