Job Summary

McAdam Financial is among the fastest-growing companies in America and is nationally recognized as one of the best financial advisory firms by USA Today, The Wall Street Journal, and Reuters. First established in 2008, McAdam Financial has helped thousands of people and families plan fruitful and Financially Advanced™ futures.

McAdam seeks a service-minded Client Development Specialist to support the Firm’s Company Based Marketing (CBM) initiative. This role is integral in helping with seminar prep, presentation, and post-work. The ideal candidate for this position will have experience in a business development or sales role setting appointments both in person and over the phone; experience hosting client or prospect events; has a proven track record of achieving desired metrics;is an effective public speaker; and is organized, adaptable, and energetic.

Responsibilities

Manage the client experience at seminars and workshops
Schedule phone appointments while in person at seminars
Organize and manage an extensive prospect pipeline
Attend team meetings and training calls
Review qualifying information before seminars to prioritize top attendees
Confirm calls as needed, primarily for high-priority RSVPs
Set up venues for dinners and workshops, including all equipment
Greet attendees at seminars
Conduct introduction of presenter
Troubleshoot throughout the presentation as needed
Observe attendees during the presentation for feedback
Track attendance and report metrics
Break down venue
Follow up with thank you calls and/or written notes
Call confirmed RSVPs who no-showed at the presentation
Follow up with prospects who reschedule or miss their introductory call
Prepare seminar, sales, and other reports when requested
Help launch additional marketing initiatives as needed
Confirm introductory prospecting calls
Conduct introductory prospecting calls as needed

Soft Skills

Excellent public speaking
Effective appointment setting skills
Business/client development skills
Strong organization
Outstanding interpersonal communication
High-quality logistical thinking
Consistent adaptability
Quick critical thinking
Great social aptitude

Requirements

Bachelor’s degree
2-4 years of sales, event planning, or call center experience
2 years of client relations experience
Proficiency in Microsoft 365 (Outlook, Excel, SharePoint, etc.)
High technological literacy
Flexible availability (Most nights with a fluid daytime schedule)
Ability to thrive in pressure situations
Ability to work from a remote location
Ability to follow instructions and reporting processes
Ability to be a part of a team and collaborate regularly

Job Type: Full-time

Pay: $65,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Shift:

Day shift
Evening shift

Supplemental Pay:

Bonus opportunities

Education:

Bachelor's (Required)

Experience:

Customer relationship management: 2 years (Required)
Sales: 2 years (Preferred)
Call center: 2 years (Preferred)
Event planning: 2 years (Preferred)

Willingness to travel:

25% (Required)

Work Location: Hybrid remote in Philadelphia, PA 19103

McAdam Financial

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