Regional Sales Associate

Description:

• Report on Salesforce opportunities, activity management and sales results
• Prepare for and help execute special events and campaigns
• Implement operational and sales support tactics
• Facilitate weekly team meetings with your sales partners to work on sales growth initiatives
• Provide training to financial advisors on our new business process
• Support sales opportunities by responding to incoming financial advisor inquiries
• Input and maintain advisor related information in Salesforce as needed
• Provide general sales support as needed
• Present to financial advisor firms alongside sales partners