Drive revenue growth by managing the sales process, including lead generation, closing new client acquisition, and prospecting for upsell opportunities. Build relationships with prospective clients, understand their needs, and provide tailored solutions to achieve their financial and asset protection goals.
Requirements
- Identify and generate new sales leads through various channels
- Qualify leads to determine their potential and readiness to engage with Anderson Business Advisors
- Conduct sales consultations with existing clients to understand their needs and objectives and upsell additional products
- Build and maintain strong relationships with prospective and existing clients
- Negotiate terms and close sales deals, ensuring mutual satisfaction and adherence to company policies
- Provide exceptional client support throughout the sales process
- Maintain accurate and up-to-date records of sales activities, opportunities, and client interactions in the CRM system
Benefits
- Comprehensive medical, dental, vision, and short-term disability coverage
- 401(k) matching program
- Generous paid time off
- 8 paid company holidays
- $35 monthly gym membership subsidy

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