Account Executive

• Database Management: Accurately enters and maintains client information in our CRM system.
• Outreach: Makes outbound calls to prospective clients who have shown interest in our services or have been referred to us.
• Engages in meaningful conversations to understand the needs and concerns of potential clients and provide information about our services.
• Maintains regular follow-up with potential clients to answer questions, address concerns, and assist them in the decision-making process.
• Schedules initial consultations and appointments for clients with our clinical team.
• Coordinates with clinical team to ensure a smooth transition for professionals referring clients to us.
• Gathers and communicates client feedback to help improve our services and sales process.
• Collaboration: Collaborates with outreach team and marketing to follow up on referrals, community partnerships, and leads from campaigns and events.
• Work closely with the marketing and clinical teams to ensure a seamless client experience.
• Contributes to the development and refinement of lead generation strategies.

Inside Sales Representative

Sales Representative

Account Executive

Mortgage Retail Sales Consultant – SAFE

Sales Representative

Outside Sales Representative