Partner Integration Associate

Job overview

The Partner Integration Associate role is an onsite, part-time position in Auburn, IN, with hourly pay of $17 and an uncapped $200 bonus per qualifying meeting held. The posting also lists an in-office option in Plano, TX. The role supports the Partner Integration Team’s efforts to identify financial advisors who may be potential merger or acquisition prospects. The associate contacts advisors from company-provided lists, qualifies potential prospects, and schedules introductory meetings with the Chief Business Officer and Partner Integration Advisor. Accurate CRM documentation and follow-up help the team manage its lead-generation process and assess potential partnerships.

What you'll do

• Learn and execute the merger and acquisition lead-generation system
• make outbound calls and use other communication methods to contact prospects
• document conversations and create and follow up on tasks in CRM software
• schedule introductory meetings
• follow relevant policies and regulations
• maintain daily timecards and meeting data.

What we're looking for

Skills & competencies

partner integration associate

outbound calls

lead generation

mergers and acquisitions

financial advisors

salesforce

crm documentation

auburn in

plano tx

part-time

$17/hour

$200 per qualifying meeting

Work arrangement

• Weekend coverage required

Benefits & perks

• Uncapped bonus opportunity of $200 per qualifying meeting held.

Why this role

Set-your-own-schedule opportunity for 15–29 hours per week, Monday–Friday within 9 a.m.–5 p.m. Eastern Time. The posting lists a $200 bonus per qualified meeting held.

About the employer

CX Institutional LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.