Sales Associate

Job Summary

Engaging in daily outbound sales calls, the remote Sales Associate will identify and develop quality sales opportunities, handle lead generation, and provide exceptional client service while working full-time.

Key responsibilities:

• Identify, qualify, and develop sales opportunities through outbound and inbound calls
• Implement lead generation programs and call campaigns to acquire new clients
• Build trusting relationships with prospective clients to ensure exceptional service and satisfaction

Required qualifications:

• High school diploma required; bachelor's degree preferred in Business, Economics, Accounting, or Finance
• Experience in the financial services industry, particularly in inside sales or client service, preferred
• Weekend availability preferred
• Proficiency in Salesforce and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to work with high-level professionals and maintain confidentiality