Our client is a dynamic wealth management firm in Newburyport, MA. They are looking for a strong phoning partner to join them. To be successful in this role, you must possess excellent interpersonal communication skills, self-initiated follow-through, and strong organizational skills. In return, you will find this position offers flexibility, a team atmosphere, and opportunities for knowledge-based growth.

Responsibilities

• Outreach via phone to existing and potential clients (200 calls per week)
• Scheduling meetings with the Wealth Management Advisor
• Email follow-ups with prospects & existing clients as needed
• Manage CRM (Microsoft Dynamics)
• Detailed notes from each call
• Track activity

Qualifications

• 1-2 + years of sales experience
• Financial Services experience (preferred)
• Dynamic personality
• Ability to see opportunities when they are not directly apparent

Compensation

• $25-30/hour plus bonus opportunities
  • Part time - 20-25 hours a week