Helping advisors grow their business through extraordinary marketing.
Automated Marketing • Financial Services Marketing • Websites • Digital Marketing • Social Media
201 - 500
💰 Series A on 2016-08
March 6
Helping advisors grow their business through extraordinary marketing.
Automated Marketing • Financial Services Marketing • Websites • Digital Marketing • Social Media
201 - 500
💰 Series A on 2016-08
• Develop opportunities through cold-call prospecting, email promotions & follow up on leads • Utilize HubSpot to ensure activities are documented • Prospect to C-Level Financial Advisors and Insurance Agencies • Maintain a working knowledge of company products • Create rapport, credibility & build trust based relationships • Attend Sales training and team meetings • Responsible for achievement of sales goals/targets • Comply with company policies and procedures • Access to a private & secure workspace, free from distractions • Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor • An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps) • Skills and Qualifications
• Excellent oral & written communication skills • Eagerness to learn, take direction & incorporate feedback into work • Highly motivated with the ability to interact with professionals • Knowledge of standard business applications such as G Suite, Slack, Salesloft etc is a plus • Basic computer knowledge • Understanding how computers work and how to use them • CRM (HubSpot or equivalent) experience, a plus • Self-confident, self-motivated, driven, organized and solution oriented
• Generous paid Holiday schedule with a paid Winter Holiday Shutdown week • Comprehensive paid time off policies including vacation, sick, parental, and bereavement leave. • Robust Insurance Plan including: Medical with $0 co-pay, Telehealth plan, Dental, Vision, Health Savings Account (HSA) with generous employer contributions, Flexible Spending Accounts (FSA), Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage, Company-paid Short & Long Term Disability coverage, Company-paid Employee Assistance Program (EAP) • Matching 401(k) with immediate full vesting • Employee Events Committee that plans fun in-person and virtual events • On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit • Internet & Gym Reimbursement! • Work computer equipment is provided to help you succeed :)
Apply NowMarch 5
1001 - 5000
🇺🇸 United States – Remote
💰 $136M Series B on 2012-07
⏰ Full Time
🟡 Mid-level
🟠 Senior
🤑 Sales
🗽 H1B Visa Sponsor
March 5
201 - 500
🇺🇸 United States – Remote
💵 $36k / year
💰 Series A on 2017-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
🤑 Sales
🗽 H1B Visa Sponsor