Position Details
About this role
This role involves proactively finding new customers, cultivating relationships, and collaborating with departments to expand business opportunities in a remote setting within the financial services industry.
Key Responsibilities
- Find new potential partners
- Create new business opportunities
- Collaborate with departments
- Maintain customer relationships
- Use CRM and social media tools
Technical Overview
The position requires experience with CRM tools like Pipedrive, virtual communication via Zoom, and skills in sales development and lead generation.
Ideal Candidate
The ideal candidate is a proactive, organized sales professional with experience in customer service and lead generation, preferably within the financial services industry. They should be self-motivated, curious about industry trends, and skilled in using CRM tools like Pipedrive and virtual meeting platforms like Zoom.
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 proactive sales skills, No experience with CRM or customer outreach, Unwillingness to work remotely, No experience in financial services industry
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