Inbound Sales / Financial Consultant / Inside Sales

Seeking sales professionals experienced with question based selling and customer advising.  Individual must have ability to translate inbound inquiries into best-fit alternatives. 

Company Snapshot

Peak Financial is an established consulting firm helping individuals through our in house programs and affiliate services.  Headquartered in Colorado, this organization helps domestic companies reach qualified clients offering financial services.  Peak Financial provides strategic advice and vision for both financial individuals and institutions.    

We are actively seeking professionals to join and contribute to our ongoing success.  Join an organization that cares about your success in addition to organizational health.  Training and education will be provided and paid for by company.  Potential to earn six figures is based on previous history. 

Due to the overwhelming interest in our financial consulting programs, Peak Financial needs high energy professionals that can demonstrate patience and perseverance while consulting with potential customers.  Despite the poor economy, Peak Financial is growing and is activity seeking high quality professionals looking for upward potential.

Job Description

Job requires high level of ethics due to the sensitive nature of information and financial regulations.  In the role, you will be responsible for the aid and development of new client relationships as a trusted advisor.  Position does NOT involve cold calling yet utilizes Peak Financial’s marketing programs to steer interested clients to you.  Must master the question based sale and setup online/telephone meetings in order to strengthen sales pipeline. Position reports directly to the National Sales Manager.

Primary Responsibilities: 

·        Consult and inform clients about Peak Financials best-fit solutions.

·        Set weekly appointments and calls to connect all decision making parities.

·        Meet weekly sales activity requirements.

·        Complete weekly documentation and sales report.

·        Present program insights and determine client qualifications.

·        Present and close individuals seeking financial services aid.

·        Presents telecommunications products and services by providing explanations, demonstrations, and literature; asking for the sale; organizing sales team when required; writing proposals; responding to requests for proposal (RFPs) and requests for information (RFIs).

·        Provides sales planning information and historical records by maintaining database on area and customer sales, sales activities, and account profiles.

·        Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

The ability to illustrate and communicate precisely with client decision makers is a must.  Position requires the tenacity to nurture relationships over a period of time and ultimately win their trust and business.  Financial industry knowledge is a plus.

Primary Requirements:

·        Hunter mentality

·        Proven 2 year inside sales history.

·        Strong and clear over the phone communicator.

·        Ability to follow through and provide excellent customer service.

·        Must act as advisor on behalf of the client.

·        Fluent computer skills including software such as Microsoft Word, Outlook, and Excel.  Web Browser and online aptitude is vital for successful presentations.

·        Ability to work independently and successfully with minimal supervision.

·        Very strong interpersonal skills.

·        Work ethic and the ability to deal with rejection.

·        The ability to nurture a significant sphere of influence and close sales.

·        Requirements 2+ Years of sales experience, Computer experience, Organizational and Leadership skills. Financial industry knowledge is a plus.

Compensation

• Draw plus Commission
• Expected Income:  $50,000 - 80,000 dollars
• Unlimited Income Potential
• Aggressive Sales Compensation Plan

--- Apply now for consideration ---