Consultative Phone Sales Rep Wanted
Would you like to be part of an amazing team of women that work together remotely helping financial advisors reach more clients?
At Indigo Marketing Agency, we’re a one-of-a-kind firm. We help the good guys (independent financial advisors) do more of their important work helping the people in their communities plan for the future. We tell their story through marketing and spread the word about who they serve and how they help. Our team is positive, efficient, supportive, and fun!
We’re looking for a phone sales rep to work 100% remotely with the support of an awesome group.
- Do you enjoy marketing and marketing strategy?
- Do you have experience with financial services?
- Are you interested in getting to know a person’s career story?
- Do you want to work independently on the phone with base pay and bonuses?
- Do you enjoy a consultative sales process but you’re not afraid to ask for a sale?
- Are you organized, efficient, and driven by growing your income?
This is a sales position for a digital marketing agency that specializes in working with small financial advisor firms. The position will require you to build rapport with the incoming leads, understand their businesses and specialty, position our agency as a solution for the advisor’s digital marketing needs, and follow up on the lead through close and the onboarding process.
- Specific experience in the financial services industry (Broker Dealers (BD), Registered Investment Advisors (RIA)) working on a fee-based or fee-only structure
- Digital marketing for financial services
- Typical financial services sales cycle and the value proposition of financial advisors
- Digital marketing tools and strategies, including: social media, email marketing, webinars, automation, website, lead generation, funnel creation, etc.
Other Skills and Experience Needed
- CRM and lead management (we use HubSpot)
- Sales pipeline management and follow-ups
- Consultative sales approach
- Ability to build rapport and sell over the phone
- Work with team remotely via email and digital platforms
- Strong email communication with prospects and with team members
IF THESE SKILLS ALIGN WITH YOUR EXPERIENCE AND INTEREST, PLEASE COMPLETE THE FORM BELOW TO BEGIN THE APPLICATION PROCESS.