Sales Executive

November 7

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Launch Potato

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digital marketing • mobile marketing • direct marketing • community building • performance marketing

51 - 200

Description

• Assist in identifying new sales opportunities and developing relationships with potential clients within the financial services sector. • Collaborate with senior sales team members to prepare and deliver presentations, proposals, and sales pitches. • Conduct market research to understand industry trends and client needs, informing sales strategies. • Maintain and update the customer relationship management (CRM) system with client interactions and sales activities. • Support the sales team in achieving revenue targets by coordinating sales activities and following up on leads. • Provide exceptional customer service and support to existing clients, addressing inquiries and resolving issues promptly.

Requirements

• Bachelor’s degree in finance, Business Administration, or a related field. • Ideal 3 to 10 years of experience in sales or business development within the financial industry. • Proven track record of achieving sales targets, creating and executing business development plans and building client relationships. • Strong negotiation and communication skills, both verbal and written. • Proficiency in Microsoft Office Suite and CRM software. • Self-motivated, with a strong ability to work independently and as part of a team.

Benefits

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans • 401k Matching Program, Professional Development Reimbursement • Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays • Medical, Dental, Vision, Employee Assistance Program, Parental Leave • Committed to Welcoming, Celebrating and Thriving on Diversity • Hands-On, Team-Customized Training, including SS&C University • Discounts on fitness clubs, travel and more!