Sales & Account ManagementSales Development Representative
About the job
Requirements
Hands-on experience with multiple sales techniques, including cold calls.
Experience with customer relationship management (CRM) software.
Familiarity with Microsoft Excel, including analyzing spreadsheets and charts.
Understanding of sales performance metrics.
Responsibilities
Generate lead flow by prospecting for new sales leads through initial phone or email contact.
Engage accounts and prepare them for the Account Executive.
Connect with leads to encourage purchase of the offered product.
Serve as the point person for the team's sales lead qualification process.
Manage current accounts by staying in close contact with existing accounts or leads, creating brand awareness and educational opportunities, and requesting referrals.
Coordinate in-person meetings and calls between new clients and Account Executives.
Answer client calls and emails, identify issues, and suggest future or new products or services.
Primerica is looking for a Financial Advisor to join our team in our North York office. The Financial Advisor prospects sales and qualifies leads for new and existing accounts.
The ideal candidate is someone with high energy, a curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role and create ways to attain new accounts.
Responsibilities:
Generate lead flow - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the Account Executive. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales lead qualification process.
Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. Coordinate in-person meetings and calls between the new clients and Account Executives.
Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.
Requirements:
Hands-on experience with multiple sales techniques (including cold calls)
Experience with CRM software
Familiarity with MS Excel (analyzing spreadsheets and charts)
Understanding of sales performance metrics
Primerica is uniquely positioned to understand the needs of our clients because our Representatives are Main Street families, just like the clients we serve. Our Representatives come from all walks of life and from communities and neighborhoods all across North America.
We start with our complimentary Financial Needs Analysis (FNA) to help you better understand where you are now and then offer financial solutions that can help you get on track to a better financial future.