Inside Sales Representative
Core
Inside Sales Representative supporting financial advisors in implementing securities-based loan products and expanding client relationships.
Role type
Inside Sales Representative
Builds
Securities-based loan products and lending strategies for financial advisors
Domain
Banking and Financial Services
Deliverable
product features
Required skills
Prospecting, CRM platform usage (Salesforce), Financial sales experience, Client relationship management, Presentation skills, Drip marketing strategy execution
Preferred skills
High net worth client experience, Insurance/banking/lending market knowledge, MS Office proficiency
Responsibilities
Contact financial advisors to implement bank strategies, Coordinate meetings and calls with clients and advisors, Lead business plan aspects and manage follow-ups, Present product offerings to clients, Develop and maintain drip marketing strategies, Conduct one-on-one and joint meetings with advisors