Inside Sales

• Providing accurate and efficient administrative and sales support to advisors and internal teams, particularly in relation to insurance and financial products, sales structures, regulatory documentation, and internal processes
• Acting as a key liaison between financial advisors, BDMs, MGAs, and internal teams to ensure clear communication
• Managing, maintaining, and distributing sales concepts, tools, and presentations related to financial solutions, including inventory management in collaboration with the sales team
• Supporting advisor engagement and development by onboarding advisors, presenting available tools and support, and conducting follow‑ups after sales activities, training sessions, or strategic announcements
• Tracking and analyzing sales activities and results to provide relevant metrics, reports, and enhanced visibility to support sales performance and decision‑making
• Producing customized lists of advisors, partners, and sales contacts, while maintaining up‑to‑date advisor segmentation based on business profile, potential, and client needs

Inside Sales Specialist

• Drive increased market share through achieving/exceeding sales results
• Foster client relationships and provide exceptional customer experience
• Utilize interpersonal skills to develop rapport and trust with customers
• Align appropriate solutions to best serve customer needs
• Develop a strong corporate and personal brand
• Execute all required administrative requirements to create/process contracts
• Collaborate with internal stakeholders to deliver ultimate customer experience
• Engage in coaching sessions for professional development
• Consistently meet customer commitments and follow up requirements

Personal Benefits Consultant – Inside Sales Professional

• Respond to customer inquiries and provide product, pricing, and lead-time information.
• Prepare accurate and competitive quotations, including support for special pricing requests and bid-spec tenders.
• Follow up on quotations and sales opportunities to support conversion and customer responsiveness.
• Coordinate opportunities from initial inquiry through to successful order entry, ensuring a smooth handoff to Project Coordinators and Project Managers.
• Liaise with customers, vendors, engineers, and internal teams to confirm project requirements and support project success.
• Review project specifications and drawings to assist with product selection and pricing.
• Track opportunities, timelines, and customer requirements, proactively identifying and escalating risks as needed.
• Maintain accurate and up-to-date information within ERP and CRM systems.
• Support the preparation of technical submittals, documentation, and drawing packages.
• Communicate proactively with customers regarding order status, lead times, and product details.
• Manage multiple priorities and respond effectively to urgent requests in a fast-paced environment.
• Contribute to continuous improvement initiatives and support overall team efficiency.
• Other responsibilities as assigned.

Inside Sales Associate

• Responsible for obtaining mortgage business volume from independent brokerage firms
• Provide ongoing support to broker community
• Field broker inquiries and prospect new business
• Contribute to operational improvements

Inside Sales Manager

• selling laboratory service products to customers with HPLC, LC/MS, GC, GC/MS, UV-Vis, CE and networked data systems
• focusing on acquiring new customers as well as retaining and growing existing contract customers
• collaborating with Agilent’s Service Delivery team, Operations, Instrument Sales, and Consumables Sales teams

Inside Sales Account Manager – Services & Support Division

• Drives sales results for designated mutual fund/ETF products through non-affiliated or third-party Advisory intermediaries
• Works closely with partnered wholesaler, maintains consistent and clear communication at all times
• Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new investment advisors
• Organizes and arranges regular conference calls and presentations to promote new strategies
• Adheres to all compliance, regulatory, and legal guidelines

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Inside Sales Specialist

Personal Benefits Consultant – Inside Sales Professional

Inside Sales Associate

Inside Sales Manager

Inside Sales Account Manager – Services & Support Division

Associate, Internal Sales, Intermediary Distribution