Who we are: Capita is a large Registered Investment Advisor firm growing at a fast pace. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. We are adding clients every week, and we need your talents and energy at our firm!

Job: Full-time, Monday – Friday, 9am-5pm

Location: Draper, UT

Duties/Responsibilities:

Identify and research potential clients through various channels such as networking, referrals, and industry events to build a robust pipeline of prospects.
Establish and maintain strong relationships with prospects and existing clients, fostering trust and open communication.
Stay updated on market trends, industry developments, and competitor offerings to position the firm’s services effectively.
Create and maintain a database of potential clients for follow-up and nurturing.
Engage with former clients and current contacts to leverage referrals and warm leads.
Actively participate in community events and local organizations to enhance the visibility of the company.
Stay informed about market trends, including competitor offerings and industry developments.
Analyze client needs and preferences to tailor the approach for lead generation.
Work closely with the sales and marketing teams to align lead generation strategies with overall company goals.
Share insights and feedback from prospects with the team to enhance service offerings and marketing initiatives.

Required Skills/Abilities:

Ability to identify potential clients and analyze market trends, client needs, and competitor offerings to optimize strategies for client acquisition.
Strong ability to build and maintain relationships through professional networking, referrals, and industry events.
Excellent verbal and written communication skills to effectively engage with prospects and existing clients, fostering trust and collaboration.
Strong motivation to meet and exceed lead generation targets, demonstrating persistence and resilience in follow-ups.
Flexibility to adjust strategies based on feedback, market changes, and client needs, ensuring responsiveness and effectiveness.
Strong organizational skills to prioritize tasks, manage multiple leads simultaneously, and meet deadlines effectively.

Education and Experience:

1-2+ years in a role where relationship-building with clients is key.
Familiarity with financial products, investment strategies, and market trends is a plus but not required.
Continuous learning and training in sales techniques and financial services can enhance effectiveness in the role.

We offer competitive pay and a great opportunity for learning and growth. Our benefits include medical, dental, and vision with a generous company contribution and match to a qualified HSA. Basic life, AD&D, and Long Term Disability all paid by Capita! 401k plan with company match after 6 months of employment. Paid time off and 12 paid holidays!

The safety and security of our employees and our clients is top priority. All offers of employment at Capita Financial are contingent upon a clear background check.

Capita Financial Network

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