W.A. Smith Financial Group located in Sheffield Village, OH is seeking a high-performance Client Engagement Specialist to serve as the first impression of our firm. This is not a front-desk or passive administrative role. This is a revenue-impacting position directly tied to: Lead response speed Appointment conversion rates Show rates You will engage prospective clients who have expressed interest in our services and ensure they experience urgency, professionalism, and clarity from the very first interaction. Speed = Trust. Preparation = Conversion. Follow-through = Growth. If you thrive in structured, performance-driven environments and want to be measured by results — keep reading. What You’ll Do: Engage all inbound leads generated from marketing strategies with urgency and professionalism Reduce response time to new inquiries Convert qualified prospects into scheduled Retirement Tune-Up appointments Execute confirmation and reminder processes to increase show rates Clearly explain what prospects can expect from their first meeting Maintain spotless Salesforce documentation Ensure advisors are fully prepared for each appointment Support structured follow-up strategies for open leads What an A-Player Looks Like in This Role: At W.A. Smith Financial Group, we operate by high standards An A-Player in this role: Is Hungry, Humble, and Smart Has a natural sense of urgency Does not wait to be told what to do Takes full ownership of outcomes Thrives with KPIs and measurable goals Communicates clearly and confidently Brings solutions, not excuses Keeps systems clean and organized Understands that effort alone does not equal results They take pride in reducing response time. They celebrate increased conversion rates. They care about precision. This Role Is Right For You If: You enjoy fast-paced environments You like being measured by performance You take ownership when something drops You follow through without reminders You communicate professionally and confidently You want career growth in a scaling organization This Role Is NOT Right For You If: You prefer reactive work instead of proactive follow-up You dislike metrics or accountability You struggle with organization and documentation You avoid difficult conversations with prospects You are uncomfortable being evaluated by performance results We do not tolerate mediocrity. We do not accept “good enough.” What We’re Looking For: Proven success engaging and converting prospects into appointments Strong urgency and follow-up discipline Excellent written and verbal communication skills High-level organizational ability Comfort with CRM systems (Salesforce preferred) What You’ll Get: Competitive Salary and Bonus Opportunities Health, dental, and vision insurance after 60 days Group life insurance AD&D life insurance 401(k) Paid holidays PTO Company-sponsored incentive trip if production goals are met Schedule: In office: Monday – Friday, 8:30am – 4:30pm Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at #J-18808-Ljbffr