Position Overview
Our client, an established financial and investment services organization, is seeking a motivated and relationship-driven
Inside Sales Representative to join its growing sales team.
This is an excellent opportunity for a sales professional who enjoys consultative selling, relationship development, and building a strong client portfolio. The successful candidate will generate new business, develop professional referral relationships, engage individual investors, and help clients understand precious metals solutions as part of their broader diversification and wealth-preservation objectives.
The organization provides comprehensive training, sales resources, and ongoing coaching to support success.
Professionals with backgrounds in financial services, banking, insurance, business development, account management, or other relationship-based sales environments are encouraged to apply.
Key Responsibilities
Inside Sales & Business Development
Generate new business through outbound prospecting, referrals, networking, and professional partner relationships.
Identify and develop relationships with qualified prospects and potential referral partners.
Conduct professional outreach through phone, email, LinkedIn, and other approved communication channels.
Build and maintain a consistent pipeline of qualified sales opportunities.
Conduct discovery conversations to understand client objectives, concerns, and potential needs.
Follow up consistently and professionally to move opportunities through the sales process.
Consultative Sales & Revenue Generation
Conduct consultative sales conversations with individual investors and referred prospects.
Educate clients on approved information
Explain available IRA and retirement account rollover solutions.
Address client questions and objections professionally while maintaining a relationship-focused approach.
Work toward established sales revenue, appointment, conversion, and client acquisition goals.
Maintain accurate sales pipeline information and forecasts.
Client Relationship & Portfolio Management
Develop and maintain an assigned portfolio of clients and prospects.
Establish trust through responsive communication, professional service, and consistent follow-up.
Maintain ongoing communication throughout the sales and account support process.
Coordinate with internal teams and approved service providers to support client needs.
Identify opportunities for additional client education, referrals, and relationship development.
Contribute to long-term client retention and portfolio growth.
Advisor & Referral Partner Development
Develop relationships with financial advisors, wealth managers, insurance professionals, tax professionals, and other qualified referral partners.
Introduce professional partners to the organization's advisor and reseller programs.
Support partner onboarding, engagement, and ongoing communication.
Help partners understand available products, resources, and client support services.
Maintain consistent follow-up to encourage engagement and generate qualified opportunities.
Sales Team Collaboration
Partner closely with sales leadership to implement business development strategies and sales initiatives.
Participate in training, coaching, role-play sessions, call reviews, and sales meetings.
Maintain accurate CRM documentation and customer records.
Meet established activity, outreach, follow-up, and performance expectations.
Contribute to a professional, accountable, and service-oriented sales environment.
Qualifications & Experience
Strong verbal and written communication skills.
Previous experience in inside sales, outside sales, business development, account management, client service, recruiting, banking, insurance, or financial services preferred.
Demonstrated ability to build relationships and establish trust with clients and professional contacts.
Comfortable with outbound prospecting, follow-up, and measurable sales activity.
Strong organizational skills and ability to manage multiple client relationships simultaneously.
Ability to communicate complex information clearly and professionally.
Familiarity with CRM systems, sales pipelines, and sales reporting preferred.
Ability to work independently while collaborating with sales leadership.
Professional judgment and ability to handle confidential client information.
High school diploma or equivalent required; additional education or industry training preferred.
Ideal Candidate Profile
Motivated sales professional with a strong desire to earn significant commissions.
Relationship-oriented with excellent interpersonal and communication skills.
Comfortable making outbound calls and developing new business.
Persistent, disciplined, and consistent with follow-up.
Consultative salesperson who prioritizes trust and client relationships.
Competitive, goal-driven, and motivated by performance-based compensation.
Professional, coachable, and eager to learn.
Able to manage a client portfolio while continually generating new opportunities.
Compensation & Benefits
$36,000 annual base salary plus commission.
Estimated first-year earnings of $100,000$150,000 for successful performers.
Medical, Vision, and Dental Insurance.
401(k) retirement plan.
Comprehensive training and ongoing sales coaching.
Additional Requirements
Position based in The Woodlands, TX.
Full-time, in-office sales position.
Flexibility for occasional evening or weekend on-call coverage.
Willingness to participate in sales training, coaching, and performance reviews.
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