This is a fully remote position, open to applicants in Ohio.

• Develop and oversee client accounts by offering customized financial solutions tailored to their specific needs.

• Perform market analysis to uncover trends and opportunities beneficial to clients.

• Participate in inside sales initiatives, including reaching out to warm leads to drive sales.

• Implement upselling strategies to enhance client portfolios and boost overall satisfaction.

• Examine financial data to deliver informed recommendations and strategies for clients.

• Keep precise records of client interactions and transactions in the CRM system.

• Work collaboratively with team members to meet sales goals and enhance service delivery.

• Demonstrated experience in account management or a comparable role within the financial services sector is preferred.

• A strong sales background with a proven record in lead generation and closing deals is advantageous.

• Understanding of market trends and the capability to analyze data proficiently.

• Exceptional communication skills, both verbal and written, with an emphasis on fostering relationships.

• Ability to handle multiple accounts simultaneously while ensuring attention to detail.

• Prior experience in cold calling and upselling is a plus.

• Competitive salary with performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Supportive and collaborative team environment.

• Flexible working hours and remote work options.

Sales Development Representative

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