Corporate Sales Advisor, Q3 Cohort

PRIME is rapidly expanding, dedicated to providing legal, financial, and tax strategies to entrepreneurs, self-employed individuals, and small business owners. As a Corporate Advisor, you'll play a vital role by sharing best practices and solutions to guide aspiring business owners on the right path.

About the role

You're more than just a salesperson. As a Corporate Advisor, you're the first contact for potential clients, setting the tone for their future experiences. Many self-employed individuals are unfamiliar with starting a business, and you'll be their trusted guide throughout this journey.

Responsibilities

• Conduct 6 to 8 one-hour sales consultations daily
• Promptly address client questions or concerns that may arise after their purchase
• Make outbound dials to potential clients and create new appointments
• Keep lead and client statuses up to date inside Salesforce
• Include team lead for other positions
• Efficiently manage your client pipeline in Salesforce
• Collaborate seamlessly across departments to ensure deliverables
• Stay updated on the latest financial and tax strategies, positioning yourself as a trusted resource

Requirements

• Strong computer skills, including proficiency in Microsoft Office, Google Drive, and calendar applications
• 2-4 years of performance-based sales experience
• Fierce, competitive spirit that drives you to succeed
• Experience with Salesforce or other CRM platforms
• Excellent project management skills and a positive attitude
• Proactive with time-management
• Familiarity with effective sales strategies
• Excels at building relationships and closing deals
• Exhibits sound judgment and the ability to make reasonable decisions in the absence of direction
• Demonstrates flexibility in the face of change
• Projects a positive demeanor regardless of changes in working conditions
• Effectively translates objectives between active departments in customer fulfillment
• Displays proficiency using standard office equipment such as a computer, scanner, etc.
• Demonstrates advanced proficiency by quickly adapting to new technology and easily acquiring new technical skills
• Thrive in a fast-paced environment with an unrelenting work ethic
• Engage effortlessly with a diverse range of personalities
• Excel at multitasking, completing tasks swiftly and effectively
• Bring motivation, reliability, and positive energy to the team

Qualifications

Bachelor’s degree preferred