Client Acquisition Specialist

1 week ago


Singapore Summit Talent Full time $13,200 - $39,600 per year

About the Role:

We are seeking a proactive and results-driven Client Acquisition Specialist to join our team. The ideal candidate will have at least 1 year of experience in sales or customer service and will be responsible for generating client appointments through outbound calls and lead engagement for our Client Portfolio Advisory services.

Key Responsibilities:

  • Conduct outbound calls to prospective clients to generate appointments and business opportunities.
  • Manage and follow up on leads to maintain a healthy sales pipeline.
  • Understand clients' needs and effectively communicate the value of the company's Client Portfolio Advisory solutions.
  • Maintain accurate records of client interactions and appointments in the CRM system.
  • Collaborate with the advisory team to ensure seamless handover and conversion of leads.
  • Achieve individual and team targets for client acquisition and appointments.

Requirements:

  • Minimum 1 year of experience in sales, business development, or customer service.
  • Strong communication and interpersonal skills.
  • Comfortable with cold calling and lead generation.
  • Results-oriented, self-motivated and able to work independently.
  • Basic understanding of financial advisory or investment solutions is a plus but not required.


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