Client Acquisition Specialist
Crocker Financial Group
Posted ago
Crocker Financial Group

Crocker Financial Group, a leading financial services organization, is seeking a talented and results-driven Client Acquisition Specialist to join our remote team. As a Client Acquisition Specialist, you will play a pivotal role in driving business growth by identifying and acquiring new clients. This is an excellent opportunity for a proactive and motivated individual who excels in building relationships and enjoys working in a dynamic and fast-paced environment.


  • Identify and prospect potential clients through various channels, including cold calling, networking events, referrals, and online research.
  • Conduct thorough needs assessments to understand clients' financial goals, challenges, and requirements.
  • Present and promote our comprehensive range of financial products and services, tailored to meet clients' specific needs.
  • Develop and maintain a robust pipeline of qualified leads, tracking progress and effectively managing the sales cycle.
  • Build and nurture strong relationships with clients, ensuring exceptional customer service throughout the acquisition process.
  • Collaborate with internal teams, such as marketing and product development, to enhance client acquisition strategies and offerings.
  • Stay updated on industry trends, market conditions, and competitive landscape to effectively position our services.
  • Prepare and deliver persuasive presentations, proposals, and sales materials to potential clients.
  • Meet or exceed sales targets and key performance indicators, demonstrating a results-driven approach.


  • Proven experience as a Client Acquisition Specialist, Sales Representative, or similar role within the financial services industry.
  • Strong knowledge of financial products and services, including investments, insurance, retirement planning, and wealth management.
  • Proven track record of successfully acquiring new clients and exceeding sales targets.
  • Excellent communication and negotiation skills, with the ability to build rapport and influence decision-making.
  • Self-motivated and goal-oriented, with a proactive and resilient attitude.
  • Ability to work independently and remotely, demonstrating strong time management and organizational skills.
  • Proficient in using CRM software, sales tools, and other relevant technology platforms.
  • Availability for occasional travel or virtual meetings, as needed.

$79,000 yearly
About Crocker Financial Group

Join our team at Crocker Financial Group and play a pivotal role in ensuring the success and satisfaction of our valued customers. Apply now and become part of a dynamic organization committed to customer engagement and excellence.

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