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Business Development & inside Sales
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Full-time
- Reporting to the Director of Marketing, the Business Development & Inside Sales role, titled 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, to help achieve the firm's new client acquisition goals.
- Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals.
- Make out-bound phone calls to prospects in order to:Schedule an initial meeting,Get feedback on initial meetings and schedule follow-up meetingsRegister to attend a firm event, and/orAdd contact Info to firm touchpoints (Outbound Marketing Communications)Build a respectful, long-term amiable rapport with prospects and clients (to nurture prospect referrals) in preparation for a potentially long sales cycle
- Make out-bound phone calls to all prospects before and after an Initial meeting is set; coordinates with available Wealth Management advisor to answer prospect technical questions while on the call
- Coordinate with Director of Marketing to support marketing campaigns, promote attendance at events and own the sales cycle with all prospects produced by marketing and client referral efforts
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