Potential for additional $2,500 – $4,400 performance-based bonuses
Health, dental, vision & life insurance
Paid time off
Employer-sponsored retirement plan
Career growth and advancement opportunities

\nAbout our company:\n\n

Econologics® Financial Advisors is a fast-growing Registered Investment Advisory firm and insurance agency based in Largo, FL.
We specialize in helping private practice owners and associates across the U.S. take control of their finances through a proven, results-driven financial planning system.
We are not a slow corporate office—we are a high-energy, growth-focused team committed to delivering results for our clients and building successful careers for our people.

\nWhy you should join us:
\nThis is not just another sales assistant job:\n\n

Be part of a fast-growing company with real momentum
Work in a dynamic, team-oriented environment
Help prospective clients begin their financial planning journey
Enjoy real career growth opportunities (we promote from within)
Make a meaningful impact on our firm’s continued growth

\nOur Location: 2401 West Bay Drive, Suite 603 Largo, FL
\n
\nYour mission as a Client Acquisition Assistant:
\n
\nWe are looking for someone who will support our firm's client acquisition efforts by keeping prospective clients engaged and moving forward throughout the financial planning sales process. This position works closely with our Financial Advisors and Marketing team to create a professional and seamless experience from initial contact through onboarding.
\n
\nThe ideal candidate is personable, organized, confident on the phone, and motivated by helping prospective clients take the next step toward achieving their financial goals. Responsibilities include lead follow-up, appointment scheduling, CRM management, agreement and payment collection, client onboarding support, and assisting with live events.
\n*No advisor or insurance licenses are required for this position.
\n
\nClient Acquisition Assistant duties & responsibilities:\n\n

Follow up with new and dormant leads
Schedule and confirm appointments
Ensure completion of pre-meeting requirements
Obtain signed agreements and payments
Maintain accurate CRM records and activity tracking
Support onboarding and transition of new clients
Travel to and assist with live event activities and lead follow up
Interact with event attendees and collect lead information
Schedule appointments with qualified prospects

\nRequired experience and qualifications:\n\n

Minimum 1+ year of experience in customer service, appointment setting, sales support, or a similar client-facing role
Excellent communication and professional phone skills
Strong organizational and multitasking abilities
Excellent attention to detail and accuracy
Experience using CRM software and Microsoft Office
High school diploma or equivalent
Clean background check required
Professional appearance and strong written and verbal communication skills
Valid driver's license
Ability to work full-time in our Largo office

\nPreferred soft skills and personality traits:\n\n

Positive and energetic attitude
Strong work ethic and personal accountability
Persistence and resilience
Strong relationship-building skills
Professional and mature demeanor
Self-motivated and proactive
Adaptable and willing to learn
Strong follow-through and commitment to completing tasks
Team-oriented mindset
Genuine desire to help others succeed

\nIMPORTANT: We do not process phone applications. Qualified candidates will be contacted to schedule a phone interview. Thank you for sending your application online.","recruiterSignatureHtml",["D",1790344309000],"formBundle",{"_81":82,"_83":481},[482,483,484,485,486,487,488,489,490,491,501,502,503,504],{"_57":86,"_87":64,"_88":89,"_90":13},{"_10":92,"_57":26,"_93":16,"_94":95,"_96":97,"_98":99,"_100":13},{"_10":102,"_57":26,"_93":16,"_94":103,"_96":104,"_98":105,"_100":13},{"_10":107,"_57":26,"_93":16,"_94":108,"_96":109,"_98":110,"_100":13},{"_10":112,"_57":26,"_93":113,"_94":114,"_96":115,"_98":116,"_100":13},{"_10":118,"_57":119,"_93":16,"_94":120,"_96":121,"_98":122,"_100":123},{"_10":125,"_57":26,"_93":16,"_94":126,"_96":127,"_98":128,"_100":13},{"_10":130,"_57":26,"_93":16,"_94":131,"_96":132,"_98":133,"_100":13},{"_10":135,"_57":26,"_93":16,"_94":136,"_96":137,"_98":138,"_100":123},{"_10":140,"_57":141,"_142":143,"_93":16,"_94":144,"_96":-5,"_145":492,"_98":172,"_100":123},[493,494,495,496,497,498,499,500],{"_66":148,"_149":150},{"_66":152,"_149":153},{"_66":155,"_149":156},{"_66":158,"_149":159},{"_66":161,"_149":162},{"_66":164,"_149":165},{"_66":167,"_149":168},{"_66":170,"_149":171},{"_10":174,"_57":175,"_93":16,"_94":176,"_96":-5,"_98":177,"_100":123},{"_10":179,"_57":175,"_93":16,"_94":180,"_96":181,"_98":182,"_100":13},{"_10":184,"_57":119,"_93":16,"_94":185,"_96":-5,"_98":186,"_100":13},{"_10":188,"_57":119,"_93":16,"_94":189,"_96":-5,"_98":190,"_100":13},"stateCode","countryCode",{"_443":444,"_127":441,"_132":442,"_417":455,"_456":386,"_65":457,"_69":458},"actionData","errors"]