Job Description
Responsibilities:
- Research & Identify:
- Conduct thorough research to identify and qualify potential clients within the financial services industry.
- Utilize various tools and resources to gather relevant information on prospects.
- Outbound Outreach:
- Execute strategic outbound campaigns via email and phone to generate interest in Optimal AdvisorAI’s solutions.
- Craft compelling and personalized messages to engage prospects and articulate the value proposition.
- Appointment Setting:
- Schedule high-quality meetings for senior sales executives with qualified prospects.
- Effectively manage calendars and ensure seamless coordination.
- CRM Management:
- Accurately log all activities, track leads, and maintain data integrity within the CRM system.
- Generate reports and provide insights on lead generation performance.
- Collaboration:
- Work closely with the sales team to refine outreach strategies and messaging.
- Provide feedback and contribute to continuous improvement of sales processes.
Minimum Requirements:
- Driven & Self-Motivated: Ability to take initiative and thrive in a fast-paced, dynamic environment.
- Strong Communicator: Excellent verbal and written communication skills, with the ability to effectively engage and build rapport with prospects.
- Organized & Detail-Oriented: Ability to manage multiple leads, prioritize tasks, and maintain meticulous attention to detail.
- Tech-Savvy: Proficiency in using CRM systems and willingness to adopt new AI tools to enhance efficiency.
- Hustle & Grit: A relentless approach to overcoming challenges and consistently finding innovative ways to connect with prospects.
- Experience in sales, or the financial industry is a plus.
Benefits:
- Competitive salary based on experience.
IF you meet the above requirements and want to make a career-changing move, apply today by emailing your CV to *****@*****.co.za
You can also connect with Daniel on LinkedIn or contact Hire Resolve
If you meet the above requirements we will contact you within 3 working days
GO APPLY NOW
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