Inside Sales Associate
Consolidated Planning is looking for a motivated Inside Sales Associate. This is a unique opportunity to gain valuable sales experience while building connections with financial professionals nationwide, with tremendous growth potential. This is a great way to start a career in the financial services and planning industry.
Position Highlights:
- Competitive Pay + Commission: Base pay plus commission based on performance.
- Comprehensive Training: Hands-on training to prepare you for a successful sales career.
- Growth Opportunities: This position can lead to further opportunities within the company.
Role Overview:
As an Inside Sales Associate, you’ll recruit and manage relationships with financial advisors nationwide, offering Guardian’s Disability and Life products.
Key Responsibilities:
- Make high-volume outbound calls to financial professionals.
- Educate advisors on Guardian’s products and help them meet their clients’ needs.
- Meet or exceed recruitment and business generation targets.
- Track outreach and results in our CRM system.
- Collaborate with the team to refine strategies and improve results.
What You’ll Bring:
- A passion for sales and helping others succeed.
- Strong communication and relationship-building skills.
- Self-motivation and ability to work independently or within a team.
- Attention to detail and organizational skills.
- Prior sales experience is a plus, but a willingness to learn is key.
- College degree
Why Join Us?
At Consolidated Planning, we invest in your growth:
- Supportive Culture: We mentor and celebrate your success.
- Training: We will provide a thorough training program and will be here to support you as you grow in this role.
- Career Growth: Success in this position offers the potential for amazing career opportunities.
Requirements:
- Must be a US citizen or permanent resident
- A four-year college degree
- Ideally based in Charlotte
