New business leads generation, product demos, prospecting
- Establish contact and relationships with marketing-sourced leads and consult with them on product fit.
- Generate new leads through meetings, cold calls, emails, referals
- Creating and giving the right pitch, product demos
- Develop and qualify opportunities through prospecting, research, needs analysis, and defining requirements.
- Transition viable product sales opportunities to assigned Sales Representatives.
- Strategically cover an assigned territory to accelerate our sales funnel and improve our market coverage.
- Meet and exceed performance goals (don’t worry, they’re achievable)
- Bachelors degree, preferably in finance, economics, business or related field.
- Strong communication skills.
- A positive attitude.
- Prior sales experience
- Exposure to the financial industry
- An interest in growing into a more senior role