Client Development Specialist – Inside Sales

About the role

The Client Development Specialist ("Dreamweaver") plays a key role in growing Drake & Associates by deepening relationships with existing clients and creating opportunities for referrals, introductions, and continued engagement. Working closely with Financial Advisors, you will proactively connect with clients after strategy meetings to reinforce the value of their financial plan, ensure an exceptional experience, and ask for referrals when appropriate.

Key responsibilities

• Conduct proactive outbound calls to existing clients after advisor meetings to strengthen relationships and request referrals.
• Build strong, personalized follow‑up communication that creates a memorable client experience.
• Generate a minimum of three qualified referrals per week by asking satisfied clients for introductions.
• Identify additional client needs, outside assets, and family members who may benefit from planning.
• Gather client testimonials and online reviews through timely outreach.
• Coordinate resolution of service concerns with internal teams and advisors.
• Support marketing in planning and executing client appreciation events and follow‑up.
• Document conversations, referrals, and opportunities in Salesforce and use ActiveCampaign for ongoing communication.

Required profile

• 2+ years of experience in inside sales, business development, or account management with outbound phone outreach.
• Demonstrated ability to build trust, influence conversations, and confidently ask for referrals.
• Bachelor's degree preferred.
• Strong verbal and written communication skills and a client‑focused mindset.

Required skills

• Salesforce
• ActiveCampaign
• Google Workspace