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Sales Support Analyst

New York, New York

Job ID: 10776 Category: Professional

Job Description

  • Manage and contact a designated list of trial subscribers to generate specific appointments (both in person and WebEx) for External Sales
  • Support National Account Manager in developing new business and existing relationships.
  • Research prospective advisor clients using multiple sources including, but not limited to, internal CRM database, purchased client lists, internet research
  • Use cold call techniques to generate new trial subscribers, business leads, and set up meetings for National Account Manager in designated territory
  • Help grow sales and activity within assigned territory, specifically within a segmented advisor base
  • Provide service and support to financial advisors by responding to requests and resolving any issues.
  • Support all major industry conference activity by scheduling at-event External Sales meetings
  • Cultivates and maintains relationships.
  • Follows up with financial consultants who establish new business and continually educates them on current products and upcoming new products.    

 

Qualifications:

  • Education Required: Bachelor’s degree in business, finance, or marketing/sales
  • Experience Required: 3 to 5 years’ experience
  • Adept at creating and executing high volume call campaigns to set up a minimum of 1000 meetings on behalf of sales team
  • MUST have Knowledge of the Investment Management Industry
  • Leverages Salesforce.com for prospecting and individual reporting processes
  • Ability to converse knowledgeably with financial advisors and other key personnel about investment solutions and current economic and market conditions.
  • Treats others with respect and consideration.
  • Applies general knowledge of business developed through education or past experience
  • Uses existing procedures to solve standard problems; analyses information and standard practices to make judgments
  • Exchanges straightforward information, asks questions and checks for understanding
  • Knows how to navigate the customer organization and identify key facts
  • Maintains customer information regarding decision makers in internal sales systems, as directed
  • Knows the fundamentals of customer retention, including how to identify valuable customers and their basic needs
  • Develops basic understanding of standard of our ClientDWA offerings and major areas of expertise
  • Develops a basic understanding of competitors’ standard products and services
  • Participates in dialogue with assigned customers
  • Participates in the communication with the internal team
  • Familiar with external trends (i.e. business trends, regulatory issues, global implications) to contribute to the anticipation of customers’ needs
  • Collaborates with colleagues and customers to assess customers’ immediate needs
  • Understands the other roles that are part of the sales process (e.g., sales support) and collaborates with the right individuals with the right information at the right time
  • Develops an understanding for sales performance and the strongest and weakest customers, bestselling products, and successful sales techniques
  • Assists in identifying opportunity in territory and develops a sales plan for the territory, including a list of high priority customers to target
  • Under direct supervision conducts an ongoing review of the territory plan, referring back to it regularly to make sure the plan is on target
  • Provides customers with basic, standard information regarding products/offerings

 

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