Digital Sales Administrator AZ
7 days ago
Location: Phoenix AZ 85016
Duration: 5+ months
Description:
- As a Digital Sales Administrator, you'll play a pivotal role by engaging with prospective clients through multichannel digital communications that generate enthusiasm to meet with our industry-leading financial planners.
- As part of a team of Inside Sales Associates handling leads generated by our marketing department and partners, you'll provide a best-in-class experience that builds value in EFE's Wealth Management services.
- In addition to an earnest desire to help people, the ideal candidate for this role has excellent writing and communication skills with a proven ability to leverage digital engagement to drive lead conversion.
- Clients are seeking someone who compliments the team's existing talents and can use their strong organizational skills to consistently deliver timely & professional communications to prospective clients with the goal of helping them connect with our Financial Planners.
- If you are goal-oriented, persuasive, confident, and able to build strong prospective client relationships, this may be an opportunity for you
Responsibilities:
- Engage prospects through digital communication channels including Email, SMS, & Webchat to identify the prospect's needs and recommend the appropriate EFE services while accurately recording crucial prospect information for planners.
- Utilize excellent verbal & written communication skills to address prospect inquiries, troubleshoot issues, provide solutions, & collaborate with other departments to meet the prospect's needs.
- Apply knowledge of EFE's Financial Planning capabilities to promote products & services (retirement planning, investments, estate planning, and tax planning) to convey how EFE financial planners could address the prospect's needs
- Support marketing strategies to attract, convert, and retain new clients; provide insights/feedback to internal business partners on prospects' wants, needs, & areas of concern
- Consistently deliver timely responses to prospect communications leveraging exemplary writing skills and strong organizational skills to manage digital engagement channels.
- Track & analyze digital communication performance & trends to inform business decisions on digital outreach strategies and optimize conversion opportunities. Provide recommendations for digital engagement process improvements.
- 2+ years in a digital sales environment; experience in financial services is a plus
- Proven ability to execute digital sales strategies aligned with business goals
- History of achieving/exceeding lead conversion targets through Email, SMS, & Webchat communication
- Strong verbal & written communication skills with an emphasis on B2C sales
- Proficient with Microsoft Office 360 Suite & CRM system (Salesforce)
- Exceptional organization & time management skills
- High school diploma required; associate or bachelor's degree preferred
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