Inside Sales Representative
Inside Sales Representative
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Job Description
Join Golden Reserve as a Financial Services Inside Sales Representative and become an integral part of our marketing and sales team. In this role youll be the first point of contact for qualified leads who are actively seeking retirement planning guidance. Youll conduct discovery calls and prepare clients for meaningful conversations with our Retirement Planners all while working from our Dublin Ohio office.
Key Highlights
100 Inbound Leads No cold calling or prospecting required
PreQualified Appointments Work exclusively with engaged prospects
Consultative Approach Guide prospects through the process of deciding if Golden Reserve is right for them
Professional office environment Conduct appointments via video conference
Primary Responsibilities
Handle highvolume inbound leads generated through digital marketing efforts
Conduct effective discovery calls with potential clients
Articulate the value of our Roadmap for Retirement our signature deliverable
Build rapport and answer preliminary questions about our retirement planning services
Coordinate with prospects to gather financial statements prior to their Retirement Planner meeting
Ensure appointment attendance through professional followup
Prepare leads for successful meetings with Retirement Planners
Required Qualifications
Proven sales experience with demonstrated success
Excellent communication and relationshipbuilding skills
Ability to handle highvolume lead flow efficiently
Strong consultative selling approach
Professional phone presence and video conferencing abilities
Experience in virtual/remote sales environments
Preferred Qualifications
Background in financial services or retirement planning
Track record of achieving performance metrics
Experience with video conferencing platforms
About Golden Reserve
Before you apply we encourage you to explore Golden Reserves mission and unique approach to financial planning through the provided links:
Watch our TV show Expedition Retirement: Listen to our radio and podcast shows: Read our CEOs Amazon bestselling book Fire Your Financial Advisor: Visit our website: Apply
Qualified candidates should submit their resume and cover letter detailing their sales experience and success in handling inbound leads. Were looking for motivated individuals who are ready to grow with our organization and help our clients achieve their retirement goals.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
