Inbound Sales Representative – Financial Services

Responsibilities

• Respond to qualified inbound leads and convert them into new financial services client engagements.
• Conduct consultative discovery calls to understand client needs.
• Position advisory and consulting solutions effectively.
• Partner with senior advisors to manage a structured sales pipeline.
• Maintain accurate CRM records to track client interactions and progress.
• Drive consistent revenue results through strategic sales activities.

Qualifications & Skills

• 2–3 years of experience in B2B or financial services sales.
• Strong communication and interpersonal skills.
• Ability to work in a fast-paced, data-driven, and collaborative environment.
• Entrepreneurial mindset with a focus on client engagement and sales growth.