Red Balloon
Job Description
Job Summary
We are seeking driven, self-motivated Sales Executives to join our sales team. Key duties include meeting with potential clients, educating them on fundamental estate planning concepts, identifying products and services that meet their needs, and following through to retain the client. Due to the very personal and often emotional nature of estate planning, having empathy, strong listening skills, and an ability to connect on a personal level is critical to this role. Responsibilities
This person will: Cultivate and manage relationships with referral partners such as CPAs and Financial Advisors Drive revenue growth by meeting sales targets Pursue leads in our existing database and discover new referral partners Discover new referral partners through cold calling, networking, market research, product demonstrations, and other traditional marketing techniques Meet with potential clients and educate them on fundamental estate planning concepts Identify fitting products and services that meet potential clients' needs Follow up with and retain current clients Qualifications
Sales Experience, Experience Working in a Professional Office Environment, Demonstrated Sales Success, Proficient with Microsoft Office, Experience with HubSpot, Salesforce, or another CRM, Experience in Legal or Financial Sales and Bachelor's Degree
Job Summary
We are seeking driven, self-motivated Sales Executives to join our sales team. Key duties include meeting with potential clients, educating them on fundamental estate planning concepts, identifying products and services that meet their needs, and following through to retain the client. Due to the very personal and often emotional nature of estate planning, having empathy, strong listening skills, and an ability to connect on a personal level is critical to this role. Responsibilities
This person will: Cultivate and manage relationships with referral partners such as CPAs and Financial Advisors Drive revenue growth by meeting sales targets Pursue leads in our existing database and discover new referral partners Discover new referral partners through cold calling, networking, market research, product demonstrations, and other traditional marketing techniques Meet with potential clients and educate them on fundamental estate planning concepts Identify fitting products and services that meet potential clients' needs Follow up with and retain current clients Qualifications
Sales Experience, Experience Working in a Professional Office Environment, Demonstrated Sales Success, Proficient with Microsoft Office, Experience with HubSpot, Salesforce, or another CRM, Experience in Legal or Financial Sales and Bachelor's Degree