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Residential Services Sales Consultant
2 months ago
Are you a driven and competitive sales professional seeking to advance your career? Our position for a field sales consultant may be the perfect fit for you. In this role, you will be responsible for generating new business within your designated sales area, effectively targeting, nurturing, and converting leads into valued clients.
Key Responsibilities- Design and implement strategies to attract new customers in your sales territory.
- Participate in online and in-person meetings, training sessions, trade shows, and sales events.
- Monitor developments related to new business opportunities, sales activities, and customer requirements using our CRM system.
- Engage with potential clients to present our services and new offerings.
- Stay informed about all services and products, market trends, and competitive landscape to meet customer needs effectively.
- Process and complete New Business applications.
- Maintain and update the database/CRM to reflect the status of accounts focused on new business and service.
- Organize and manage a compliant and efficient filing system.
- Follow up on pending business and provide clients with updates.
- Support Financial Advisors with pre-appointment tasks and financial planning duties.
- Manage and track the new business pipeline effectively.
- Assist Advisors with client support, mailings, educational workshops, and events as required.
- Act as a backup for phone communications for team members.
- Ensure all Advisors maintain current licenses and appointments.
- 3-5 years of experience in inside or outside sales is required.
- Experience with CRM systems is preferred.
- Strong negotiation, communication, interpersonal, and customer service skills are essential for success in this role.
- A bachelor's degree or high school diploma is preferred.
- Must possess a valid driver's license and have access to a reliable vehicle.
- Prior experience in the financial services industry is advantageous.
- Life Insurance & Securities Licenses are preferred.
Dorhout Retirement Services has been dedicated to assisting retirees and pre-retirees in achieving financial confidence for nearly two decades. Our team focuses on understanding the immediate needs of our clients while also securing their long-term financial future. Every decision we make together is tailored to align with your ideal vision, both now and for generations to come.