Financial Services Business Development Professional
3 weeks ago
The Investors Edge is seeking a highly motivated and results-driven Sales and Scheduling Coordinator to join our team. As a key member of our sales team, you will be responsible for driving business growth by identifying and cultivating new client relationships.
About the Role:
As a Sales and Scheduling Coordinator, you will play a pivotal role in helping us achieve our business objectives. Your responsibilities will include:
- Client Acquisition: Proactively reach out to potential clients through outbound calls and emails.
- Lead Generation: Qualify leads and assess their potential fit for our services.
- Relationship Building: Establish rapport with prospects and build long-lasting relationships.
- Appointment Scheduling: Coordinate meetings between clients and financial advisors.
- CRM Management: Maintain accurate and up-to-date records of client interactions in our CRM system.
- Sales Support: Collaborate with the sales team to achieve revenue targets.
Requirements:
To succeed in this role, you will need:
- A Bachelor's degree in business, finance, or related field.
- A proven track record in sales or business development, preferably in the financial services industry.
- Excellent communication and interpersonal skills.
- Strong organizational and time management skills.
- Proficiency in CRM software.
What We Offer:
In return for your hard work and dedication, we offer a competitive compensation package, comprehensive benefits, opportunities for professional development and advancement, and a collaborative and dynamic work environment. Our estimated salary for this position is $67K, commensurate with experience.
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