Sales Associate - Lead Generation, Corporate Retirement Plans Personal Capital
THIS JOB HAS EXPIRED Job Description
This is a ground floor opportunity for a sales-oriented professional to contribute in the pioneering of Personal Capital?s corporate retirement plans offering. The Junior Sales Associate will interact with prospective clients of Personal Capital?s innovative retirement and 401k plan solutions.
Duties include but are not limited to:
Heavy emphasis on outbound phone prospect lead generation and response to inbound calls to establish sales call appointments
Generate interest with prospective clients to receive a free plan benchmarking meeting with our VP of Retirement Sales
Interact with Sales regarding prospective clients
Interact with prospective clients via email
Properly record interactions within customer relationship management software
Desired Skills & Experience
Prior outbound calling experience, preferably within 401k or investment sales
Proven sales skills including proactive outbound calling efforts
Proven abilities to adhere to policies & procedures in regulatory-driven environments
Knowledge of corporate retirement plans, investment products and services
Exceptional verbal, written and listening communication skills
Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work
Strong interpersonal skills, team-oriented, and collaborative
Proficient using desktop computer applications (Email, Excel, Word) and CRM software.
Series 6, 63, 65 and 66 certifications a plus
Personal Capital is the next generation financial advisor. Designed around and customized for individuals, Personal Capital is on the leading edge of a rapidly changing financial services industry. Our unique money management experience gives users a holistic picture of their finances with the help of free software. We also offer financial advisory services previously only available to multi-millionaires. Our mission is to deliver truly personal and objective wealth management for the Internet and mobile age. Our management team is comprised of leading financial technology and e-finance executives, namely former Intuit and PayPal CEO, Bill Harris.
For more information on Personal Capital, please visit www.personalcapital.com and www.personalcapital401k.com.
Location: San Francisco, California. Potential opportunity to relocate outside of California within 12-24 months.
||San Francisco, CA |
THIS JOB HAS EXPIRED