Inbound Sales Representative

Role: Sales – Incoming Leads Only Convert qualified inbound interest into new financial services client engagements by responding to warm leads and conducting consultative discovery calls. Understand client needs and position advisory and consulting solutions in partnership with senior advisors. Key Duties Engage inbound leads and drive them through the sales processPerform discovery to assess needs and recommend appropriate solutionsManage a structured sales pipeline and track progressMaintain accurate, meticulous CRM documentationCollaborate with senior advisors to support client acquisition and revenue goals Qualifications & Skills 2–3 years of B2B or financial services sales experienceStrong communication and consultative selling skillsComfort working in a fast-paced, data-driven environmentStrong CRM skills and attention to detailAbility to thrive in a collaborative, entrepreneurial culture