Job details

Client Development Specialist

McAdam Financial is among the fastest-growing companies in America and is nationally recognized by USA Today, The Wall Street Journal, and Reuters as one of the best financial advisory firms. First established in 2008, McAdam Financial has helped thousands of clients achieve Financially Advanced™ futures through award-winning investment strategies and expert guidance.

McAdam Financial seeks a service-minded Client Development Specialist to support the Firm’s Company Based Marketing (CBM) initiative. This role is integral in helping with seminar prep, presentation, and post-work. The ideal candidate for this position will have experience in a business development or sales role setting appointments both in person and over the phone; experience hosting client or prospect events; has a proven track record of achieving desired metrics; is an effective public speaker; and is organized, adaptable, and energetic.

Qualifications

Bachelor’s Degree
2-4 years of sales, event planning, or call center experience
2 years of client relations experience
Proficiency in Microsoft 365 (Outlook, Excel, SharePoint, etc.)
High technological literacy
Flexible availability (Most nights with a fluid daytime schedule)
Ability to thrive in pressure situations
Ability to work from a remote location
Ability to follow instructions and reporting processes
Ability to be a part of a team and collaborate regularly

Necessary Skills

Excellent public speaking
Effective sales skills
Strong organization
Outstanding interpersonal communication
High-quality logistical thinking
Consistent adaptability
Quick critical thinking
Great social aptitude

Responsibilities

Manage the client experience at seminars and workshops
Schedule phone appointments while in person at seminars
Organize and manage an extensive prospect pipeline
Attend team meetings and training calls
Review qualifying information before seminars to prioritize top attendees
Confirm calls as needed, primarily for high-priority RSVPs
Set up venues for dinners and workshops, including all equipment
Greet attendees at seminars
Conduct presenter introductions
Troubleshoot throughout the presentation as needed
Observe attendees during the presentation for feedback
Track attendance and report metrics
Break down venue
Follow up with thank you calls and/or written notes
Call confirmed RSVPs who no-showed at the presentation
Follow up with prospects who reschedule or miss their introductory call
Prepare seminar, sales, and other reports when requested
Help launch additional marketing initiatives as needed
Confirm introductory prospecting calls
Conduct introductory prospecting calls as needed

$65,000 - $65,000 a year

+ Performance bonus

A background check is required for this role.

Average salary estimate

$65000 / YEARLY (est.)

min

max

$65000K

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What You Should Know About Client Development Specialist, McAdam Financial

Are you ready to take your career to the next level? McAdam Financial, recognized as one of America's fastest-growing financial advisory firms, is looking for a dynamic Client Development Specialist to join our Sarasota, FL team. In this role, you’ll be instrumental in supporting our Company Based Marketing initiatives, which means no two days will be alike! You'll dive right into seminar preparations, presentations, and all the exciting follow-up work that comes with it. If you're a people person with experience in business development or sales, you're in the right place. We need someone who can comfortably set appointments both online and in person, and who thrives in a fast-paced environment. Your organizational skills and knack for public speaking will help make our events memorable for our clients. You’ll be engaging directly with prospects and clients, organizing workshops, and ensuring the customer experience is top-notch. Think you have what it takes? Great! You’ll need a bachelor’s degree and 2-4 years of relevant experience, including client relations and proficiency in Microsoft 365. If you're organized, energetic, and ready for flexibility in your work schedule, we'd love for you to join our inspiring team. With a starting pay of $65,000 plus a performance bonus, this position is your opportunity to contribute to something great while delivering exceptional service!

Frequently Asked Questions (FAQs) for Client Development Specialist Role at McAdam Financial

What responsibilities does a Client Development Specialist at McAdam Financial have?

As a Client Development Specialist at McAdam Financial, your primary responsibilities include managing client experiences at seminars and workshops, scheduling appointments, organizing prospect pipelines, and tracking attendance metrics. You'll also engage with clients during events, troubleshoot issues, and ensure a smooth flow of logistics, which is essential for enhancing client satisfaction.