Big Money Retirement Solutions · 1 day ago
Inside Sales Representative - Growth
Greenville, SC
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $45K/yrBig Money Retirement Solutions is focused on supporting firm growth through their sales team, and they are seeking an Inside Sales Representative - Growth. The role involves managing prospect outreach and scheduling appointments while ensuring a professional client experience.
AdviceFinancial ServicesRetirement
Responsibilities
Managing prospect outreach
Scheduling qualified appointments
Maintaining advisors’ calendars at or above required activity levels
Ensuring timely follow-up
Accurate CRM documentation
Providing a professional client experience from first contact through appointment confirmation
Attending all client seminars and events
Qualification
Required
Managing prospect outreach
Scheduling qualified appointments
Maintaining advisors' calendars at or above required activity levels
Serving as a primary point of contact for prospective clients
Ensuring timely follow-up
Accurate CRM documentation
Providing a professional client experience from first contact through appointment confirmation
Attendance at all client seminars and events is required
100% in the office, Monday through Friday
Company
Big Money Retirement Solutions
As an independent financial advisory firm, we uphold the highest standards of fiduciary care.
Founded in 2018
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Johnathan Burgess
Founder
Company data provided by crunchbase