Prospective Client Engagement (40%)

Serve as a primary point of contact for prospective clients across a variety of lead channels, delivering a professional and engaging first impression

Communicate confidently and persuasively with prospective clients, including high-net-worth individuals, to establish rapport and build trust

Conduct consultative conversations to understand prospective clients’ financial needs, priorities, and objectives

Clearly and consistently articulate Allworth’s value proposition in a client-centric and compelling manner

Provide a high-quality prospective client experience aligned with Allworth’s standards and reputation

Build and nurture relationships with prospective clients while identifying appropriate next steps in the sales process

Sales Execution & Goal Achievement (35%)

Execute a high volume of prospective client outreach, including outbound calls, to drive pipeline growth and new business opportunities

Engage new opportunities promptly and effectively, progressing prospective clients through Allworth’s established sales process

Consistently work toward achieving or exceeding individual and team sales goals and performance expectations

Take ownership of assigned opportunities and exercise sound judgment in determining the most effective path toward conversion

Future Client Specialist

Responsibilities

Qualification

Preferred

Benefits

Company

Allworth Financial

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