Inside Sales RepresentativeCompany Overview:

Are you a sales dynamo, hungry for success and financial stability?

Crown Haven, a trusted local independent fiduciary firm specializing in holistic financial planning, particularly retirement planning, is seeking passionate individuals to join our mission-driven team. Founded in 2012 by Casey Marx, Crown Haven is committed to providing personalized financial solutions, driven by a deep-rooted desire to empower individuals and families. As we continue to expand our reach and services, we are searching for dedicated individuals ready to make a substantial impact.

Crown Haven Wealth Advisors is expanding, and we’re seeking determined individuals to fill the role of Inside Sales Representative. As part of our team, you will play a pivotal role in engaging with potential clients, understanding their needs, and offering tailored solutions from our suite of products and services. In short, you will be the engine that drives the company forward.

Who Would Succeed in This Role?

We're looking for individuals willing to roll up their sleeves and embrace the grind. Success in this position demands a results-oriented mindset and a relentless drive to excel. The earning potential for this position is substantial for those who are committed to putting in the effort. We're seeking the best of the best—individuals who thrive in challenging environments and are motivated by achieving their goals.

Inside Sales Representative Responsibilities:

• Appointment Setting: Utilize cold calling, text messaging, and online sales strategies to schedule appointments with prospects.
• Engagement: Initiate outbound calls to prospects, actively listening to their needs and identifying opportunities for sales.
• Goal Achievement: Collaborate with the team to meet weekly, monthly, and yearly quotas set by Crown Haven Wealth Advisors.
• Database Management: Maintain accurate records of current and potential customers to facilitate effective follow-ups and engagement.
• Product Expertise: Become proficient in our products and services to effectively communicate their unique value propositions.
• Benefits:
• Competitive commission-based pay with performance-based incentives.
• Opportunities for career advancement and leadership roles.
• Access to free sales training and ongoing support from experienced team leaders.

Inside Sales Representative Requirements:

• Experience: 3 years in outbound sales positions.
• Insurance background is Preferred but Not Mandatory.
• Communication Skills: Strong verbal and written communication abilities.
• Organization: Excellent organizational skills with the ability to multitask effectively.
• Sales Acumen: Exceptional phone and cold calling skills with a knack for sales.
• Customer Focus: Dedication to delivering exceptional customer service.
• Listening Skills: Ability to actively listen and identify customer needs.
• Professionalism: Demonstrate professional etiquette in all interactions.

If you’re ready to unleash your sales prowess and join our team of experts at Crown Haven Wealth Advisors, we want to hear from you! Submit your updated résumé today and embark on a rewarding career journey with us.

Job Type: Full-time (Monday - Friday)

Work Location: In person | Carmel, IN 46032: Relocate before starting work (Required)

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Paid training
• Vision insurance

Experience level:

• 3 years

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Application Question(s):

• Explain to us why you believe you would be the best fit for this position. Please include past successes and/or metrics that will help us understand your value.

Experience:

• Cold calling: 3 years (Required)

Ability to Commute:

• Carmel, IN 46032 (Required)

Ability to Relocate:

• Carmel, IN 46032: Relocate before starting work (Required)

Work Location: In person