What are the responsibilities and job description for the Inbound Sales Representative – Financial Services position at Boulder Connect?
Role: Sales – Incoming Leads Only
Responsibilities
Responsibilities
- Respond to qualified inbound leads and convert them into new financial services client engagements.
- Conduct consultative discovery calls to understand client needs.
- Position advisory and consulting solutions effectively.
- Partner with senior advisors to manage a structured sales pipeline.
- Maintain accurate CRM records to track client interactions and progress.
- Drive consistent revenue results through strategic sales activities.
- 2–3 years of experience in B2B or financial services sales.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced, data-driven, and collaborative environment.
- Entrepreneurial mindset with a focus on client engagement and sales growth.