Sales Associate 

Mission: 

Implement sales process to engage 105 new clients representing $630,000 in recurring revenue

Core Passion:

Enhance the lives of our client and team. We do this by providing financial information, clarity, and peace of mind to small businesses

   Core Values:

   Do What It Takes

Adapt

Listen

Friendly & Fulfilled

Outcomes:

  • Meet with 10 prospects per week
  • Respond to all incoming leads the same day
  • Quote 100% of qualified leads with the appropriate service offerings using pricing guidelines
  • Perform 90-day review with relationship manager and client to determine successful handoff
  • Maintain “marketing drops” to no more than 25%
  • Maintain CRM with updated contact information

Competencies:

Active Listening

Empathy

Self Starter

High Follow Through

Cold Calling

Verbal Communication

Written Communication

Analytical

 

If you like what you see! Please fill out the employment form on the previous page! Thank you!