Inside Sales Representative

Job Description

Job Description

Our team is rapidly expanding, and we’re searching for a driven inside sales representative! You’ll convert pre-qualified leads and turn former customers into repeat business. The successful applicant is incredibly persuasive and thrives on results. If you want to maximize your earning potential and are looking to grow your career in sales, please apply today! Compensation:

$35,000

• Use CRM software to maintain a database of current information on new sales opportunities as well as existing customers
• Generate repeat customers by persistently following up with existing customers via phone calls, emails, or other forms of communication
• Track sales cycle progress on a monthly and quarterly basis to make sure customer acquisition goals are met
• Close sales with qualified leads to generate new business and ensure the client’s needs are met
• Encourage potential clients to buy premium products and close the best possible deal

• Must have high school diploma or equivalent, a bachelor’s degree is preferred
• Working knowledge of CRM software and the sales process
• At least one year of experience as a sales representative
• Possess superb customer service skills, listening skills, presentation skills, and communication skills

Through a truly customized, holistic, and collaborative approach to financial planning, we help families not only protect but grow their retirements. Honesty, integrity, and reliability are the North Stars of our organization, and as an independent advisory firm, we’re empowered to let those attributes guide us.