About Wealth Enhancement
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 75,000 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 have an excellent opportunity for a Prospect Acquisition Associate. This individual will be focused on sales production and will be responsible for the confirmation and qualification of prospective clients attending our in-person and online events. We are looking for someone to help us schedule qualified prospects with advisors and help us facilitate a best-in-class prospect experience throughout the top-of-the-funnel journey.
In the spirit of pay transparency, the base salary range for this position is $40,000 exclusive of benefits and incentive pay which can total up to $20,000 (capped). 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.
Job Functions
Confirm and Qualify Prospective Clients
- Conduct a minimum of 100 calls per day, utilizing automated voicemails when necessary
- Make confirmation/qualification calls to corporate employees and retirees for online and in-person seminars
- Successfully learn and implement the “WEG” sales style; using open-ended questions to better understand prospect needs and enhance engagement
- Participate in various initial and ongoing training exercises to better develop your sales professionalism, production and ability to overcome objections
- Proactively schedule prospects for future seminars and/or schedule a meeting with an advisor
- Handle Salesforce data entry for scheduled opportunities
- Receive inbound calls and schedule meetings efficiently
- Provide outstanding service and understanding of prospective client needs
- Ability to take calls during some weekend mornings, when marketing campaigns require
Partner with Marketing team
- Partners with greater Marketing org to understand and leverage WEG’s brand and content to improve prospect communication and results
- Understands and can clearly articulate current marketing campaigns and events to prospective clients
- Understands and intelligently communicates WEG’s value proposition and 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
Executes on Processes and Procedures
- Follows all team processes to the best of their ability and actively communicates any confusion or issues
- Logs all activity accurately in the CRM system
- 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:
- High School diploma or GED required. Associate or bachelor’s degree (or equivalent experience) in Business, Finance, Economics or related field, preferred
- Prior sales experience, preferably related to finance/financial planning, preferred
- Strong phone presence with ability to clearly communicate to others
- Ability to follow processes/instructions
- Ability to prioritize workflow and projects; able to work with deadlines and be flexible
- Ability to work as a team member; positive solution-focused attitude
- Establishes trust and strong relationships with advisor teams
- Positive solution-focused attitude
- Travel up to 20%
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
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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, dental and vision coverage (Available to employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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.