Financial Representative 1

Résumé du poste

The Business Development Representative is responsible for prospecting and qualifying sales leads to support the sales team. They also manage existing accounts and provide customer support by identifying client needs and suggesting appropriate products.

Détails du poste

Primerica is looking for a Business Development Representative to join our team in our North York office. The Business Development Representative is responsible for prospecting sales and qualifying leads for new and existing accounts. This person will act as a liaison between our marketing and sales teams. He/she will be naturally curious, results-driven, and eager to bring our product/services to new markets. Responsibilities: Contact and qualify leads - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the Account Executive. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales lead qualification process. Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. Coordinate in-person meetings and calls between the new clients and Account Executives. Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services. Requirements: Experience with CRM software Familiarity with MS Excel (analyzing spreadsheets and charts) Understanding of sales performance metrics About Primerica: Primerica is the largest independent financial services marketing organization in North America. For more than 40 years, our representatives have served Main Street families just like yours, providing a strong foundation of financial education and offering affordable solutions to meet our clients' needs. To help families better understand their personal finances, Primerica offers the Financial Needs Analysis*(FNA)

Ce que vous ferez

The Business Development Representative is responsible for prospecting and qualifying sales leads to support the sales team. They also manage existing accounts and provide customer support by identifying client needs and suggesting appropriate products.

Exigences

Candidates must have experience with CRM software and familiarity with MS Excel for analyzing data. A strong understanding of sales performance metrics is also required for this role.

Compétences indiquées

• Communication · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Sales prospecting
• Lead qualification
• CRM software
• MS Excel
• Sales performance metrics
• Customer support
• Communication
• Brand awareness
• Relationship management
• Business Metrics
• Financial Needs Assessment
• Sales Prospecting
• Customer Relationship Management (CRM) Software
• Curiosity
• Microsoft Excel
• Customer Support
• Business Development
• Brand Awareness
• Spreadsheets
• Sales
• Financial Services
• Financial Education
• Marketing
• Lead Generation
• Needle Aspiration
• Performance Metric

Domaines d’emploi

• Sales
• Finance & Accounting
• Customer Service & Support
• Marketing
• Administrative
• Financial Representative
• Business Development Specialist
• Commercial Sales Representatives
• Market Research Analysts and Marketing Specialists