What are the responsibilities and job description for the New Business Specialist position at Scranton Financial Group?
Job Description
Job Description
Description :
At Scranton Financial Group, we are committed to helping advisors propel their own practice to the next level. With over 30 years’ experience in the financial services industry, David J. Scranton, owner of Scranton Financial Group, and his team of professionals share their expertise and experience to bridge that gap between prospects and clients
Summary :
In this outbound calling-focused role, the New Business Development Specialist will set a high volume of discovery meetings with financial advisors by reaching out to leads through persistent and effective calling campaigns.
Responsibilities
- Hit 250 weekly touchpoints via email, calls and meetings to generate interest
- Adhere to lead follow up cadences using Kixie, Salesforce, HubSpot and LinkedIn
- Continually optimize pitches and call scripts
- Track pipeline activity and metrics towards monthly and weekly KPIs
Requirements :
Education and Experience
Scranton Financial Group is an E-Verify employer.
Scranton Financial Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.
