Sellers

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Buyers

Interested in a listing? Complete the buyer profile to be notified first when a new listing is published:

MyCompass

Whether you are a team of 1 or 100, SRG's open market of seller listings is at your fingertips in MyCompass.

Sign up for our free membership to complete a buyer profile and express interest in any listings you want to bid on. If you are a good fit, we will contact you to begin the deal process.

It is that simple.

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About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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Client Engagement Specialist

Core duties will include:

  • Develop sales opportunities by researching and identifying potential accounts.
  • Identify decision makers within targeted leads to begin sales process
  • Make outbound calls and answer inbound calls with perspective and current clients.
  • Communicate with perspective clients via telephone, email, direct mail, or other methodologies
  • Collaborate with team to determine necessary strategic sales approaches
  • Maintain and expand the company’s database of prospects
  • Emphasize service features and benefits, quote prices, discuss payment terms, and/or reports
  • Enter new customer data and update changes to existing client and account in CRM
  • Appropriately communicate brand identity and corporate position
  • Send proposals and engagement agreements
  • Attend conferences and events, as needed

Employment: Full-time; Monday-Friday (8:00am-5:00pm)

Benefits:

  • Paid twice per month (1st and 15th), direct deposit
  • 2 Weeks Paid Time Off
  • Holiday Pay
  • Paid Birthdays off
  • Paid Work Anniversaries off
  • Employer-paid medical/dental/vision insurance for employees
  • Employer-paid group insurance plans
  • 401k participation with employer contributions
  • Annual bonuses
  • Annual company-sponsored trips
  • Quarterly company-sponsored activities
  • Summer hours with flex-Fridays
  • Monthly wellness program
  • Free parking
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Contact us to apply

Email your resume and cover letter: careers@successionresourcegroup.com