Job Description
Job Description
Prospect Success Manager
Retirement Planning | Wealth Management | Estate Planning
Full-Time | Manalapan, NJ
We're not looking for another assistant.
We're looking for someone who loves creating an incredible client experience.
Every week families attend our educational retirement workshops because they're worried about retirement taxes, investments, income planning, and protecting their families.
After they meet us, many are overwhelmed.
Your mission is simple:
Make sure no qualified family ever falls through the cracks.
If you enjoy taking ownership, building relationships, talking with people, organizing moving parts, and making sure everyone feels taken care of, this may be the perfect role for you.
This is NOT a receptionist position.
You'll be the first face prospects see when they walk into our office.
You'll attend our retirement workshops (approx 4 nights/month).
You'll know every prospect by name.
You'll help guide them from "I'm just looking" to becoming lifelong clients.
When people leave a meeting with us, you'll make sure they know exactly what comes next.
You'll stay in touch.
You'll answer questions.
You'll follow up.
You'll gather paperwork.
You'll encourage them.
You'll celebrate when they become clients.
Your mission
You own the prospect journey.
From seminar registration through becoming a client.
You'll constantly ask yourself:
"What does this family need next?"
What you'll actually do
- Welcome visitors to our office
- Attend evening retirement seminars (2–4 per month)
- Call seminar registrants beforehand
- Confirm attendance
- Handle reminder calls
- Follow up with no-shows
- Schedule first appointments
- Screen prospects before appointments
- Keep every prospect engaged between meetings
- Ensure statements, tax returns and other documents are received before review meetings
- Coordinate emails, educational materials and follow-up calls
- Track every prospect through our CRM
- Work closely with the advisors so nothing falls through the cracks
- Help coordinate client appreciation events
- Look for ways every week to improve the client experience
You might be perfect if...
You genuinely enjoy talking with people.
You remember names.
You notice details.
You don't wait to be told what needs to be done.
You like checklists.
You love solving problems.
You get satisfaction from finishing things.
You believe every person deserves to feel cared for.
You are comfortable making dozens of phone calls.
You don't mind politely asking someone for their tax return three times.
You are organized enough that nothing slips by unnoticed.
Bonus if you have experience in
- Financial services
- Insurance
- Wealth management
- Estate planning
- CRM systems (ours is somewhat unique - we'll train)
- Appointment setting
- Event coordination
What success looks like
Six months from now...
Every seminar attendee receives world-class follow-up.
Appointments are confirmed.
Documents arrive before meetings.
Prospects always know the next step.
Our advisors spends their time advising families—not chasing paperwork.
Clients rave about the experience before they've even hired us.
Compensation
Competitive salary
Performance bonuses
Paid vacation
Opportunity for growth
A chance to genuinely improve people's lives.
Here's what we're NOT looking for
Someone who simply answers the phone.
Someone who waits to be told what to do.
Someone who just checks boxes.
We're looking for someone who takes ownership.
If that sounds like you, we'd love to meet you.
Oh, let's not forget the bonuses!!!!
When you send us your resume and cover letter, please be sure to include, "I'm the rock star you're looking for" and we will know you can read and follow instructions!
Please don't respond unless you tick off most of the boxes above. We really would like someone within 25 miles of the office. Can't wait to meet you!
Company DescriptionWe help families with some of their toughest issues regarding their loved ones and their retirement.
Company Description
We help families with some of their toughest issues regarding their loved ones and their retirement.