Client Acquisition Specialist (Outbound Sales Representative)

Job Description

Lee, Nolan & Koroghlian LLC (LNK), a MassMutual agency, is seeking a motivated and results-driven Client Acquisition Specialist to support the growth of our financial services practice. This role focuses on outbound prospecting and cold calling to identify potential clients and schedule appointments for our financial advisors.

This is an excellent opportunity for individuals interested in sales, business development, wealth management, or financial services who want to gain hands-on experience in a professional and growth-oriented environment.

Compensation

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• Base salary
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• Performance-based bonus opportunities
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• Additional incentives tied to appointments scheduled and business development success
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• Professional development and mentorship opportunities
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Key Responsibilities

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• Conduct outbound cold calls to prospective clients using firm-provided lead lists.
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• Introduce the firm's financial planning, wealth management, retirement planning, and insurance solutions.
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• Identify and qualify prospective clients based on financial needs and goals.
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• Schedule appointments and introductory meetings for financial advisors.
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• Maintain accurate records of outreach activity within the firm's CRM system.
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• Follow up with prospective clients and nurture relationships through the sales process.
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• Consistently meet activity and appointment-setting goals.
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Qualifications

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• Strong communication and interpersonal skills.
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• Comfortable making a high volume of outbound calls.
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• Self-motivated, resilient, and goal-oriented.
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• Ability to professionally handle objections and build rapport with prospects.
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• Prior experience in sales, recruiting, customer service, or business development is preferred but not required.
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• Interest in finance, wealth management, or financial services is a plus.
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What We Offer

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• Exposure to the wealth management and financial planning industry.
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• Direct mentorship from experienced financial professionals.
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• Training in prospecting, client acquisition, and relationship management.
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