Position Details
About this role
This role involves making outbound calls, managing prospects, onboarding new producers, and collaborating with internal teams to increase sales and market presence in the financial services division.
Key Responsibilities
- Make daily calls to prospects
- Develop new relationships
- Manage sales pipeline
- Coordinate onboarding
- Collaborate with sales managers
Technical Overview
Focuses on sales development within financial services, utilizing CRM tools like Salesforce.com, conducting webinars, and managing pipelines to meet sales targets.
Ideal Candidate
The ideal candidate is a proactive sales professional with at least 4 years of experience in financial services, strong CRM skills, and a proven track record in developing new producer relationships and increasing sales through outbound calls and webinars.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of outbound sales experience, No CRM experience, Inadequate knowledge of financial services industry
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