Identifying, Contacting, and Qualifying B2B, B2B2C and University partnership sales leads that result in sales
Responsible for lead development, cultivation and sales conversions
Contact corporate and University clients to build meaningful and long lasting relationships to generate qualified B2B and B2B2C sales leads through outbound calls, email, webinars, site visits, and conferences
Responsible for account management on assigned accounts and Universities
Work closely with Wealth Management Specialists to ensure qualified leads result in sales and meeting revenue goals
Schedule and conduct Wealth Management webinars and follow up with attendees to generate qualified sales leads
Partner with sales to ensure established goals are met
Work closely with Marketing to ensure appropriate collateral is used for trade shows and site visits
Work with necessary teams to ensure client initiatives are supported throughout the sales process
Maintain current working level of knowledge on Wealth Management offerings
Requirements
Bachelor’s degree or equivalent education and experience in Business, Marketing, or any relevant field
1+ years of experience in Sales
Must be familiar with SalesForce
Microsoft Office knowledge
Hands on experience with multiple sales techniques
Excellent verbal and written communication skills
Effective small group presentation skills both in a live setting and via webinars
Ability to travel approximately 25% of the time (air/rail/car/overnight)
Ability to successfully collaborate and influence without authority
Benefits
Remote work provides a flexible work/life balance
Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure)
Our Gift of Knowledge Program provides tuition assistance and substantial discounts for our employees and close family members
Comprehensive health benefits new hire eligibility starts on day 1 of employment
Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day to participate and give back to our local communities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.