Job Description

A customer acquisition specialist is responsible for attracting and securing new customers for a company. This role involve sales and marketing as well.

We help clients achieve their financial goals by developing personalized strategies for managing their money, investments, retirement planning, and other financial needs. We too provide expert guidance, assess clients' financial health, and work with them to build a roadmap to financial success. 

Job Responsibilities:

• Lead Generation: Developing and managing strategies to identify and attract potential customers through various channels. 
•  Market Research and Analysis: Conducting market research to understand target audiences and identify the best channels and strategies to reach them.
• Client Consultation and Assessment: Meet with clients to understand their financial needs, goals, and risk tolerance. Gather and analyze financial data, including income, expenses, assets, liabilities, and investments.
• Financial Strategy Development: Develop customized financial plans tailored to clients' specific objectives, such as retirement planning, tax efficiency, estate planning, insurance, or saving for college. Recommend investment strategies, asset allocation, and financial products that align with clients' goals and risk tolerance.
• Education and Advice: Explain financial concepts, products, and market trends to help clients make informed decisions. Offer guidance on budgeting, debt management, and saving strategies to enhance financial stability.
•  Performance Tracking and Optimization: Analyzing data to evaluate campaign success, adjusting strategies, and experimenting with new tactics to improve acquisition metrics.
• Ongoing Relationship Management: Regularly review clients' financial plans to adapt to life changes or shifts in the market. Maintain strong relationships with clients through periodic check-ins and proactive communication.

Job Requirements

 Required Skills and Qualifications:

• Minimum a Diploma in finance, economics, accounting, or a related field.
• Excellent communication and interpersonal skills.
• Analytical mindset and strong problem-solving skills.
• Possess own transportation.

Ideal Traits:

• High level of integrity and professionalism.
• Ability to empathize with clients and understand their unique financial situations.
• Comfortable working with numbers and data, with attention to detail.
• Have the drive for achievement and improvement - Self-reliant, discipline, opportunity-focused, action-takers, result-driven.
• Positive learning attitude, willingness to learn, coachable.

Skills