Simplify Logo

Full-Time

Inside Sales

Contract, Magnifi

Posted on 6/27/2024

TIFIN

TIFIN

51-200 employees

AI and data-driven wealth enhancement platform

Data & Analytics
Venture Capital
Fintech
AI & Machine Learning
Financial Services

Entry

Remote in USA

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Cold Calling
Marketing
Requirements
  • Successful product sales experience
  • Experience in start-up or fast-paced environments
  • Ability to understand sales barriers and overcome objections
  • Track record of cold-calling and email marketing
  • Financial services or fintech experience
  • Understanding of investing
  • Willingness to learn
Responsibilities
  • Develop long term relationships with customers
  • Make sales calls to generate product sales
  • Understand customer priorities and position products accordingly
  • Track and report sales numbers
  • Resolve customer issues and turn complaints into sales
  • Meet with sales team and leadership weekly

TIFIN is an AI and innovation platform that leverages data science and technology to enhance wealth outcomes, offering a suite of companies addressing challenges in wealth and asset management, including Magnifi, TIFIN Wealth, TIFIN AMP, TIFIN Give, Paralel, Sage, Helix, TIFIN@Work, and TIFIN India.

Company Stage

Series D

Total Funding

$223.3M

Headquarters

Boulder, Colorado

Founded

2018

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

-4%

2 year growth

-12%

Benefits

Performance linked variable compensation, including equity

Medical, dental, vision, insurance

Open PTO and Company-paid holidays

Remote work flexibility

Corporate Social Responsibilty opportunities

Fully stocked office kitchens

Company sponsored events

INACTIVE