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Client & Referrals Specialist
Job in
Waukesha, Waukesha County, Wisconsin, 53188, USA
Listed on 2026-08-30
Listing for:
Drake & Associates
Full Time
position Listed on 2026-08-30
Job specializations:
-
Sales
Financial Sales, Client Relationship Management
Job Description & How to Apply Below
Drake & Associates in Wisconsin is seeking a Client Development Specialist to deepen client relationships, generate referrals, and grow engagement. Working closely with our Financial Advisors, you will follow strategy meetings to reinforce the value of the financial plan and confidently ask for referrals.
This relationship-driven inside sales role requires outbound calling, rapport building, and meeting measurable referral targets while delivering high-quality service aligned with the Drake
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