![https //g.co/recover for help [1-866-719-1006]](https://newsquo.com/uploads/images/202506/image_430x256_684949454da3e.jpg)
![How Smart PMs Scale Their Careers in Any Org [TPG Live Recap]](https://tpgblog.com/wp-content/uploads/2025/06/2025-06-12-thumbnail-action.png?#)
![[Malaysia] Local Authorised Representative (Cosmetics) / Cosmetic Notification Holder -- 2](https://www.f-cdn.com/assets/main/en/assets/app-icons/share-make-it-real-thumbnail-1200x630.jpg){kind=icon}
Client Acquisition Associate
A company is looking for a New Client Acquisition Associate (Remote Opportunity). Key Responsibilities Develop and qualify leads to produce sales results Screen prospective clients and set appointments for financial advisors Utilize Salesforce to manage client interactions and data entry Required Qualifications Bachelor's Degree in business, finance, economics, or related field Experience in Financial Services with a proven sales track record Series 7 and 66 (or 63 & 65) preferred Knowledge of financial planning and advisory practices Familiarity with Salesforce and Microsoft Office Suite
A company is looking for a New Client Acquisition Associate (Remote Opportunity).
Key Responsibilities
Develop and qualify leads to produce sales results
Screen prospective clients and set appointments for financial advisors
Utilize Salesforce to manage client interactions and data entry
Required Qualifications
Bachelor's Degree in business, finance, economics, or related field
Experience in Financial Services with a proven sales track record
Series 7 and 66 (or 63 & 65) preferred
Knowledge of financial planning and advisory practices
Familiarity with Salesforce and Microsoft Office Suite
