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Internal Sales Consultant Full-time

at in United States Of America (Published at 13-03-2018)

Primary Responsibilities:
Identify and contact leading advisors through outbound calling efforts, mail/email campaigns, and referrals
Work in tandem with the RC to develop and maintain working relationships with key Advisors and Firms
Make a minimum number of outbound sales calls per day and handle associated issues. Duties include advisor scheduling, call-backs, and lead generation
Respond to client inquiries, provide ongoing communication with clients and prospects, and manage clients/prospects throughout the sales cycle, resulting in closed business.
Cultivate new advisor relationships, and deepen existing relationships using TIM’s various mutual fund and separate account products
Serve as inside resource for industry and product information by developing strong knowledge of our products, the competition, the clients, and the marketplace
Maintain contact relationship management database (SalesForce) used by the TIM Sales Team to track meetings, advisor information, etc.
Coordinate weekly meeting schedule for the Regional Consultant
Process and maintain purchase orders for the region as well as other administrative duties

Highly motivated self-starter: Enthusiasm for the industry, a positive attitude, and a drive to succeed are essential to this role
Proven results and demonstrated sustainable success in a competitive sales environment
Excellent ability to build relationships within our team, across our organization, and with our clients
Ability to thrive in a deadline-oriented atmosphere, with exceptional analytical skills and attention to detail
Ability to learn and demonstrate industry and product knowledge and make client presentations
Prior experience in sales of financial products preferred
Prior internal sales desk experience preferred
Experience using Salesforce preferred
Bachelor’s Degree strongly preferred
SEC Series 7 required
Limited travel
Reference : Internal Sales Consultant jobs

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