What We’re Looking For
M1 is seeking a highly motivated, client-focused individual with a passion for sales and client acquisition. The New Client Manager (NCM) will be focused on onboarding new clients (via outbound and inbound demo bookings) and driving funding during the first 90 days. Your mandate is to educate clients on M1’s platform and how it can help them achieve long-term financial well-being. As part of this process, you’ll help clients get onboarded and transfer assets to M1. After the initial period, clients will be handed off to a Client Success Manager (CSM) for ongoing support and engagement.
What You’ll Do:
- Develop an in-depth knowledge of all M1 products and offerings.
- Build trust and rapport with clients.
- Make outbound, proactive calls and messages to help existing clients better understand M1’s products and services.
- Respond to inbound client calls, messages, emails, and demo bookings in a professional and prompt manner (meeting SLAs and CSAT metrics).
- Market the M1 platform, onboard clients, and familiarize them with our offerings.
- Drive client satisfaction, asset growth, and product engagement.
- Ensure a smooth hand off to a Client Success Manager at the 90 day mark.
Day-to-Day Responsibilities:
- Proactively make a high volume of outbound calls and messages to new clients to familiarize them with M1’s services.
- Lead one-on-one product walkthroughs with clients.
- Manage campaigns, including prospecting and calling on new clients.
- Assist in the planning and ideation of various ongoing client webinars and campaigns.
- Ensure the CRM system is up to date and activities are accurately documented.
- Collect qualitative data to better assist product and marketing channels.
Qualifications:
- FINRA licensing (SIE, Series 7, and Series 63 or 66) or ability to obtain within 3 months.
- 1+ years of experience in sales or client service is preferred.
- Exceptional communication skills, both written and verbal, with the ability to build rapport, listen effectively, ask probing questions, understand concerns, and take proactive approaches.
- Client-focused with a passion for speaking to clients, answering queries, and solving complex issues.
- Ability to take direct, proactive ownership of client needs and projects.
- Strong work ethic, ability to manage competing priorities, and problem-solving skills.
- Long-term interest in sales or marketing.
- Keen interest in personal finance.
Work Hours:
Hours are from 8AM - 5PM CST, with inbound phone availability from 8AM - 3PM CST and a 1-hour lunch break. Work hours could be subject to change.
