Vertriebsmitarbeiter Innendienst (m/w/d)
Core
Telephonic sales representative for high-net-worth individuals, qualifying leads from marketing campaigns and scheduling appointments with outside sales directors.
Role type
Inside sales representative (financial services)
Builds
New client acquisition for wealth management services
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Telephonic communication, persuasive sales, financial goal assessment, appointment setting, relationship building
Preferred skills
English language skills
Responsibilities
Contacting high-net-worth prospects via phone, assessing financial goals and interest in wealth management, presenting services and value proposition, scheduling meetings with outside sales directors, contributing to new customer acquisition and company growth