Job Summary
A financial service firm has an open position for a Telecommute Financial Sales Consultant.
Individual must be able to fulfill the following responsibilities:
- Receive and work warm leads from interested clients
- Conduct proactive outreach calls to interested clients Manage CRM pipeline and schedule to maximize consulting
- Manage CRM pipeline and schedule to maximize consulting
Skills and Requirements Include:
- Experience using excel and Salesforce as a CRM
- Experience with sales or customer service
- Ability to work in a fast-paced growing environment
- Positive attitude and desire to learn and grow
- Strong listening skills with a focused empathetic and consultative ear
- Bachelor or Associate Degree