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Credent Wealth ManagementPosted 3 weeks ago

Partner Integration Associate

$35,360–$35,360 year

On-sitePlano, Texas, United States or Auburn, Indiana, United States

Part TimeSenior LevelMedium

Job Summary

Conduct outbound calls and emails to qualify financial advisors for merger and acquisition opportunities, documenting interactions and scheduling introductory meetings with the Chief Business Officer. Execute the M&A lead generation system by making a minimum of 20 calls and follow-up emails per hour while maintaining daily timecards and meeting data in Salesforce. Ensure compliance with all policies and regulations while working within a routine-driven environment. Earn an uncapped bonus of $200 per qualifying call and work set hours between 9am and 5pm Eastern Time, Monday through Friday, with a salary of $17 per hour.

Required Qualifications

  • High School Diploma
  • Excellent communication skills

Desired Qualifications

  • Business-to-business sales experiences, preferred

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