Junior Vertriebsmitarbeiter (m/w/d) im Investmentbanking
Core
Junior sales representative handling inbound calls to qualify leads and schedule appointments for investment advisors.
Role type
junior sales representative (investment banking)
Builds
scheduled appointments for investment advisors (via careerplan.io/jobs/12633-9cba33f4_JB5134433-S-junior-vertriebsmitarbeiter-mwd-im-investmentbanking-at-dis-ag-office-management)
Domain
financial services / investment banking
Deliverable
client delivery
Required skills
telephone communication, lead qualification, appointment setting, CRM documentation, structured work
Preferred skills
prior sales or call center experience, interest in finance and investment
Technologies
CRM systems
Responsibilities
make phone contact with pre-qualified leads, determine needs and classify investment prospects, schedule consultation appointments, conduct structured goal-oriented conversations, maintain and document interactions in CRM
Seniority
Junior, entry-level