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Partner Integration Associate
Credent Wealth Management
Auburn, USA
Part-time
Entry
Onsite
USD 17-17 hourly / hour
Discovered 1 weeks ago
SalesforceCRM
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Key Skills for This Role
SalesforceCRM
Full Job Posting
Job Responsibilities
- Learn and execute the Merger & Acquisition (M&A) lead generation system
- Conduct outbound calls as well as other forms of communication with suspects
- Document conversations with suspects and creating and following up on tasks utilizing CRM software
- Remain knowledgeable of relevant policies and regulations to ensure compliance with all work activities
- Work with all other team members in a way that aligns with the mission, values, and beliefs of the company to provide customer service beyond expectations
- Role Expectations: PIAs are expected to meet / exceed basic performance expectations and recording practices:
- PIAs are expected to make a minimum of 20 calls, plus necessary follow-up emails per hour.
- Based on the minimum expectations of calls, the PIA role will have an hourly compensation of $17 per hour.
- Daily timecards and meeting data will be maintained by each PIA and approved by the Partner Integration Team Lead.
- PIAs have a bonus opportunity of $200 per qualified meeting held with the CBO/PI Advisor. This bonus is unlimited.
Definition of Qualified Meeting
The advisor has confirmed that they own their own client relationships
The advisor meets the minimum AUM requirement for their location opportunity $20M for Tuck-in $100M for New Location
$20M for Tuck-in
$100M for New Location
During the Intro call, CBO/PI Advisor confirms that the person is in a role that would qualify for our opportunity.
Requirements
- High School Diploma
- Excellent communication skills
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