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Description
The purpose of this position is to extend eMoney Advisor's market coverage for eMoney's products by generating new pipeline through :
They will be active participants in territory and account planning to support the team.
JobResponsibilities
Outbound :
Inbound :
Campaign Execution & Lead Management :
Opportunity and Lead Nurturing
Data entry in the CRM system
Document the campaign execution and lead / opportunity management activities using the adequate systems correctly
Requirements
Skills
The salary range for this position is $51,000 - $66,000; commensurate salary to be determined based on skills, professional background and expertise.
This position is also eligible, pursuant to applicable eMoney policies, eMoney commission program, retirement contributions, health insurance, sick leave, parental leave and paid time off.
Please note this is a 100% remote role.
At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization.
Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 100,000 financial professionals and support over 5 million end clients.
At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work.
Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.
eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
Last updated : 2024-03-03
Full Time
Investment Management
$41k-57k (estimate)
03/03/2024
04/12/2024
emoneyadvisor.com
WAYNE, PA
500 - 1,000
2000
EDWARD O' BRIEN
$200M - $500M
Investment Management
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Sales development representatives need to conduct research for prospective clients and qualify the leads before handing them to the sales team.
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The Sales qualified leads are then passed to the AR or the AE who then close the sales deals.
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The representative might set a schedule for calling each customer at a later date and note whether the customer seemed receptive to new products or services.
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