Sales

• Create and establish sales objectives by forecasting and developing sales targets with our technology stack
• Communicate effectively with potential customers, providing superior Customer Service.
• Coordinate and communicate with management frequently to generate leads and sales.
• Critical thinker that can think outside the box
• Submit sales activity reports and updates to management, maintain a clean pipeline and updated records for all leads and customers.
• Utilize previous sales experience to create connections and generate leads.
• Adhere to company policies, procedures, and DRIVEN values to provide accurate representation of the Company.

Sales Intern

Senior Account Manager – Retirement

Account Strategist

Account Manager

Account Manager – Retirement

Associate Sales Consultant – Workplace