Sales Specialist managing prospects through consultations and navigating them toward advisory calls. Driving conversations around financial readiness and service needs with consultative selling techniques.
Responsibilities
Conduct structured and strategic consultations to assess financial readiness and specific service needs.
Guide prospects through the Document Request phase, ensuring all necessary financial data is collected for accurate quoting.
Maintain a disciplined follow-up sequence to maximize conversion rates from consultation to quote.
Identify higher-level prospects requiring deep strategic analysis and transition them to the Advanced Sales Specialist (AdSS) for Advisory Calls.
Requirements
Bachelor’s degree in Business, Communications, Marketing, or a related field preferred.
Demonstrated success in consultative selling, ideally within financial or professional services.
Strong understanding of business financials, basic tax structures, and operational bottlenecks.
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