What are the responsibilities and job description for the Inbound Sales Representative position at RoShay Services?
Role: Sales – Incoming Leads Only
Convert qualified inbound interest into new financial services client engagements by responding to warm leads and conducting consultative discovery calls. Understand client needs and position advisory and consulting solutions in partnership with senior advisors.
Key Duties
Convert qualified inbound interest into new financial services client engagements by responding to warm leads and conducting consultative discovery calls. Understand client needs and position advisory and consulting solutions in partnership with senior advisors.
Key Duties
- Engage inbound leads and drive them through the sales process
- Perform discovery to assess needs and recommend appropriate solutions
- Manage a structured sales pipeline and track progress
- Maintain accurate, meticulous CRM documentation
- Collaborate with senior advisors to support client acquisition and revenue goals
- 2–3 years of B2B or financial services sales experience
- Strong communication and consultative selling skills
- Comfort working in a fast-paced, data-driven environment
- Strong CRM skills and attention to detail
- Ability to thrive in a collaborative, entrepreneurial culture