Client Acquisition Assistant

Econologics Financial Advisors

Is expanding fast - Looking for a dedicated

Largo, FL (In-Office Position)

Based on your experience and performance record, we offer a yearly salary of $46,000 - $50,000. Additionally, we offer:

• Potential for additional $2,500 - $4,400 performance-based bonuses
• Health, dental, vision & life insurance
• Paid time off
• Employer-sponsored retirement plan
• Career growth and advancement opportunities

• Econologics® Financial Advisors is a fast-growing Registered Investment Advisory firm and insurance agency based in Largo, FL.
• We specialize in helping private practice owners and associates across the U.S. take control of their finances through a proven, results-driven financial planning system.
• We are not a slow corporate office - we are a high-energy, growth-focused team committed to delivering results for our clients and building successful careers for our people.

This is not just another sales assistant job:

• Be part of a fast-growing company with real momentum
• Work in a dynamic, team-oriented environment
• Help prospective clients begin their financial planning journey
• Enjoy real career growth opportunities (we promote from within)
• Make a meaningful impact on our firm’s continued growth

2401 West Bay Drive, Suite 603 Largo, FL

We are looking for someone who will support our firm's client acquisition efforts by keeping prospective clients engaged and moving forward throughout the financial planning sales process. This position works closely with our Financial Advisors and Marketing team to create a professional and seamless experience from initial contact through onboarding.

The ideal candidate is personable, organized, confident on the phone, and motivated by helping prospective clients take the next step toward achieving their financial goals. Responsibilities include lead follow-up, appointment scheduling, CRM management, agreement and payment collection, client onboarding support, and assisting with live events.

* No advisor or insurance licenses are required for this position.

• Follow up with new and dormant leads
• Schedule and confirm appointments
• Ensure completion of pre-meeting requirements
• Obtain signed agreements and payments
• Maintain accurate CRM records and activity tracking
• Support onboarding and transition of new clients
• Travel to and assist with live event activities and lead follow up
• Interact with event attendees and collect lead information
• Schedule appointments with qualified prospects

• Minimum 1+ year of experience in customer service, appointment setting, sales support, or a similar client-facing role
• Excellent communication and professional phone skills
• Strong organizational and multitasking abilities
• Excellent attention to detail and accuracy
• Experience using CRM software and Microsoft Office
• High school diploma or equivalent
• Clean background check required
• Professional appearance and strong written and verbal communication skills
• Valid driver's license
• Ability to work full-time in our Largo office

• Positive and energetic attitude
• Strong work ethic and personal accountability
• Persistence and resilience
• Strong relationship-building skills
• Professional and mature demeanor
• Self-motivated and proactive
• Adaptable and willing to learn
• Strong follow-through and commitment to completing tasks
• Team-oriented mindset
• Genuine desire to help others succeed