Mediabistro logo
job logo

Financial Services Prospecting Specialist

The Chamberlin Group, Saint Louis, MO, United States


A financial planning firm in St. Louis is looking for a Client Engagement Specialist to connect with prospective clients and manage lead scheduling. Responsibilities include conducting fit calls, maintaining CRM records, and collaborating with the marketing team. Ideal candidates should possess strong communication skills and preferably have experience in customer service or sales. This is a full-time position requiring evening work at least twice a month. #J-18808-Ljbffr