Business Development/Client Advocate

Job Summary
The Client Advocate plays a crucial role in fostering strong relationships with new prospects. We have several lead generation programs and events that generate leads along with a digital marketing strategy that we need a point person to connect with them consistency and help move them along the sales process.

There is a lot of opportunity for growth, full-time employment and quarterly bonuses.

This is a role for someone that likes independence and a fast-paced role in a small business that is growing fast.

Duties

• The majority of this position is phone connections with prospective clients to set up "Strategy Calls" with the Chief Investment Officer. Putting together a strategy to effectively connect with those leads via phone, some texting and emailing.
• Assist in putting together different messaging to those leads and get them to connect with you.
• Point Person with our Seminar Schedule for set up, some registration and follow-up to schedule "Strategy Calls" with those attendees and registrant no-shows.
• May require some networking events (to be discussed).

Qualifications

• Excellent Communication Skills.
• Has a drive and a passion to be successful and work with a team to exceed goals.
• Should be comfortable working on your own and with a team.
• Good time management skills and able to put together a structured schedule.
• Ability to think strategically and execute tactically.

The Client Advocate position is ideal for individuals who are passionate about connecting with people and have an enthusiastic and passionate attitude to have a desire to help people. Looking for someone with an excellent work ethic and a follow through mentality.

Job Types: Full-time, Part-time

Pay: $25.00 per hour

Expected hours: 30 – 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Work Location: In person

Salary : $25