Job Summary
The primary focus of this position is to generate and assess new leads, effectively engaging with potential clients and referral partners. The role involves identifying client needs, conducting follow-ups, and successfully converting prospects into clients. Additionally, the position requires tracking sales activities and collaborating with various teams to ensure seamless client onboarding and communication with upper management.
Responsibilities
- Generate and qualify prospective leads.
- Engage in communication with prospects and referral partners to identify their needs.
- Follow up with prospects to foster relationships and convert them into clients.
- Track and document sales activities.
- Create and distribute marketing materials to attract potential clients.
- Coordinate client onboarding processes with the operations team.
- Provide regular updates on progress to the President.
Qualifications
- Excellent written and verbal communication skills.
- Effective active listening capabilities.
- Ability to clearly explain the benefits of products or services.
- Comfortable with prospect outreach initiatives.
- Proficiency with common Microsoft and Google business applications.
- Persistent, adaptable, and goal-oriented mindset.
- Able to work both independently and collaboratively within a team environment.
