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Inside Sales Representative

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Job: Inside Sales Representative

Date posted: 04/11/13
Contact May Lor
Employer Name: Pathway Strategic Advisors
Location: Folsom, CA
Email: may.lor@pathwaysa.com
Phone: 9164261584
Deadline: June 15, 2013
Field: Financial Services
Compensation: TBD
Hours: 40 hrs/wk
Web: http://www.pathwaysa.com
Fax:
Who should apply? Both Undergrad and Graduate Students
Responsibilities:

DUTIES AND RESPONSIBILITIES:

  •  Initiates contact with Independent Financial Advisors about money management services.
  • Schedules sales appointments for our team of licensed business development consultants.
  • Works closely with other members of the sales team to ensure leads are converted to sales.
  • Updates CRM database in real-time.
Skills & Abilities:

QUALIFICATIONS REQUIRED:

  • Some college, preferably in Business or Communications
  • Professional look and demeanor
  • Self-starter, with the ability to work independently
  • Strong communication and relationship-building skills
  • Familiarity with a Customer Relationship Management database
  • Proficiency in a Windows/PC work environment, specifically MS Office
Details:

DEPARTMENT: Sales

REPORTS TO: Sales Manager

CLASSIFICATION:

Hourly, Non-Exempt

ABOUT THE COMPANY:

Pathway Strategic Advisors is an SEC-registered, independent investment advisory firm providing third-party money management services to independent financial advisors.

SUMMARY OF THE POSITION:

Directly markets services to independent financial advisors. We are looking for highly motivated individuals with great communications skills.

DUTIES AND RESPONSIBILITIES:

  • Initiates contact with Independent Financial Advisors about money management services.
  • Schedules sales appointments for our team of licensed business development consultants.
  • Works closely with other members of the sales team to ensure leads are converted to sales. 
  • Updates CRM database in real-time.

QUALIFICATIONS REQUIRED:

  • Some college, preferably in Business or Communications
  • Professional look and demeanor
  • Self-starter, with the ability to work independently
  • Strong communication and relationship-building skills
  • Familiarity with a Customer Relationship Management database
  • Proficiency in a Windows/PC work environment, specifically MS Office

BENEFITS:

We value our employees’ time and efforts. Our commitment to your success is enhanced by our competitive pay of $12-$18 per hour, depending on experience, and an extensive benefits package including paid time off, medical, Retirement Benefit – 401K and future growth opportunities within the company.

Plus, we work to maintain the best possible environment for our employees, where people can learn and grow with the company.

We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances.

This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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