Wealth Advisor-Inside sales

KEY RESPONSIBILITIES:

Qualify leads by understanding customer needs and pain points. Conduct outbound prospecting and inbound lead follow-up via phone, email, and other digital channels.

Present products or services clearly and persuasively to potential customers. Maintain detailed records of interactions and sales activities in the CRM system.

Acquire new clients through digital leads, referrals, networking, and self-sourcing Collaborate with marketing and pre sales teams to optimize lead generation and conversion strategies.

Achieve or exceed monthly and quarterly sales targets. Handle customer inquiries and provide product information to support the sales process.

Schedule meetings and product demos when necessary.

Track and report on sales metrics and adjust strategies to improve performance.

Stay updated on product knowledge, industry trends, and competitor activities.