Inside Sales Representative
Core
Inside Sales Representative supporting external financial advisors in implementing securities-based loan products and expanding client relationships.
Role type
Inside Sales Representative (Financial Services)
Builds
Securities-based loan products and lending strategies for high net worth clients
Domain
Banking and Financial Services
Deliverable
product features
Required skills
Prospecting, relationship management, CRM platform usage, financial product knowledge, presentation skills, MS Office proficiency
Preferred skills
Experience with high net worth clients, knowledge of insurance/banking/lending markets, capital markets understanding
Technologies
Salesforce, MS Office (Excel, Word)
Responsibilities
Contact financial advisors to implement loan strategies, coordinate meetings and calls for relationship support, lead business plan aspects and follow-ups, present product offerings, develop drip marketing strategies
Seniority
Junior to Mid-level, hands-on IC