Partner Integration Associate - Auburn - Credent Wealth Management

    Credent Wealth Management
    Credent Wealth Management Auburn

    2 days ago

    Description

    Partner Integration Associate

    Purpose:

    The Partner Integration Associate (PIA) position follows a strategic approach to identify financial advisors who may be ready to sell or merge their business with credent-wealth-management.

    • Contact and qualify potential merger & acquisition prospects for the company through outbound calls and emails.
    • Conduct research on target advisor suspects using Salesforce software, documenting conversations, creating tasks, scheduling meetings etc.

  • Work in company

    Partner Integration Associate

    Only for registered members

    The Partner Integration Associate position involves contacting financial advisors to qualify them as potential merger and acquisition prospects. · Learn and execute the Merger & Acquisition (M&A) lead generation system · Conduct outbound calls as well as other forms of communicat ...

    Auburn Part time

    1 month ago

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    Partner Integration Associate

    Only for registered members

    Position: Partner Integration Associate Pay: 17/hourly · Uncapped Bonus: $200 per qualifying call · Hours: Set your own schedule | 15-29 hours per week | Monday - Friday from 9am - 5pm Eastern Time  · Location: In Office in Auburn, IN or Plano, TX · Purpose:The Partner Integrati ...

    Auburn Part time

    4 days ago

  • Work in company

    Partner Integration Associate

    Only for registered members

    Position: Partner Integration Associate · Pay: 17/hourly · Uncapped Bonus: $200 per qualifying call · Hours: Set your own schedule | 15-29 hours per week | Monday - Friday from 9am - 5pm Eastern Time · Location: In Office in Auburn, IN or Plano, TX · Purpose: · The Partner Integ ...

    Auburn

    1 day ago

  • Work in company

    Partner Integration Associate

    Only for registered members

    The Partner Integration Associate position follows a strategic approach to identify financial advisors who may be ready to sell or merge their business with ours. · ...

    Auburn, IN

    1 month ago

  • Work in company

    Partner Integration Associate

    Only for registered members

    Position: Partner Integration Associate · Pay: 17/hourly · Uncapped Bonus: $200 per qualifying call · Hours: Set your own schedule | 15-29 hours per week | Monday - Friday from 9am - 5pm Eastern Time · Location: In Office in Auburn, IN or Plano, TX · Purpose: · The Partner Integr ...

    Auburn, IN

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    Office Administrator

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    Only for registered members

    Position Overview · Founded in 1987, Tempus Technologies is the expert leader of secure payments at the point of interaction. We're committed to developing exceptional point-of-sale payment integration technology and software solutions to meet the growing needs of our customers' ...

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