Demand Center Inbound Sales Specialist at Cetera… · Remote

Summary: Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Inbound Sales Development Representative is responsible for nurturing inbound leads and converting them into qualified opportunities for the Business Development team. Responsibilities: - Respond promptly and professionally to inbound inquiries from potential customers via email, phone, chat, and other communication channels - Manage intake & qualification of leads to determine fit from our inbound channels (Search firms & Referrals) based on their level of interest, budget, timeline, and fit with our offerings - Deliver a “consultative” approach to selling; partner with the lead referring source to understand the prospect’s business, their goals, objectives, and challenges before recommending a route and ensure all info is captured to continue nurturing and profile build on the prospect - Route prospects to the Business Development team to assist in solving problems and driving value - Cultivates & provides education on areas of interest for under-informed prospects and sell in value proposition - Utilize CRM (Customer Relationship Management) systems and sales tools to track interactions, update lead statuses, and prioritize follow-up activities - Maintain Data quality and consistency across lead management systems - Provide ongoing support and assistance to prospects throughout the sales process, addressing any questions or concerns they may have - Document all prospect interactions, activities, and outcomes accurately and comprehensively in CRM software or other sales tools and maintain Data quality and consistency across lead management systems - Continuously learn about industry trends, market developments, and competitor strategies Required Qualifications: - High School Diploma or equivalent - Minimum of 1-3 years of experience in within B2B sales - Strong interpersonal skills and the ability to build rapport quickly with diverse individuals - Consistent over-achievement in past positions - Possess an understanding of basic sales methodologies - Technically adept, self-motivated, and driven by results - Demonstrated ability to work effectively in a fast-paced, dynamic environment - Goal-oriented mindset with a track record of meeting or exceeding targets Preferred Qualifications: - Additional education or certifications in Sales or Customer Service is desirable - Proficiency in using CRM systems and MS Suite, other sales tools is a plus Required Skills: B2B sales experience, CRM proficiency Important Skills: Sales methodologies, Technical aptitude Nice-to-Have Skills: Consultative selling, Goal-oriented mindset Benefits: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship., Easy access to mental health benefits to meet our team members and their families where they are., 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities., 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years., Paid parental leave to support all team members with birth, adoption, and foster., Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more., Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.