רפרנט/ית שימור ומכירות פנסיה למעסיקים
Core
Tele-sales representative responsible for retaining and selling pension fund solutions to employers, organizations, and corporations via phone.
Role type
Senior IC sales representative (pension/HR)
Builds
Pension fund enrollment and retention for corporate clients
Domain
Financial services / Human resources / Pension planning
Deliverable
client delivery (via careerplan.io/jobs/56-006-F9-85F-job)
Required skills
Tele-sales, persuasion, CRM proficiency, AI tools usage, needs analysis
Preferred skills
Pension/insurance knowledge, executive communication
Responsibilities
Make proactive outbound calls to organizations, negotiate with senior stakeholders, schedule follow-up meetings, guide clients through onboarding, manage long-term client relationships
Seniority
Mid-level, hands-on IC