Inside Sales Representative

Posted 14 Hours Ago
Be an Early Applicant
Wake Forest, NC, USA
In-Office
75K-90K Annually
Entry level
Financial Services
Serving the needs of our clients through full service financial planning, wealth management and protection strategies.
The Role
Generates and qualifies sales prospects through high-volume calling, maintains prospect databases, identifies customer needs, works with channel partners, assigns qualified opportunities to sales executives, and closes sales. The role requires strong communication, customer service, multitasking, teamwork, and familiarity with ERP, CRM, and Microsoft Office tools.
Summary Generated by Built In
About the Inside Sales Representative position

An inside sales rep will play a fundamental role in achieving our ambitious customer acquisition and revenue growth objectives. You must be comfortable making dozens of calls per day, working with channel partners, generating interest, qualifying prospects and closing sales.

Inside Sales Representative responsibilities are:
  • Maintaining and expanding your database of prospects

  • Understanding customer needs and requirements

  • Assigning qualified opportunities to the appropriate sales executives for further development and closure

  • Closing sales

Inside Sales Representative requirements are:
  • Experience as a Sales Representative/Associate

  • Familiar with ERP and CRM and MS Office programs

  • Good customer service skills

  • Superb communication skills

  • Able to multitask

  • Good team player

  • BA/BSc or Asc degree in Marketing, Business or related field

Skills Required

  • Experience as a Sales Representative or Sales Associate
  • Familiarity with ERP systems
  • Familiarity with CRM systems
  • Familiarity with Microsoft Office programs
  • Good customer service skills
  • Excellent communication skills
  • Ability to multitask
  • Ability to work effectively as part of a team
  • BA, BSc, or associate degree in Marketing, Business, or a related field
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The Company
HQ: Des Plaines, IL
9 Employees
Year Founded: 2009

What We Do

Alchemy Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Securities offered through a Representative of Cambridge Investment Research, Inc. a broker dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. A registered Investment Advisor. Alchemy Financial Group and Cambridge are separate entities. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify, as it relates to completeness or accuracy. For a list of states we are registered to do business, please visit www.alchemyfinancialgroup.com Products & Services At Alchemy Financial Group, we provide assistance in the following areas: Investments: Stocks Bonds Mutual Funds Options Traditional IRAs Roth IRAs SEP IRAs Simple IRAs Brokerage Accounts Alternative Investments College Savings 529 Plans Variable Annuities Financial Planning: Retirement Planning College Planning Estate Planning Wealth Distribution Group Retirement Plans Charitable Gifting Insurance: Life Insurance Disability Income Insurance Long Term Care Annuities

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