Targeted calling of end-investors / client leads coming in through financial professionalsâ (FPâs) pipeline via LeadEngine program, powered by SmartAsset.
Leveraging MarketingCentral via respective FPâs profile to set up drip campaigns to nurture leads.
Social media research identifying and contacting lead as part of nurture process.
Outbound call support for select FPs in LeadEngine program, setting appointments for FP.
Create opportunities for FPs by making outbound calls daily as well as taking daily inbound calls from leads.
Track activity (daily/monthly/quarterly) and record results against specific goals and metrics.
Other duties as assigned.
What you need to have:
Innovative self-starter with a strong work ethic
Excellent telephone, written and verbal communication skills
Recent graduate
1-3 years of experience working within the financial services space or sales experience
Numbers & Facts
Location
San Diego, California
Skills
Business Developmentunmatched
Campaignsunmatched
Communication Skillsunmatched
Financial Servicesunmatched
Media Researchunmatched
Metricsunmatched
Presentation/Verbal Skillsunmatched
Salesunmatched
Social Mediaunmatched
Writing Skillsunmatched
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