Inside Sales Representative

Job Purpose:

To drive revenue growth by managing the sales process for warm leads, with no cold calling required. This role focuses on closing new client transactions, and identifying upsell opportunities within the existing client base. The position builds strong client relationships, understands individual needs, and recommends tailored solutions to support clients’ financial and asset protection goals. On target earnings for this role are $80,000 annually.


Key Responsibilities:

Lead Generation and Prospecting:

• Identify and generate new sales leads through various channels, including outbound phone calls, email campaigns, and social media outreach.
• Qualify leads to determine their potential and readiness to engage with Anderson Business Advisors.

Sales Process Management:

• Conduct sales consultations with existing clients to understand their needs and objectives and upsell additional products.
• Present and explain Anderson Business Advisors' products and services, highlighting their benefits and how they meet client needs.
• Develop and deliver tailored sales proposals and quotes to prospects for various products.
• Follow existing sales processes.

Relationship Building:

• Build and maintain strong relationships with prospective and existing clients.
• Follow up with leads and clients regularly to ensure their needs are being met and to foster long-term relationships.

Closing Sales:

• Negotiate terms and close sales deals, ensuring mutual satisfaction and adherence to company policies.
• Achieve and exceed monthly sales targets and quotas.

Client Support:

• Provide exceptional client support throughout the sales process.
• Address client inquiries and resolve issues promptly and effectively.
• Ensure a seamless transition from sales to client onboarding and support teams.

Sales Reporting:

• Maintain accurate and up-to-date records of sales activities, opportunities, and client interactions in the CRM system (Salesforce).

Required Qualifications:

• Bachelor’s degree in Business, Marketing, or related field.
• A combination of education and relevant experience will be considered in lieu of a degree
• Minimum 2 years of experience in inside sales, preferably in a B2B environment.
• Proven track record of achieving and exceeding sales targets.
• Strong understanding of sales principles and techniques.
• Excellent organizational and time management skills.
• Strong communication and interpersonal skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Proficiency in Microsoft Office and CRM software (Salesforce preferred).

Preferred Qualifications:

• Additional certifications or coursework related to sales or business development.

Performance Metrics:

• Sales Targets: Achievement of monthly sales goals and quotas.
• Lead Conversion: Rate of converting leads into clients.
• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Efficiency: Timely completion of sales tasks and accurate CRM updates.