New Client Acquisition Specialist

About Wealth Enhancement Group

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We are looking for a New Client Acquisition Specialist to serve in a sales production role. This position is responsible for qualifying and scheduling prospective clients with Wealth Enhancement Group (WEG) advisors and facilitating a best-in-class prospect experience throughout the scheduling and meeting process.

This position is fully remote, with a preference for someone in either the Pacific or Mountain time zone. We're looking for someone available between 8:30am - 5:00pm (local time) and offer voluntary opportunities to work occasional evenings and Saturday mornings as lead flow dictates.

The target base salary for this role is $56,000.00 - $65,000.00, plus commissions and company incentives.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Develops prospective clients, initializing the advisor meeting process

• Screens prospective clients via phone, email, and SMS and sets high-quality introductory appointments for WEG advisors

• Meets or exceeds production requirements

• Follows predefined sales cadences and performs each piece of outreach that is assigned in a timely manner

• Works directly with financial advisors and their support staff to ensure a smooth prospect handoff from NCT sales (new client team) to the advisor team

• Supports lead generation campaigns: ability to take calls during campaigns including some weekend mornings during radio promos and occasional weekend calling (volunteer basis, not required)

• National travel to local new client lunch and dinner seminars as requested

Communicates the company’s differentiators (planning process, products, and services)

• Partners with greater marketing organization to understand and leverage WEG’s brand and content to improve prospect communication and results

• Understands the current marketing campaigns and events

• Understands and intelligently communicates WEG’s value proposition to prospects

• Understands and intelligently communicates WEG’s service offerings (planning, investment options; insurance, tax, etc.) to prospects

• Has general knowledge of financial planning industry and stays current on markets trends and educational information

Follows team processes and procedures

• Follows all team processes to the best of their ability and actively communicates any confusion or issues

• Logs all activity accurately and honestly

• Able to quickly learn new processes and adapt to changes in existing processes

• Complies with all WEG and affiliated companies’ along with WEG’s Broker/Dealer compliance policies and procedures

Education/Qualifications

• Bachelor’s degree required, preferably in business, finance, economics, or related field

• Prior sales experience required, preferably related to finance/financial planning

• Strong phone presence with ability to clearly communicate with others

• Follows processes/instructions

• Prioritizes workflow and projects; able to work with deadlines and be flexible 

• Works as a team member; positive solution-focused attitude

• Establishes trust and strong relationships with advisor teams

• Travel up to 25%

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical and dental coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance – employer paid

• Short-term and long-term disability – employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.