Job Purpose:

To connect with prospective clients, qualify them for a Strategy Session, and schedule consultations with the Advisor team. This role involves active listening, gathering information, and scheduling Strategy Sessions without cold calling.

Key Responsibilities:

Client Interaction:

• Contact highly qualified prospective clients and gather necessary information for consultations.
• Schedule prospects for Strategy Sessions with the Advisor team (bonus paid based on the number of bookings).
• Actively listen to prospects, qualify them, and engage in professional conversations.
• Answer returned calls and promptly respond to all voicemail messages within 24 hours.

Data Management:

• Log all call details into Salesforce.
• Provide detailed notes from the qualifying call for Advisors to facilitate consultations.