Do you have the Gift of Gab?
Can you walk into a room full of strangers and leave with a dozen new friends?
Do people naturally trust you, enjoy talking to you, and remember you after they've met you?
Infinity Tax & Financial Planning is seeking an energetic, outgoing, relationship-driven professional to serve as the face of our firm. This is not a traditional administrative position. We are looking for someone who genuinely enjoys meeting people, creating connections, building excitement, and helping clients take action.
You will represent the Infinity brand through client outreach, event coordination, marketing initiatives, relationship building, and client engagement. You'll work directly with advisors and leadership to help strengthen client relationships, generate opportunities, and create exceptional experiences.
About Infinity
At Infinity, we believe financial planning should be personal, proactive, and relationship-driven. Our mission is simple: Protect. Grow. Use. Bestow. We help individuals, families, and business owners make smart financial decisions through integrated tax planning, financial planning, insurance, and wealth management services.
As our Business Development and Client Experience Specialist, you will often be the first impression that prospective clients have of our company -- and one of the lasting impressions that our existing clients remember.
Job Description:
Build Relationships
- Contact prospective and existing clients by phone, text, email, and in person
- Schedule appointments and help fill advisor calendars
- Conduct outreach campaigns for client reviews, seminars, educational events, and marketing initiatives
- Build rapport quickly and create meaningful client connections
- Maintain consistent follow-up with leads and opportunities
Be the Face of Infinity
- Welcome visitors and create an exceptional first impression
- Represent the company at seminars, networking functions, community events, and client appreciation events
- Confidently communicate our services, philosphy, and client experience
- Support advisors during events and presentations
Drive Seminar & Event Success
- Invite clients and prospects to educational workshops and special events
- Confirm attendance and manage follow-up communication
- Assist with event preparation, setup, registration, and client engagement
Support Marketing & Growth Initiatives
- Assist with marketing campaigns and client communication projects
- Gather testimonials, reviews, referrals, and client feedback
- Identify opportunities to strengthen client engagement and brand awarenes
Stay Organized
- Document client interactions and activity within our CRM
- Track outreach efforts and follow-up tasks
- Maintain accurate records and appointment scheduling
- Assist leadership with business development initiatives and special projects
What We're Looking For
Required Skills
- Excellent verbal communication skills
- Strong confidence speaking with people one-on-one and in groups
- Comfortable making outbound calls
- Strong relationship-building ability
- Positive attitude and professional appearance
- Strong organizational and follow-up skills
- Ability to multitask and prioritize effectively
Preferred Experience
- Sales
- Business Development
- Customer Service
- Hospitality
- Marketing
- Event Coordination
- Client Relations
Financial industry experience is helpful but not required. We can teach financial planning - we cannot teach personality, enthusiasm, work ethic, and genuine people skills!
Growth Opportunity
This position offers significant growth opportunities for the right individual. As our firm continues to expand, successful candidates may have opportunities to grow into leadership, marketing, client experience, business development, or advisor-support roles.
Comensation
- $15-$20/hour based on experience
- Full-time or Part-time opportunities available
- Performance and growth opportunities available for the right candidate
Final Question:
If we handed you a list of 100 clients, would you be excited to pick up the phone and start building relationships? If the answer is yes, we'd love to meet you.
Pay: $15.00 - $20.00 per hour
Benefits:
- Paid time off
- Professional development assistance
Work Location: In person
