Forward Wealth Management is seeking a motivated and enthusiastic Outbound Sales Lead Generation Associate to join our dynamic team for part-time work during the school year. This is a work-from-home position where you will be responsible for reaching out to mid to late career professionals, building rapport, and introducing our innovative retirement planning process, known as TRAC. The ideal candidate will be at ease initiating conversations with prospective clients, demonstrating excellent communication skills and a genuine interest in helping others navigate their financial futures. Your primary focus will be on relationship-building, as you set the stage for potential client engagement without directly selling products.

As an Outbound Lead Gen Associate, you will provide valuable insights about our firm and facilitate connections. This position offers essential sales experience, a skill that future employers will highly value across various industries. If you are a self-starter who enjoys connecting with people and is excited to contribute to our mission of empowering clients through strategic retirement planning, we invite you to apply.