DTC sales position - Client Relationship Manager
GBI, Savannah, GA, United States
Founded in 2009, GBI (https://gbi.co) is a rapidly growing fintech/commodities company, building groundbreaking technology to enable both wealth management professionals and individual investors access to physical precious metals. Our software is deeply integrated into some of the world's top wealth managers and powers retail applications around the globe, while also serving direct-to-consumer investors through our retail precious metals offering. GBI's core platform allows institutional clients and individual investors alike to buy, sell, store, and take delivery of precious metals. Whether through their existing brokerage accounts and trading systems, our institutional portals, or our direct-to-consumer retail interface.
POSITION OVERVIEW
The Client Relationship Manager reports to the Sr. Client Relationship Manager and supports the team's efforts to generate, maintain, and expand business opportunities with new. This position provides exposure to High Net Worth client management while learning industry best practices.
KEY RESPONSIBILITIES
Support lead generation efforts and assist in converting prospective customers
Execute outbound sales strategies as directed by senior team members
Learn and effectively communicate product features and benefits to clients
Provide exceptional customer service to precious metals investors
Assist in managing client contact lists and maintaining regular follow-up schedules
Record and track sales activities and client interactions
Support high-net-worth customers with professional, attentive service
Respond to customer inquiries and identify their needs
Build positive relationships through clear and helpful communication
Accurately document all customer interactions in the CRM system
Assist marketing team with sales campaign execution
Participate in training programs to develop product knowledge and sales skills
Support senior team members with special projects as needed
REQUIREMENTS
Bachelor's degree or equivalent experience
Must be in the office a minimum of 3 days a week.
2-4 years of sales experience (financial services preferred)
Experience in the precious metals space preferred but not required
Proficiency in Microsoft Excel and CRM platforms (HubSpot)
Strong verbal and written communication skills
Good listening skills and customer-focused mindset
Detail-oriented with strong organizational abilities
Ability to work in a fast-paced team environment
Opportunity for career growth and professional development in a rapidly growing company
Ability to work hybrid
Direct influence on the course of the business and day-to-day operations.
Competitive salary and benefits including medical and dental insurance, 401k, and more.
Paid time off.
This position is ideal for individuals with some experience in financial services sales, offering opportunities for further growth and development within the company. Comprehensive training will be provided to help you excel in this role. This position is based at our regional office in Savannah, GA.
Base salary ranging from $40,000 to $50,000, plus commission.
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POSITION OVERVIEW
The Client Relationship Manager reports to the Sr. Client Relationship Manager and supports the team's efforts to generate, maintain, and expand business opportunities with new. This position provides exposure to High Net Worth client management while learning industry best practices.
KEY RESPONSIBILITIES
Support lead generation efforts and assist in converting prospective customers
Execute outbound sales strategies as directed by senior team members
Learn and effectively communicate product features and benefits to clients
Provide exceptional customer service to precious metals investors
Assist in managing client contact lists and maintaining regular follow-up schedules
Record and track sales activities and client interactions
Support high-net-worth customers with professional, attentive service
Respond to customer inquiries and identify their needs
Build positive relationships through clear and helpful communication
Accurately document all customer interactions in the CRM system
Assist marketing team with sales campaign execution
Participate in training programs to develop product knowledge and sales skills
Support senior team members with special projects as needed
REQUIREMENTS
Bachelor's degree or equivalent experience
Must be in the office a minimum of 3 days a week.
2-4 years of sales experience (financial services preferred)
Experience in the precious metals space preferred but not required
Proficiency in Microsoft Excel and CRM platforms (HubSpot)
Strong verbal and written communication skills
Good listening skills and customer-focused mindset
Detail-oriented with strong organizational abilities
Ability to work in a fast-paced team environment
Opportunity for career growth and professional development in a rapidly growing company
Ability to work hybrid
Direct influence on the course of the business and day-to-day operations.
Competitive salary and benefits including medical and dental insurance, 401k, and more.
Paid time off.
This position is ideal for individuals with some experience in financial services sales, offering opportunities for further growth and development within the company. Comprehensive training will be provided to help you excel in this role. This position is based at our regional office in Savannah, GA.
Base salary ranging from $40,000 to $50,000, plus commission.
#J-18808-Ljbffr