The Partner Integration Associate position follows a strategic approach to identify financial advisors who may be ready to sell or merge their business with ours. Associates are responsible for contacting “advisor prospects” through calls and e-mails with the intent of qualifying an advisor as a potential merging opportunity and schedule an introductory meeting.
Responsibilities:
- Learn and execute the Merger & Acquisition (M&A) lead generation system
- Conduct outbound calls as well as other forms of communication with suspects
- Document conversations with suspects and creating and following up on tasks utilizing CRM software
- Work with all other team members in a way that aligns with the mission, values, and beliefs of the company to provide customer service beyond expectations.
You’re a good fit if you:
- Enjoy sales
- Have excellent phone and conversational skills that exhibits confidence
- Carry immense self-perseverance
- Motivated to accomplish goals
- Proficient in Microsoft Office suite
Why join our team?
- We are a growing, fast paced dynamic wealth management firm located in Auburn, IN
- Flexible work schedule: perfect for part-time work while you earn your degree!
- Perfect entry level position that will project you into a great career path.