Found Description
Elevate client relationships at RFL Wealth Management as a Pipeline and Prospect Client Relationship Advisor. Engage directly with clients, nurture leads, and ensure exceptional support throughout their financial journey.
RFL Wealth Management is seeking a dynamic Pipeline and Prospect Client Relationship Advisor. This role prioritizes relationship building, warm outreach, and personalized communication in a high-touch environment. Ideal candidates will be proactive, organized, and skilled in engaging clients to foster long-term connections and provide tailored financial guidance.
Key Responsibilities:
• Conduct warm outreach to prospective clients post-events
• Maintain rapport through consistent communication
• Schedule Intro Calls and ensure meeting momentum
• Reactivate dormant leads with professional follow-ups
• Support CFP team by preparing prospects for meetings
Requirements:
• Minimum 3 years in sales or client management
• Degree in Business, Fin...
RFL Wealth Management is seeking a dynamic Pipeline and Prospect Client Relationship Advisor. This role prioritizes relationship building, warm outreach, and personalized communication in a high-touch environment. Ideal candidates will be proactive, organized, and skilled in engaging clients to foster long-term connections and provide tailored financial guidance.
Key Responsibilities:
• Conduct warm outreach to prospective clients post-events
• Maintain rapport through consistent communication
• Schedule Intro Calls and ensure meeting momentum
• Reactivate dormant leads with professional follow-ups
• Support CFP team by preparing prospects for meetings
Requirements:
• Minimum 3 years in sales or client management
• Degree in Business, Fin...
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