- Location
- US
- Department
- IT
- Closing date
- 2 days ago
Description
First point of contact for target financial professionals and handles key activities such as researching our database, identifying decision-makers, and understanding the makeup of their book of business and client needs by contacting prospective producers.
Focus on outbound prospecting and work with Sales, National Accounts, and other teams to generate demand.
This position requires upwards of 70+ outbound calls per day to qualify future producers and partners for ExchangeRight.
Continuous outreach to existing industry partners to schedule meetings for External Wholesalers, playing a role in helping to secure agreements with new Broker-Dealers and advisor networks to amplify the reach of our offerings across the industry.
Assist with empowering investors, their representatives and advisors, and the BD & RIA firms with whom ExchangeRight partners, to be secure, free, and generous.
Works closely with all wholesalers to implement ExchangeRight’s sales strategies to assist with assigned region. Prepares weekly action plan and reviews it daily to determine each day's plan.
Develops sales leads by reviewing our database and various tools available and prospecting into region through a combination of warm and cold calls.
Consistently meets or exceeds minimum daily activity requirements.
Documents and follows up on sales leads generated during call campaigns, conference leads, new selling agreements and referrals.
Contacts registered representatives to provide detailed information about ExchangeRight’s products, special events, conference participation, due diligence meetings, and promotions to enhance sales.
Maintains sales representative tracking system by updating, correcting, or recording information.
Develops communication and presentation skills, make sales presentations, and conduct virtual meetings, as necessary.
Performs additional duties as requested.
Requirements and Qualifications:
Active FINRA Licenses (Series 7 and 63) or industry experience is required
Excellent verbal and written communication skills
Proficient at analyzing data to tailor communications
Strong time management and the ability to manage multiple activities efficiently
Ability to identify business drivers within target markets