6 дней 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 client review meetings for alternative data products serving financial institutions with an accent on outbound sales, CRM accuracy, and meeting coordination. Focus on researching prospects, organizing client presentations, tracking sales opportunities, and maintaining accurate follow-up records.
Location: Hybrid, with 3 days per week in the office at 19 Old Kings Highway South, Suite 200, Darien, CT 06820, United States
Salary: USD 41,500–65,000 per year, plus sales-based incentive or performance-based bonus
Company
is a global consumer intelligence and market research company providing alternative data products and advanced analytics to financial institutions and other organizations.
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, and sales activity records in the CRM.
- Schedule introductory meetings and coordinate ongoing client meetings.
- Prepare agendas, presentation materials, meeting packages, and logistics for client reviews.
- Track follow-up actions, support pipeline management, and assist with sales administration and special projects.
Requirements
- Ability to work a hybrid schedule with 3 days per week in the Darien, Connecticut office.
- 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.
- Strong verbal, written, presentation, negotiation, listening, and client service skills.
- Proficiency with Microsoft PowerPoint, Excel, and Word.
- Ability to work independently and collaboratively, maintain a high level of activity, and follow through with limited supervision.
Culture & Benefits
- Flexible working environment within a hybrid office model.
- Medical, prescription, dental, and vision healthcare coverage.
- Flexible spending accounts, HSA with company contributions, life and disability insurance.
- 401(k) retirement plan with company matching contributions.
- Paid holidays, discretionary paid time off, volunteer time off, and parental leave.
- Tuition reimbursement, LinkedIn Learning, and an Employee Assistance Program.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
10 дней назад
Business Development Representative II (West Coast Territory)
46 900 - 67 400$
10 дней назад
Sales & Business Development Associate (Software)
36 800 - 61 700$
12 дней назад
Business Development Specialist
55 000 - 65 000$
7 дней назад
Internal Sales Representative (Auto Finance)
55 000 - 130 000$
10 дней назад
Account Executive (Small Business Sales)
45 000 - 63 000$
10 дней назад
Sales Assistant
70 000 - 80 000$