Inside Sales Representative

Job Purpose: To drive revenue growth by managing the sales process including lead generation, closing new client acquisition transactional deals, renewing subscriptions, and prospecting for upsell opportunities. This role involves building relationships with prospective clients, understanding their needs, and providing tailored solutions to achieve their financial and asset protection goals. Key Responsibilities:

Lead Generation and Prospecting

• 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.

Sales Process Management

• 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.

Relationship Building

• 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.

Closing Sales

• Negotiate terms and close sales deals, ensuring mutual satisfaction and adherence to company policies.
• Achieve and exceed monthly sales targets and quotas.

Client Support

• 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.

Sales Reporting

• Maintain accurate and up-to-date records of sales activities, opportunities, and client interactions in the CRM system (Salesforce).

Competencies

Integrity

• Consistently demonstrates ethical behavior.
• Addresses minor ethical issues independently.
• Ensures confidentiality and privacy in more complex situations.

Accountability

• Manages own workload and meets deadlines with minimal supervision.
• Takes responsibility for the outcomes of projects.
• Proactively addresses issues and takes corrective actions.

Customer Focused

• Addresses customer needs independently.
• Handles more complex customer inquiries and complaints.
• Consistently seeks ways to improve customer satisfaction.

Time Management / Organization

• Plans and organizes own work efficiently.
• Balances multiple tasks and projects effectively.
• Uses advanced organizational tools to manage time.

Communication

• Communicates effectively in a variety of settings.
• Tailors messages to the audience and situation.
• Facilitates productive discussions and meetings.

Teamwork

• Contributes to team goals and objectives.
• Builds positive relationships with team members.
• Resolves minor conflicts within the team.

Self-Motivated

• Takes initiative to improve processes and outcomes.
• Manages own workload and sets personal goals.
• Pursues continuous learning and development.

Required Qualifications

• 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.