What you will do: • Targeted calling of end-investors / client leads coming in through financial professionalsâ (FPâs) pipeline via LeadEngine program, powered by SmartAsset. • Leveraging MarketingCentral via respective FPâs profile to set up drip campaigns to nurture leads. • Social media research identifying and contacting lead as part of nurture process. • Outbound call support for select FPs in LeadEngine program, setting appointments for FP. • Create opportunities for FPs by making outbound calls daily as well as taking daily inbound calls from leads. • Track activity (daily/monthly/quarterly) and record results against specific goals and metrics. • Other duties as assigned. What you need to have: • Innovative self-starter with a strong work ethic • Excellent telephone, written and verbal communication skills • Recent graduate • 1-3 years of experience working within the financial services space or sales experience