Inside Sales Representative

About the role

Drive revenue growth by managing the sales process including lead generation, closing new client acquisition transactional deals, renewing subscriptions, and prospecting for upsell opportunities. Build relationships with prospective clients, understand their needs, and provide tailored solutions to achieve their financial and asset protection goals.

Responsibilities

• Identify and generate new sales leads through various channels, including cold calling, email campaigns, and social media outreach.
• Qualify leads to determine their potential and readiness to engage with Anderson Business Advisors.
• Conduct sales consultations with existing clients to understand their needs and objectives and upsell additional products.
• Present and explain Anderson Business Advisors' products and services, highlighting their benefits and how they meet client needs.
• Develop and deliver tailored sales proposals and quotes to prospects for various products.
• Follow existing sales processes.
• Build and maintain strong relationships with prospective and existing clients.
• Follow up with leads and clients regularly to ensure their needs are being met and to foster long-term relationships.
• Negotiate terms and close sales deals, ensuring mutual satisfaction and adherence to company policies.
• Achieve and exceed monthly sales targets and quotas.
• Provide exceptional client support throughout the sales process.
• Address client inquiries and resolve issues promptly and effectively.
• Ensure a seamless transition from sales to client onboarding and support teams.
• Maintain accurate and up-to-date records of sales activities, opportunities, and client interactions in the CRM system (Salesforce).

Requirements

• Bachelor’s degree in Business, Marketing, or related field.
• Minimum 2 years of experience in inside sales, preferably in a B2B environment.
• Proven track record of achieving and exceeding sales targets.
• Strong understanding of sales principles and techniques.
• Excellent organizational and time management skills.
• Strong communication and interpersonal skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Proficiency in Microsoft Office and CRM software (Salesforce preferred).

Preferred Qualifications

• Additional certifications or coursework related to sales or business development.

Performance Metrics

• Sales Targets: Achievement of monthly sales goals and quotas.
• Lead Conversion: Rate of converting leads into clients.
• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Efficiency: Timely completion of sales tasks and accurate CRM updates.

About Anderson

Anderson Business Advisors is an award-winning workplace—voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson brings attorneys, CPAs, and other professionals under one roof to empower clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

We're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities. We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Benefits

• Hybrid work schedule, balancing remote and in-office work seamlessly.
• Robust onboarding program with in-depth knowledge about the organization, services, and products.
• Comprehensive medical, dental, vision, and short-term disability coverage at no cost to you.
• 401(k) matching program.
• Generous paid time off: 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
• $35 monthly gym membership subsidy.

A full background check and drug screen are required for employment.