Client Acquisition Manager

Position: Client Acquisition Manager at ClearEstate
Join Clear Estate as a Client Acquisition Manager, focusing on strategically activating partnerships within Western Canada. Drive engagement with financial advisors to enhance client support.

This role targets a motivated professional skilled in relationship building and business development. As a Client Acquisition Manager, you'll nurture partnerships with financial advisors and implement innovative strategies to promote Clear Estate’s services. Your ability to educate and support partners will be integral in increasing referral rates and achieving business targets.

Key Responsibilities:

• Activate wealth advisors and manage acquired leads

• Promote Clear Estate’s offerings through effective education

• Escalate complex requests to Subject Matter Experts

• Create new relationships and ensure partner retention

• Collaborate on marketing initiatives for growth

Requirements:

• Sales and business development expertise required

• Experience in financial services is a bonus

• Must possess strong presentation skills

• Comfortable in a hybrid work environment

• Valid driver's license essential

Leverage your client acquisition skills to foster partnerships and support growth at Clear Estate.
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