If you're the kind of person who likes the phone, likes the chase, and likes winning—this is built for you. Bright Wealth Management has grown to $150M+ in AUM in three years and is pushing toward $250M+ in 2026 . Our marketing engine (radio, TV, seminars, digital) creates opportunity. Your job is to convert it into qualified, scheduled appointments .
The Opportunity
This is not a passive scheduling role. You're the bridge between marketing and new clients—owning follow-up, qualification, objection handling, and pipeline discipline so advisors sit with the right people, every week.
Compensation & What You Get
* $70,000 - $80,000 Base Salary + performance bonuses (uncapped earning potential)
* Consistent inbound lead flow from weekly marketing campaigns
* Opportunity to grow into larger roles as the firm scales
* Brand-new, modern office environment in Phoenix/Scottsdale
What You'll Do
* Contact all new marketing leads within 24-48 hours and run daily outbound follow-up
* Qualify prospects by assets, needs, and fit with Bright's planning process
* Overcome objections and create urgency to schedule discovery meetings
* Confirm appointments, reduce no-shows, and rapidly reschedule missed meetings
* Collect key documents (statements, account info) so advisors walk into prepared conversations
* Keep CRM spotless: notes, stages, tasks, and follow-up plans
* Track and report performance metrics (calls, appointments, show rate, conversion)
Required Qualifications
* 2-5 years of sales / business development experience with measurable results
* Comfortable with 50+ outbound calls/day
* Strong phone presence, listening skills, and objection handling
* CRM experience (Wealthbox, Salesforce, HubSpot, or similar)
* High follow-through and attention to detail
Preferred
* Financial services / insurance / wealth management exposure
* High-ticket or consultative sales background
* Experience working a long-tail follow-up pipeline
If you can bring energy, consistency, and pipeline discipline, we would love to have a conversation with you! #J-18808-Ljbffr
The Opportunity
This is not a passive scheduling role. You're the bridge between marketing and new clients—owning follow-up, qualification, objection handling, and pipeline discipline so advisors sit with the right people, every week.
Compensation & What You Get
* $70,000 - $80,000 Base Salary + performance bonuses (uncapped earning potential)
* Consistent inbound lead flow from weekly marketing campaigns
* Opportunity to grow into larger roles as the firm scales
* Brand-new, modern office environment in Phoenix/Scottsdale
What You'll Do
* Contact all new marketing leads within 24-48 hours and run daily outbound follow-up
* Qualify prospects by assets, needs, and fit with Bright's planning process
* Overcome objections and create urgency to schedule discovery meetings
* Confirm appointments, reduce no-shows, and rapidly reschedule missed meetings
* Collect key documents (statements, account info) so advisors walk into prepared conversations
* Keep CRM spotless: notes, stages, tasks, and follow-up plans
* Track and report performance metrics (calls, appointments, show rate, conversion)
Required Qualifications
* 2-5 years of sales / business development experience with measurable results
* Comfortable with 50+ outbound calls/day
* Strong phone presence, listening skills, and objection handling
* CRM experience (Wealthbox, Salesforce, HubSpot, or similar)
* High follow-through and attention to detail
Preferred
* Financial services / insurance / wealth management exposure
* High-ticket or consultative sales background
* Experience working a long-tail follow-up pipeline
If you can bring energy, consistency, and pipeline discipline, we would love to have a conversation with you! #J-18808-Ljbffr
Client Acquisition Specialist in phoenix at Unknown Company
This position is listed as full time and onsite.