Assistant Solutions Advisor
New
Based in United StatesFull-TimeMiddle
SalaryCompetitive base salary ranging from $80,000 to $85,000 annually, plus commission opportunities.
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Job Details
- Experience
- 3+ years
- Required Skills
- Business DevelopmentSalesforceRelationship managementCRM
Requirements
- 3+ years of experience in business development, outbound sales, partnership development, or consultative selling roles.
- Strong preference for experience in financial services, wealth management, banking, or professional services environments.
- Proven ability to generate new business through networking, referrals, and strategic relationship building.
- Demonstrated success engaging and influencing executive-level stakeholders and decision-makers.
- Strong consultative selling skills with the ability to uncover client needs and articulate value-driven solutions.
- Excellent communication, presentation, and interpersonal skills across diverse audiences.
- Highly organized and self-directed, with the ability to manage multiple priorities in a remote environment.
- Proficiency with CRM platforms such as Salesforce or equivalent tools.
- Strong sense of ownership, accountability, and follow-through in a performance-driven environment.
Responsibilities
- Drive new business acquisition through outbound prospecting, networking, referrals, industry events, and strategic outreach initiatives.
- Build and manage a qualified sales pipeline, guiding opportunities through discovery, qualification, proposal discussions, and contract execution.
- Conduct consultative discovery conversations with decision-makers to understand business needs and position tailored service solutions.
- Develop and maintain strategic partnerships, referral channels, and centers of influence to support long-term revenue growth.
- Represent the organization at industry events, conferences, and networking opportunities to strengthen brand presence and generate leads.
- Maintain accurate pipeline tracking, forecasting, and activity reporting using CRM tools such as Salesforce or similar platforms.
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