Senior Inside Sales Associate

Job Summary

A company is looking for a Sr. Inside Sales Associate to engage with prospective clients and promote financial planning services.

Key Responsibilities

• Engage prospects in dialogue to identify needs and support their objectives
• Promote financial planning products and services to convey how they can address client needs
• Build prospect profiles and collect crucial client information for financial planners

Required Qualifications

• 5+ years in a sales-based contact center environment; financial services experience is a plus
• Proven ability to drive results from an assigned book of leads
• Strong interpersonal skills and experience with emotional intelligence
• Desire for coaching and development opportunities
• Bachelor's Degree preferred