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Lead Generation Specialist Envestnet Asset Management
THIS JOB HAS EXPIRED
DescriptionEnvestnet, Inc. (NYSE:ENV) is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. Envestnet is headquartered in Chicago.We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Currently we are seeking candidates who have an enthusiasm and commitment to provide a "Best in Class" client service experience to our Financial Advisors.
POSITION: Lead Generation Specialist
LOCATION: Seattle, WA
The Lead Generation Specialist will drive phone and web based lead generation and qualification. This position includes significant outbound phone calling, fielding inbound calls, qualifying leads, and the ability to clearly convey the benefits of our offering.
RESPONSIBILITIES:
?Become highly educated on our ever evolving RIA platform, Advisor Xi, and be able to clearly communicate the benefits of our offering.
?Answer inbound sales calls, qualify the prospect, enter them into the CRM and assign a task to the appropriate sales executive for follow up
?Manage the sales email inbox and leads generated from our website by responding and qualifying the prospect in a timely manner
?Support various marketing campaigns with outbound calling to generate interest
?Follow-up with prospects that attend EnvestnetTamarac sales and client events
?Continuously update prospect and client information in our CRM
?Support the Account Management team with upselling activities
?Manage all marketing and sales materials for the regional sales team
?Schedule demos and webinars for prospects
?Support various marketing activities as needed
?Utilize Microsoft Dynamics CRM and our integrated marketing automation tool, Pardot, in daily operations
QUALIFICATIONS:
?Ability to pick up new technology quickly
?Strong verbal and written communication skills
?Detail oriented and excellent multi-tasking skills
?Exceptional interpersonal and organizational skills
?Must work well in a team environment and present a professional demeanor
?Must be flexible, reliable, trustworthy, and absolutely confidential with all matters
?College Degree or equivalent work experience required
?Proficient in Microsoft Office
?CRM (preferably Microsoft Dynamics CRM) experience a must
?Ability to research and nurture potential opportunities
?Self-motivated with a positive attitude
EQUAL EMPLOYMENT OPPORTUNITY
Envestnet is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.
| Location: | Seattle, WA United States |
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THIS JOB HAS EXPIRED
Envestnet Asset Management
Investors: Cross Atlantic Capital PartnersAll Jobs: at Envestnet Asset Management
| Web Site: | www.envestnet.com |
|---|---|
| Headquarters: | 35 East Wacker Drive Suite 1600 Chicago, IL 60601 United States |
| Industry: | Financial Services |
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