The Sales Representative will play a vital role in growing CamaPlan’s client base by engaging prospects, educating them on self-directed retirement account options, and guiding them through the account opening process. This role is focused on inbound and outbound lead conversion, relationship-building, and delivering an exceptional client experience.
Key Responsibilities
Proactively follow up with leads from webinars, events, referrals, and digital campaigns.
Conduct outbound calls, emails, and follow-up sequences to nurture prospects and convert them into clients.
Explain the benefits of Self-Directed IRAs and CamaPlan’s custodial services in a clear, compliant, and customer-focused manner.
Qualify prospects and identify their investment interests (real estate, notes, precious metals, etc.).
Collaborate with Marketing to refine lead generation campaigns and provide feedback on messaging.
Track and manage all interactions in CRM (Salesforce). Meet or exceed monthly and quarterly sales goals for new accounts opened.
Assist clients in completing applications and onboarding documentation.
Build relationships with referral partners (real estate companies, CPAs, attorneys, financial advisors, etc.) to drive pipeline growth.
Attend events, conferences, and local networking groups to build relationships, generate leads, and represent CamaPlan. Travel as needed to support business development efforts.
Stay up to date on SDIRA industry trends, IRS rules, and CamaPlan’s offerings to effectively educate prospects.
Qualifications
3+ years of sales experience (inside sales, account executive, or similar role).
Financial services, retirement accounts, or investment background strongly preferred.
Excellent communication and presentation skills (phone, email, and virtual).
Strong organizational skills and ability to manage a high volume of leads.
Proven track record of hitting or exceeding sales targets.
Tech-savvy with CRM systems (Salesforce experience a plus).
Self-motivated, proactive, and able to work independently and as part of a team.
Knowledge of SDIRAs, real estate investing, or alternative assets is a plus (training provided).
Location: Philadelphia Area( On-site for local candidates; remote opportunities available for candidates outside the area).
Company: CamaPlan – Self-Directed IRA Custodian
About CamaPlan
CamaPlan is a leading Self-Directed IRA (SDIRA) custodian empowering investors to take control of their retirement funds by investing beyond Wall Street into real estate, precious metals, private placements, notes, and more. We pride ourselves on delivering education, flexibility, and excellent service to individuals and professionals seeking alternative investment strategies.