Root Financial

Onboarding Specialist

• Run 20+ Fit Calls per week with inbound prospects
• Quickly assess fit based on assets, timeline, goals, and personality
• Identify the specific financial pain points driving each prospect's interest
• Communicate Root's value proposition with clarity and confidence
• Navigate common objections around fees, investment minimums, and timing
• Match qualified prospects to the right advisor based on personality, availability, and expertise
• Document call notes and next steps in our CRM
• Coordinate follow-up with prospects who need more time before moving forward
• Disqualify non-fits with care. Every person should leave the conversation feeling heard, regardless of outcome

Client Onboarding Consultant