Sales Associate

Overview

The Sales Associate is essential in cultivating leads and overseeing the sales pipeline for designated regions, primarily through outbound calls. This role involves establishing robust relationships with potential clients and assessing leads throughout the sales process. To succeed, candidates must be highly motivated, target-driven, inquisitive, and adaptable, excelling in a dynamic environment while consistently achieving daily activity objectives.

Key Responsibilities

• Develop a comprehensive understanding of products, value propositions, and market positioning.
• Create a focused outbound sales strategy tailored to specific financial institution profiles and roles.
• Promptly follow up on and qualify incoming leads generated by the marketing team.
• Engage with leads daily to evaluate their objectives, current stage in the purchasing process, and financial capacity.
• Meet sales goals and lead conversion rates established by management.

Qualifications