Current jobs related to Retirement Inside Sales/ Phone - Plano - Retirement Planners of America

  • Inside Sales Representative

    3 weeks ago

    Plano, Texas, United States Deluxe Full time

    About DeluxeDeluxe is a leading provider of technology-enabled solutions for enterprises, small businesses, and financial institutions. Our mission is to help customers manage and grow their businesses through a range of innovative products and services.Job SummaryWe are seeking a highly motivated and results-driven Inside Sales Representative to join our...

  • Inside Sales Representative

    2 weeks ago

    Plano, Texas, United States DB Roberts Full time

    Job DescriptionDB Roberts is seeking a highly motivated and results-driven Inside Sales Representative to join our team. As a key member of our sales team, you will be responsible for driving sales growth and expanding our customer base in the fastener industry.Key Responsibilities:Develop and execute effective sales strategies to increase business with...

  • Inside Sales Representative

    3 weeks ago

    Plano, Texas, United States Deluxe Full time

    About DeluxeDeluxe is a leading provider of technology-enabled solutions for enterprises, small businesses, and financial institutions. Our mission is to help customers manage and grow their businesses through a range of innovative products and services.Job SummaryWe are seeking a highly motivated and results-driven Inside Sales Representative to join our...

  • Inside Sales Representative

    1 week ago

    Plano, United States Heilind Full time

    The major objective for this Inside Sales Representative position is to increase sales in your assigned territory through growing existing customer accounts, cultivating new accounts, and creating new business opportunities. You will be in a thriving environment handling established OEM and contract manufacturing (CM) accounts. Your goal is to take DB...

  • Inside Sales Representative

    1 week ago

    Plano, Texas, United States Heilind Full time

    Job SummaryWe are seeking a highly motivated and results-driven Inside Sales Representative to join our team at Heilind. As a key member of our sales team, you will be responsible for driving sales growth in your assigned territory through strategic account management, new business development, and exceptional customer service.Key ResponsibilitiesWork...

  • Private Client Adviser – Inside Sales

    4 weeks ago

    Plano, United States Fisher Investments Full time

    Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...

  • Private Client Adviser

    2 months ago

    Plano, United States Fisher Investments Full time

    Overview Calling all financial professionals looking for a role 100% focused on sales! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and...

  • Phone Sales Representative

    4 months ago

    Plano, United States EDWARD WOLFF & ASSOCIATES Full time

    Job DescriptionJob DescriptionJob Title: Phone Sales RepresentativeCompany Name: Edward Wolff & AssociatesLocation: Plano, TXPosition Type: Full TimeCompensation: Salary + Commission (Potential Six Figures)Job Description:Are you a dynamic and results-driven individual with a passion for sales? We are seeking an energetic Phone Sales Representative to join...

  • Inside Sales Representative

    4 weeks ago

    Plano, Texas, United States Advisors DFW Full time

    Inside Sales RepresentativeWe're seeking a highly motivated and career-driven individual to join our team as an Inside Sales Representative. This is a unique opportunity to work with America's self-employed small business owners and individuals, helping them access innovative and affordable benefit solutions.Work directly with self-employed small business...

  • Inside Sales Representative, Plano

    2 months ago

    Plano, United States BayWa r.e. Solar Systems LLC Full time

    Job DescriptionJob DescriptionSalary: About BayWa r.e.  BayWa r.e. Solar Systems LLC (BayWa r.e.) is dedicated to supporting local, independent installers -- the foundation of a robust and healthy solar industry. We offer best-in-class products coupled with unrivaled customer support and a growing suite of services aimed at helping installation...

  • Inside Sales Representative

    1 week ago

    Plano, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a contract to hire employment opportunity for an Inside Sales Representative based in Plano, Texas. In this role, you will be responsible for handling customer inquiries, maintaining customer records, processing orders, and monitoring customer accounts. You will be working in a fast-paced environment where...

  • Private Client Adviser Inside Sales

    3 weeks ago

    Plano, United States Fisher Investments Full time

    Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...

  • Private Client Adviser Inside Sales

    3 weeks ago

    Plano, United States Fisher Investments Full time

    Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...

  • Inside Sales Representative

    1 week ago

    Plano, United States Inogen Full time

    Job Summary:Provides inside sales of Inogen products to oxygen patients through outgoing and incoming phone and email contact. Generates new business from incoming multi-media lead sources. Fields technical product questions and assures that customer's needs are expeditiously addressed. Operates in collaboration with other Patient Sales Specialists to...

  • Inside Sales Representative

    2 weeks ago

    Plano, Texas, United States AWC Full time

    About the RoleWe are seeking a highly motivated and results-driven individual to join our team as an Inside Sales Representative. As an Inside Sales Representative, you will play a critical role in driving business growth and revenue expansion by developing and maintaining strong relationships with our customers.Key ResponsibilitiesBuild and maintain...

  • Inside Sales Representative

    2 weeks ago

    Plano, Texas, United States Origina Full time

    About OriginaOrigina is a leading global provider of third-party software support and maintenance, recognized for its innovative approach to the software industry. Our mission is to empower customers to protect the security and stability of their software, extend its longevity and lifecycle, and enhance its performance and functionality.Our CultureWe value...

  • Private Client Adviser

    1 month ago

    Plano, United States Fisher Investments Full time

    Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified...

  • Inside Sales Representative

    1 week ago

    Plano, TX, United States Heilind Full time

    The major objective for this Inside Sales Representative position is to increase sales in your assigned territory through growing existing customer accounts, cultivating new accounts, and creating new business opportunities. You will be in a thriving environment handling established OEM and contract manufacturing (CM) accounts. Your goal is to take DB...

  • Inside Application Specialist

    5 months ago

    Plano, United States Hartfiel Automation Inc Full time

    Job DescriptionJob DescriptionInside Application Specialist Mission of the RoleAs a critical member of sales teams, this role supports the efforts of outside sales engineers and directly provides superior service to our customers. The foundation of this role is built upon technical knowledge which is communicated to customers and the sales team via phone,...

  • Inside Sales Junior Representative

    3 months ago

    Plano-TX-USA, United States Deluxe Full time

    This is an IN-OFFICE ROLE located at: 5625 Spring Creek Parkway, Plano, TX 75024BASE PAY Plus Monthly BONUS AND BENEFITS ELIGIBLE on DAY ONEWHO ARE YOU:Are you resourceful and self-motivated? Do you practice active listening? Do you have a passion for sales? You enjoy the excitment of closing a deal?ABOUT US:Deluxe Merchant Services connects your payments...

Retirement Inside Sales/ Phone

4 months ago

Plano, United States Retirement Planners of America Full time

Are you ready for a fun, fast-paced, high-energy position where you are compensated for your positive attitude & effort? Retirement Planners of America is seeking motivated and driven Inside Sales Associates. Qualified candidates will have experience in sales, prospecting and/or telemarketing. They must have a professional speaking voice and be comfortable making 150+ outbound sales calls per day. Must be highly motivated, organized, be able to work independently with a solid work ethic. 

Total compensation includes a base salary plus bonus compensation. Available work hours are Monday through Friday 8:00 AM to 8:00 PM CST with a potential of one Saturday per month.

Inside Sales Specialist: Contact and qualify leads by making outbound telephone calls with the goal of scheduling discovery calls for our Retirement Concierge Team.

Telemarketing Representative Job Duties:

·      Schedules discovery calls with prospective clients by making outgoing calls and answering returning calls; operating telephone equipment, customer relationship management (CRM) system; and other telecommunications technologies.

·      Influences prospective clients to schedule appointments by following prepared call flow.

·      Document call activity via data entry into customer relationship management (CRM).

·      Maintains database (CRM) by entering and verifying data (i.e., tasks, workflows, etc.)

·      Maintains operations by following policies and procedures; and reporting needed changes.

·      Maintains quality service by following organization standards.

·      Maintains technical knowledge by completing internal training.

·      Contributes to team effort by accomplishing related results as needed.

 

Skills/Qualifications:

  • Telephone Sales, Customer Focus, Data Entry Skills, Organization, Energy Level, Persistence