What are the responsibilities and job description for the Client Engagement Specialist - Financial Planning Firm position at Mason Street Wealth Management?
~Be the First Voice of a Trusted Financial Firm~
Your voice opens the door.
Your conversations create opportunity.
Your results directly impact revenue.
We are looking for a confident, persuasive, and highly motivated Professional Phone Representative who knows how to control a conversation, overcome objections, and turn interest into action. If you thrive on performance, momentum, and measurable wins, this role is built for you.
What You’ll Do
• Speak with prospects and clients by phone with confidence and authority
• Follow up relentlessly with new and existing prospects—no lead left behind
• Set high-quality appointments for financial advisors
• Confirm and reconfirm scheduled appointments to maximize show rates
• Handle objections calmly, professionally, and effectively
• Move conversations forward and close for the appointment
• Document calls, outcomes, and next steps with precision
• Deliver a polished, professional client experience on every call
Who You Are
• Sales-oriented and competitive by nature
• Comfortable leading conversations and asking for commitment
• Skilled at handling objections without hesitation or defensiveness
• Self-motivated, disciplined, and driven by results
• Organized, reliable, and detail-focused
• Confident representing a professional financial firm
• Energized by goals, metrics, and daily performance targets
Experience & Qualifications
• Proven success in phone-based sales, appointment setting, or inside sales
• Strong verbal communication and listening skills
• Ability to follow structured call frameworks while sounding natural
• Experience with CRM systems and call tracking preferred
• Financial services, insurance, or advisory experience is a plus—but not required
What Success Looks Like
• High appointment booking and show rates
• Consistent follow-up and pipeline movement
• Professional, confident, and compliant phone presence
• Reliable performance day after day
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If you want a role where effort equals results—and where your performance actually matters—this is your seat.