Search Results: 17 vacancies
...Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and...
CRM
Full time
Part time
Immediate start
...goals of the department.
This position's responsibilities include, but are not limited to:
* Using Campus Solutions along with the CRM to process applications
* Using the Imaging system including Workflow to track applicants' information such as application form,...
CRM
Work experience placement
Immediate start
Worldwide
...have 100+ agents and no local mortgage originators.
Lead generation for both in-house agents and outside agents.
AI powered CRM identifies most active prospects.
In-house processing and underwriting.
Flexibility to work remotely from anywhere.
No...
CRM
Local area
Immediate start
Remote job
Work from home
...Job Duties and Responsibilities:
Generate and qualify opportunities
Document sales by creating and updating customer records in CRM
Source and develop client referrals
Prepare sales action plans
Maintain customer database
Make sales calls to new and existing...
CRM
Contract work
Local area
Long distance
Flexible hours
....
Digital proficiency: Comfortable navigating digital platforms and tools. Proficient in using customer relationship management (CRM) systems, point-of-sale (POS) systems, and other relevant software applications. Ability to adapt to new technologies and embrace digital...
CRM
Full time
Local area
...as conduct presentations for employee groups ranging from 5 to 100+.
Core Responsibilities:
Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities
Respond...
CRM
Weekly pay
Work experience placement
Local area
...phishing scam, please visit the Department of Homeland Security s Cyber Smart website () to learn how to report it.
Associated topics: business, business advisory, business analysis, business analyst, business intelligence, client, crm, market, sales, senior consultant
CRM
Holiday work
Immediate start
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...required. We're looking for driven individuals ready to make an impact.
Core Responsibilities:
Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities...
CRM
Weekly pay
Work experience placement
Local area
...-motivation and a professional demeanor.
We are ready to give you a comprehensive education with access to all the cutting-edge CRM and follow-up systems, in addition to mastering scripts and conversations. You will also gain insight into generating online leads, business...
CRM
Full time
Part time
...of families in moving into a community or hiring in home care
Pilot new initiatives, tests, and processes (e.g., account scoring, CRM changes) in your territory and provide feedback to improve the tools and resources at your disposal
Qualifications
Bachelor...
CRM
Full time
Local area
...Responsibilities:
Respond to in-bound leads quickly.
Effectively manage a pipeline of hundreds of company provided leads using our CRM system and automated follow-up campaigns.
Continuously stay up to date on your assigned new home communities including regular...
CRM
Contract work
Local area
...Sales reporting and forecasting:
- Maintain accurate records of sales activities, customer interactions, and sales pipeline using CRM software or other designated tools.
- Provide timely sales reports and forecasts to sales management, highlighting achievements, challenges...
CRM
...and problem-solving abilities.
7. Analytical mindset with the ability to interpret sales data and market trends.
8. Proficiency in CRM software and other sales-related tools.
9. Results-driven and customer-focused mindset.
10. Ability to travel, if required.
We...
CRM
...potential at plan
Responsibilities:
Track monthly and quarterly performance and sales key metrics to ensure sales goals are met
Use CRM to compile a list of all leads to ensure agents have up-to-date information to move through the listing and closing process...
CRM
...Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-...
CRM
Full time
Part time
Immediate start
...virtual meetings with outside sales team
Desired Skills and Experience:
~ High school diploma or GED
~ Prior experience with CRM software; Gmail and Google work products
~ Ability to manage intranet tabs simultaneously
~1+ years of experience with outbound B...
CRM
Hourly pay
Holiday work
Full time
Remote job
Work from home
Weekend work
...equipment and software, including but not limited to laptops, keyboards, headsets, microphones, printers, scanners, tablets, cell phones, CRM software, use of email, and video conferencing tools.
Automobile driving and the ability to recognize and safely avoid hazardous...
CRM
For contractors
Local area
Work from home
