Outbound Sales Development Specialist – Financial Services jobs in United States
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The Forehand Agency · 5 months ago

Outbound Sales Development Specialist – Financial Services

The Forehand Agency is seeking an Outbound Sales Development Specialist to nurture leads and manage the sales pipeline for designated territories. This role focuses on establishing strong relationships with potential clients and qualifying leads throughout the sales process, offering significant opportunities for professional growth.

Financial Services

Responsibilities

Develop a thorough understanding of products, value propositions, and market positioning to effectively articulate benefits to prospects
Create and implement a targeted outbound sales strategy tailored to specific financial institution profiles and roles
Promptly follow up on and qualify inbound leads generated by the marketing team
Engage with leads daily to assess their goals, current status in the purchasing process, and budgetary considerations
Meet and exceed established sales targets and lead conversion rate objectives as determined by management
Leverage opportunities for professional growth and skill enhancement through ongoing training and development initiatives

Qualification

CRM platformsAnalytical skillsOutbound communicationPresentation skillsTeam collaboration

Required

Demonstrated ability to maintain focus on tasks, prioritize effectively, and meet deadlines
Understanding of outbound communication best practices and a proactive approach to industry developments
Strong analytical skills for monitoring data capture and utilizing reporting tools to track performance metrics
Ability to clearly communicate the value proposition, both in writing and verbally
Capable of simplifying and explaining complex concepts and ideas clearly and concisely, using excellent presentation and communication skills (in-person and over the phone)
Able to work independently as well as collaboratively within a team environment

Preferred

Familiarity with marketing and CRM platforms

Company

The Forehand Agency

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Funding

Current Stage
Growth Stage
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