- Conduct proactive outbound prospecting to identify and engage potential financial advisors
- Research and analyze target companies and industries to understand their needs and challenges
- Initiate contact with financial advisors through cold calls, emails, and social media outreach
- Qualify leads by conducting effective discovery conversations to uncover their pain points and requirements
- Maintain accurate and up-to-date records of lead interactions and account information in our CRM system
- Stay up-to-date on industry trends, best practices, and competitive talent landscapes
- Assist in the development and implementation of recruiting strategies and initiatives
SalesforceCRM