3 дня назад
Sales Associate (Financial Services)
41 500 - 65 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Associate (Financial Services): Supporting prospecting, client relationship management, and sales administration for alternative data products serving financial institutions with an accent on business development, client review coordination, and CRM accuracy. Focus on identifying prospects, organizing client meetings, preparing presentation materials, and tracking sales opportunities and follow-up actions.
Location: Hybrid, requiring three days per week in the office at 19 Old Kings Highway South, Suite 200, Darien, Connecticut, United States
Salary: $41,500–$65,000 yearly base compensation, plus eligibility for a sales-based incentive or performance-based bonus.
Company
is a consumer intelligence and market research company providing alternative data products and consumer insights to financial institutions and businesses worldwide.
What you will do
- Research prospective clients through referrals, networking, industry databases, and other sources.
- Conduct outbound outreach by phone, email, and social media to generate business opportunities.
- Maintain prospect, client, sales activity, and opportunity records in the CRM.
- Coordinate meetings with prospective and existing clients and support routine client inquiries.
- Prepare agendas, presentation packages, meeting materials, and logistics for client review meetings.
- Track follow-up items, pipeline activity, reporting, and sales administration tasks.
Requirements
- 0–2 years of work experience; suitable for a recent graduate or early-career professional.
- Bachelor’s degree required, preferably in Finance, Economics, or Marketing.
- Ability to work three days per week in the Darien, Connecticut office.
- Strong verbal, written, presentation, negotiation, listening, and client service skills.
- Proficiency with Microsoft PowerPoint, Excel, and Word.
- Self-motivation, organization, attention to detail, initiative, follow-through, and the ability to work independently and collaboratively.
Culture & Benefits
- Comprehensive medical, prescription, dental, and vision coverage.
- Flexible spending accounts and a Health Savings Account with company contributions.
- 401(k) retirement plan with company matching contributions.
- Life, AD&D, disability, and employee assistance program coverage.
- Discretionary paid time off, 11 paid holidays, volunteer time off, tuition reimbursement, and LinkedIn Learning.
- Flexible working environment and additional parental leave benefits.
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