The Richard Brothers Financial Advisors Marketing and Sales team is growing! We are seeking an experienced Client Onboarding Specialist to support our Senior Sales Team and Relationship Managers in their mission to invite new potential clients to participate in our Customer Journey.
This is an exciting opportunity for a highly motivated, self-starter who enjoys identifying and developing new client opportunities throughout New England from multiple sources including inbound marketing leads, prospect lists, contacts, discovery, and individual research. This individual will learn our unique offering, understand our Whole Picture planning approach, and be able to identify who might be a possible interested party for Richard Brothers.
Experience generating new business in a B2C environment as well as ability to network and develop relationships with a wide range of qualified potential clients will contribute to this individual’s success. Aptitude to leverage CEO and COO’s current network will also assist in building the new client pipeline.
NO PHONE CALLS OR RECRUITERS PLEASE.
Apply for this job through our Human Resources Consultant, KMA.
Richard Brothers Financial Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by law.