Sales Development Representative
New
I
Infinity Recruitment SolutionsFinancial Services
Fully remoteContract
Salary55,000 - 200,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Required Skills
- Data AnalysisAccount ManagementLead GenerationCRM
Requirements
- Proven experience in account management or a similar role within the financial services industry.
- Strong background in sales with demonstrated success in lead generation and closing deals.
- Familiarity with market trends and ability to analyze data effectively.
- Excellent verbal and written communication skills.
- Ability to manage multiple accounts simultaneously with attention to detail.
- Previous experience in cold calling and upselling.
- Must be comfortable with 1099 contractor status.
Responsibilities
- Develop and manage client accounts by providing tailored financial solutions that meet individual needs.
- Conduct market analysis to identify trends and opportunities for clients.
- Engage in inside sales activities, including calling warm lead potential clients to generate sales.
- Utilize upselling techniques to enhance client portfolios and increase overall satisfaction.
- Analyze financial data to provide informed recommendations and strategies for clients.
- Maintain accurate records of client interactions and transactions within the CRM system.
- Collaborate with team members to achieve sales targets and improve service delivery.
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