Digital Sales Administrator

4 weeks ago


Phoenix, Arizona, United States Varite Full time
Job Title: Digital Sales Administrator

About the Role:

As a Digital Sales Administrator at Varite, you will play a pivotal role in engaging with prospective clients through multichannel digital communications. Your goal will be to generate enthusiasm for our industry-leading financial planners and provide a best-in-class experience that builds value in our Wealth Management services.

Key Responsibilities:

* Engage prospects through digital communication channels, including email, SMS, and webchat, to identify their needs and recommend the appropriate EFE services.

* Utilize excellent verbal and written communication skills to address prospect inquiries, troubleshoot issues, and provide solutions.

* Apply knowledge of EFE's Financial Planning capabilities to promote products and services, such as retirement planning, investments, estate planning, and tax planning.

* Support marketing strategies to attract, convert, and retain new clients, providing insights and feedback to internal business partners on prospects' wants, needs, and areas of concern.

* Consistently deliver timely responses to prospect communications, leveraging exemplary writing skills and strong organizational skills to manage digital engagement channels.

Requirements:

* 2+ years of experience in a digital sales environment, with experience in financial services a plus.

* Proven ability to execute digital sales strategies aligned with business goals.

* History of achieving or exceeding lead conversion targets through email, SMS, and webchat communication.

* Strong verbal and written communication skills with an emphasis on B2C sales.

* Proficient with Microsoft Office 360 Suite and CRM system (Salesforce).

* Exceptional organization and time management skills.

What We Offer:

* A dynamic and supportive work environment.

* Opportunities for professional growth and development.

* A competitive salary and benefits package.

How to Apply:

If you are a motivated and results-driven individual with a passion for sales and customer service, please submit your application, including your resume and a cover letter, to [insert contact information].

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