Who We Are

ClientWise is the premier business and executive coaching and consulting firm working exclusively with financial professionals. We are interested in having a Community Manager join our Dallas headquarters. As a team, we exhibit the following Core Values: Respect, Forward-Thinking, Exploration, Honor Loyalty, Attentiveness, Service & Grit. Here, you will engage with a team dedicated to serving financial advisors and their teams supporting families for generations, committed to investing in human capital, and building an enduring firm.

What We Are Looking For

A growth-minded, natural conversationalist, excellent listener and target-driven rock star with an entrepreneurial spirit.  We need a self-motivated relationship builder who’s passionate about helping others and excels at hunting / prospecting new business while continuing to grow and consult with existing clients.

Responsibilities

• • Build our ClientWise customer base by prospecting a robust pipeline resulting in new opportunities and clients via digital, telemarketing, and introductions, using tried and true, as well as unique and creative methods.
  • Grow revenue by developing effective meaningful relationships and establish good rapport with existing clients and channel partners.
  • Responsible for achievement of quarterly and annual sales goals.
  • Utilize the CRM to ensure activities are documented properly, opportunities are forecasted accurately and adequate information regarding the prospect and/or opportunity is communicated and documented.
  • Maintain knowledge of market conditions and competitive activities.
  • Introduce additional professional services to existing clients as needed.
  • Document client professional business plans.

Requirements

• • 3+ years of Business Development and Sales experience 
  • 1+ years of experience of working and partnering with Financial Advisors
  • Possess an understanding of Enterprise Value language and Practice Management as it pertains to a financial advisory practice
  • Local to Dallas Area, this position will report to an office full time

 Preferred Qualifications

• • Bachelor’s Degree in Finance, Economics, or Business
  • Experience with Salesforce or other similar CRM tools
  • Ability to engage with clients and build rapport over the phone