B2B Outreach Professional
5 days ago
At Vibrance Wealth Management, we are seeking a highly motivated and results-driven B2B Outreach Specialist to join our dynamic team and expand our business growth.
Job Summary:
The B2B Outreach Specialist will play a crucial role in generating new business opportunities by proactively reaching out to potential clients and introducing our comprehensive retirement plan solutions. This position requires excellent communication skills, a proactive attitude, and the ability to build relationships with decision-makers.
Key Responsibilities:
- Conduct outbound cold calls to prospective business clients to introduce and promote our retirement plan solutions.
- Identify and qualify leads through research and by understanding the needs and challenges of potential clients.
- Schedule appointments and meetings for our sales team with qualified prospects.
- Maintain accurate and up-to-date records of all interactions and communications in the CRM system.
- Follow up on leads and inquiries in a timely and professional manner.
- Collaborate with the sales and marketing teams to develop effective strategies for lead generation and conversion.
- Provide information and answer questions about our retirement plan services to potential clients.
- Achieve and exceed monthly and quarterly lead generation and appointment-setting targets.
Qualifications:
- Proven success in B2B cold calling, telemarketing, or a related sales role, preferably in the financial services industry.
- Excellent verbal and written communication skills.
- Ability to engage and build rapport with decision-makers over the phone.
- Highly motivated, self-driven, and goal-oriented.
- Strong organizational and time management skills.
- Strong understanding of retirement plans, such as 401(k) plans, a plus.
- Proficiency in using CRM software and other sales tools.
- Bachelor's degree in business, marketing, finance, or a related field is preferred but not required.
What We Offer:
- Remote work.
- Competitive hourly rate with performance-based incentives.
- Comprehensive on-the-job training.
- Supportive team environment.
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