Business Development Cold Caller (Wealth Management Seasonal Client Associate)

Job Description:

Job Description

The Business Development Cold Caller is responsible for contacting prospective clients to generate interest in setting appointments for one of the largest Financial Services team in Houston. Must be able to deliver a clear and consistent message to develop interest with executives at various companies. The ideal candidate is a talented communicator who can balance scripted parts of the call with interpersonal skills and critical thinking.

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Essential Duties and Responsibilities:

•        Tasked with prospecting new clients through cold calling

•        A script and lead list will be provided.

•        Perform follow up such as sending out marketing literature and scheduling appointments for Senior VP

•        Responsible for generating attendance for seminars via calling efforts

•        Work cooperatively with the business development team to present a cohesive and smooth sales process

Qualifications:

•        Ability to work effectively and professionally with employees at all levels of a Corporate organization

•        Must have Strong Verbal and Written Communication Skills

•        Must have Strong Organizational and Time Management Skills

•        Must be a Self-Starter

•        Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience required

•        Knowledge of investment and banking products, policies & procedures desired

•        Strong client service & technical skills (MS Word & Excel)

•        Prior telemarketing experience a plus

Flexible Part-time schedule - Monday through Friday during the hours of 7:30  to 4:00 not to exceed 19 hours/wk

Starting Pay: $21.00/hour

General Job Description: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Seasonal support for peak periods, which typically last 3-6 months

Please be advised that Merrill Lynch does not offer sponsorship for visa petitions or other work authorization, nor will the company provide relocation assistance, for this position

Shift:

1st shift (United States of America)

Hours Per Week: 

19