Partner Integration Associate - Auburn

Only for registered members Auburn, United States

4 days ago

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Job summary

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.

  • Learn and execute the Merger & Acquisition (M&A) lead generation system

  • Conduct outbound calls as well as other forms of communication with suspects

  • Document conversations with suspects and creating and following up on tasks utilizing CRM software

  • Remain knowledgeable of relevant policies and regulations to ensure compliance with all work activities

  • Work with all other team members in a way that aligns with the mission, values, and beliefs of the company to provide customer service beyond expectations

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