What are the responsibilities and job description for the Partner Integration Associate position at Credent Wealth Management?
Purpose :
The Partner Integration Associate (PIA) position follows a strategic approach to identify financial advisors who may be ready to sell or merge their business with ours. PIAs are responsible for contacting "advisor suspects" from a company provided call list, conducting outbound calls and e-mails with the intent of qualifying advisors as potential M&A prospects, and scheduling introductory meetings with the advisor and our Chief Business Officer and Partner Integration Advisor. PIAs use Salesforce software for accessing suspect lists and contact information, documenting calls, creating tasks, scheduling meetings, etc. PIAs will report directly to the Partner Integration Team Lead.
Job Responsibilities
- Learn and execute the Merger & Acquisition (M&A) lead generation system
- Conduct outbound calls as well as other forms of communication with suspects
- Document conversations with suspects and creating and following up on tasks utilizing CRM software
- Remain knowledgeable of relevant policies and regulations to ensure compliance with all work activities
- Work with all other team members in a way that aligns with the mission, values, and beliefs of the company to provide customer service beyond expectations
Role Expectations
PIAs are expected to meet / exceed basic performance expectations and recording practices :
Definition of qualified meeting :
20M for Tuck-in
Requirements :
Salary : $16
