Inside Sales Representative

Reposted 13 Days Ago
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Albemarle, NC
In-Office
Junior
Financial Services
Serving the needs of our clients through full service financial planning, wealth management and protection strategies.
The Role
The Inside Sales Representative is responsible for acquiring customers and closing sales by making calls, qualifying prospects, and maintaining a database of leads.
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

Top Skills

CRM
Erp
MS Office
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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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