? Petrelli Previtera is seeking a driven and personable Sales and Intake Specialist to join our team and help us provide... and contribute to the continued growth of the firm. Why This Role Matters: The Sales and Intake Specialist is the first point...
advisor(s) to meet the needs and objectives of the client and will serve as the primary point of intake for a majority... management data (i.e. pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments...