• Job Description

  Req#: 470581BR
  Job Description
  
  ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.
  
  Due to specific position requirements, we cannot hire from the following locations for this opportunity: Edgewater, CO and Denver, CO California District of Columbia Flagstaff, AZ Illinois Iowa Montana Seattle, WA Rhode Island OCONUS
  
  This role exists to fuel growth by identifying and qualifying financial advisors who are ready to own their practice without the administrative burden. This is a new "surge" position designed to scale recruiting efforts and build a robust pipeline of high-quality prospects.
  
  90-Day Success:
  
  Master the value proposition and maintain a polished, professional phone presence.
  
  Consistently meet or exceed daily outbound call volume targets using provided prospect lists.
  
  Successfully qualify prospects and schedule a steady stream of introductory meetings for senior leadership.
  
  Maintain the utmost accuracy in CRM data entry and activity logging.
  
  Day in the Life
  
  On a typical day, you are performing high-volume outbound activity. You will spend the majority of your hour shift executing calls to independent and warehouse financial advisors. You'll use Microsoft Office, CRM tools, and outreach tracking software to log every interaction in real-time. The pace is fast and requires a disciplined, self-directed individual who can stay motivated while working remotely.
  
  Execute consistent, high-volume outbound calls to financial advisor prospects.
  
  Qualify prospective advisors based on specific criteria established by senior leadership.
  
  Schedule introductory meetings between qualified prospects and senior leadership.
  
  Maintain detailed and accurate logs of all outreach activity and call outcomes in the CRM.
  
  Provide regular reporting to leadership on call volume and pipeline status.
  
  #LI-Remote
  
  Additional Qualifications/Responsibilities
  
  Must Haves:
  
  High comfort level with sustaining outbound call volume and handling frequent "no's".
  
  A polished phone presence and the ability to represent the firm with credibility.
  
  You thrive on a clear checklist and understand that the integrity of the pipeline depends on precise record-keeping.
  
  Prior experience in a high-touch sales, business development, or client-facing role is preferred, but we will train the right person.
  
  Proficiency in Microsoft Office and comfort learning new CRM/tracking tools.
  
  Exceptional verbal communication skills and a commitment to accuracy.
  
  A background or interest in financial services or wealth management
  
  Capable of managing your time effectively in a fully remote environment without constant direct supervision.
  
  Pay Rate: $20/hour
  
  Start Date: May 2026
  
  Schedule: 20 hours/weekly
  
  Equipment is provided

• About the company

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