Inside Sales (m/w/d) - Remote möglich
Hybrid
Core
Inside Sales role focusing on initial phone contact with potential clients to qualify investment potential and present services.
Role type
Inside Sales Representative
Builds
Investment services and client acquisition process
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
phone communication, client qualification, sales presentation, motivation, teamwork
Preferred skills
investment philosophy understanding
Technologies
none stated
Responsibilities
make initial phone contact with potential clients, qualify prospects on investment potential, present services and investment philosophy, initiate efficient sales process