Client Outreach Specialist - WestPoint Financial Group

About the Role:

Are you looking to get your foot in the door of the financial services industry? We are seeking a motivated and dedicated Client Outreach Specialist to join a growing financial advisory team. This position will primarily focus on phone outreach to potential clients, with the goal of scheduling appointments for our financial advisor team.

You will be responsible for making a high volume of calls, working towards key metrics such as dialing targets and appointments scheduled. There is an opportunity for a bonus structure, contingent on meeting these metrics and successfully passing a 3-month probationary period. This is an exciting role for someone who wants to develop their career in financial services and gain hands-on experience in client outreach.

Key Responsibilities:

1. Conduct a high volume of outbound calls to potential clients in Ohio.
2. Schedule appointments for the financial advisor team.
3. Meet set metrics around dialing and appointments scheduled.
4. Maintain detailed records of calls, appointments, and client interactions.
5. Collaborate with office leaders and participate in direct mentorship to develop skills.
6. Assist with other client outreach tasks as needed.

Qualifications:

1. Required: Life and health insurance license in Ohio (must be in good standing).
2. Strong communication skills and the ability to engage potential clients over the phone.
3. Self-motivated, goal-oriented, and comfortable working in a performance-based environment.
4. Ability to work independently while adhering to team goals and metrics.
5. A strong desire to develop in the financial services industry.

Compensation & Benefits:

1. Competitive base pay with performance-based incentives.
2. Potential bonus if you successfully pass the 3-month probationary period.
3. Direct mentorship from office leaders to help you succeed.
4. Opportunity to get investment licensed after proving success in the role.

Why Join Us?

This is a fantastic opportunity for individuals who are eager to begin a career in financial services. You will gain valuable experience, develop new skills, and have a direct path to advancement within the company. As you grow in the role, there may also be opportunities to earn additional licenses and expand your career within WestPoint Financial Group.

Ideal Start Date: February 1, 2025

If you're ready to take the first step toward a rewarding career in financial services, we want to hear from you! Apply now and begin your journey with us.