What are the responsibilities and job description for the Sales Manager Financial Services position at Umergence?
Job description:
Company Description
Umergence is a US based company that is involved in infrastructure and venture capital. We also fund startups and venture deals, find investors and invest resources in them directly as a company.
Position Description
The sales manager oversees daily sales activity, meets with major clients, draws up sales reports, designs new and more effective sales strategies, and works to market and promote company wealth management products and services.
- Financial Sales Manager
- Develop and manage outreach strategies for partner/executive outreach.
- Possesses strong skills in investor outreach and CRM management.
- Leads development of varied GTM strategies
Essential Duties and Responsibilities
•Meets with existing clients to discuss the company’s products and services.
•Works to foster lasting relationships with client base.
•Locates opportunities to expand client base.
•Networks with prospective clients to persuade them to bring their business to the company.
•Sets specific quarterly or annual sales goals.
•Oversees the activity of junior sales associates.
•Draws up sales activity reports and new call lists
•Works to ensure sales and productivity goals are met.
•Presents information regarding clients and sales at company meetings.
•Devises new and innovative ways to market products and services.
•Attends national sales conferences.
•Assists in designing marketing and promotional materials both in print and online.
•Conducts independent research into target investor base.
•Leads in-house seminars and workshops to help improve the effectiveness and productivity of the sales team.
Required Knowledge, Skills and Abilities
•Demonstrates detailed knowledge of the company’s products and services.
•Possesses knowledge of competitive products and markets.
•Exhibits strong interpersonal and customer service skills.
•Demonstrates ability to think creatively.
•Exhibits awareness of best sales practices and methods.
•Works well with a team.
•Demonstrates patience with reluctant or frustrated clients.
•Exhibits familiarity with Microsoft Word, Excel, Power Point, and Outlook.
•Communicates clearly and effectively.
•Possesses strong persuasive abilities.
•Demonstrates solid motivational and leadership skills.
•Maintains a professional but confident and outgoing demeanor.
•Is capable of conducting independent research.
•Demonstrates strong organizational skills.
Education and Experience
Holds, at minimum, a Bachelor’s Degree in Finance, Marketing, or Business. Required to have several years of experience in the sales management role, and should be able to demonstrate a successful sales record.
Job Types: Consultant, full time