Inside Sales Associate

Job Summary

If you are driven and like working in a fast-paced sales environment, Wealth Access is the right fit for you. Ideal candidates want to work at an organization that isn’t just another stop on the career path. We are a team-oriented group and want to add members who will be excited about working at a small company, changing the financial services technology industry. Come join our group if you are looking to further develop your skill set, grow with an organization and make an impact.

Responsibilities

The ISA will develop expertise in the ability to demonstrate the value of the Wealth Access solution set to prospects and industry partners
Serve as the timely first point of contact with inbound leads that have found Wealth Access through marketing, PR and search engine results
Qualify prospects and identify market segmentation alignment with the sales team
Conduct outbound prospecting and lead generation activities by phone, email and social media campaigns
Assist in our marketing efforts and successfully schedule sales appointments
Sales CRM administration
Conduct market analysis to identify and target clients who fall within the desired categories established by Wealth Access
Timely follow-up with customers and prospects on sales appointments and assist with our referral program
Work with the CRO to document, track and report on activities throughout the sales process
Represent Wealth Access in front of prospects and at market events
Work with other sales professionals to form a highly effective sales team

Requirements

Bachelor’s Degree
Demonstrated performance in a high-volume appointment scheduling and/or inside sales experience
Detail oriented with excellent execution in structured and unstructured settings
Sales and goal oriented (individual and team) with excellent customer service skills
1-3 years of prior internal sales experience
Considered a plus: financial services or software sales experience
Considered a plus: demonstrable experience with Salesforce.com

Benefits:

401(k)
Dental insurance
Disability insurance
Health insurance
Paid time off
Vision insurance

Schedule:
Monday to Friday

Supplemental Pay:
Bonus pay
Commission pay

Education:
Bachelor's (Preferred)

Experience:
High-volume appointment scheduling: 1 year (Preferred)
Inside sales: 1 year (Preferred)
Salesforce.com: 1 year (Preferred)
Management:

Key Leader
Company's website:

https://www.wealthaccess.com/
Work Remotely:

No