Job Description

Sales Representative

Baton Rouge, LA

**in-office, non-remote**

A rapidly growing Financial Planning Firm is seeking a Sales Representative to provide strategic direction, leadership, and management of all prospective client communication using multiple marketing channels.

Responsibilities:

Manage all inbound and outbound call volume, with the goal of setting appointments for advisors.
Ability to be on the phone 60-70% of the day.
Promote referrals through client interaction.
Manage and coordinate internal advisors' calendars with clients and potential clients.
Ensure prospective client information is entered into the CRM.
Track, asses, and report the status of business metrics.
Identify local networking opportunities.
Provide marketing communication by working with third-party companies to initiate lead generation programs, support material, and marketing campaigns.
Promote, plan, and attend referral and prospecting events.
Perform post-event follow-up activities with attendees and schedule appointments.

Qualifications & Skills

Excellent communication and customer service skills.
Experience working in a financial group desired.
Ability to establish and maintain positive relationships with existing and potential clients.
Ability to market to existing and potential clients in person and by telephone.
Persistent with an entrepreneurial viewpoint to build a client base.
Effective time management.
Ability to be on the phone 60-70% of the day.
Ambitious with a sense of urgency and initiative.
Microsoft Office Suite (Excel, Word, PowerPoint)

Full-time salaried position with an excellent benefits package!

Job Type: Full-time

Benefits: