Inside Sales Position

Required Qualifications:

• 2+ years sales experience (required)

• Must be able to build rapport. Be skilled in active listening, have empathy when

discussing client’s financial health

• Must be a change agent, have a drive to achieve, be competitive, enthusiastic,

andresilient

• Strong written and verbal skills

• Talent to compete in a fast-paced, high-energy environment

• Problem solver with the ability to multi-task using judgment and decision-

• making skills

• Proven experience dealing directly with clients through phone, email, and texts

• Proficiency in Microsoft Office, SharePoint, client service software, databases, and tools

• Bilingual in Spanish is a plus

Physical and Mental Requirements:

• Impeccable written and oral communication

• Ability to drive agreement through intellect, interpersonal and negotiations skills

• Successful track record in a thriving, fast paced environment

• Able to stand and walk for extended periods of time

• Ability to lift to 10 pounds

• Ability to concentrate on details, work under deadline pressures, apply sound logic and

judgment, and prioritize tasks and responsibilities

Work Environment:

• Office with relatively low to moderate noise level

• Professional casual

Please note this job description is not designed to cover or contain a comprehensive listing of

activities, duties or responsibilities that are required of the employee for this job. Duties,

responsibilities, and activities may change at any time with or without notice.

Employee signature below constitutes employee's understanding of the requirements, essential

functions, and duties of the position.

Job Requirements: