Jules
Location
Alemanha | Brazil
Job description
Hi there! We are Jules and our client is looking for a Financial Services Sales Specialist!
**This position is open for people residing in LATIN AMERICA**
About the Position
We are seeking a high-energy and personable Outbound Sales Specialist with experience in financial services or compliance-minded products to join our team. The ideal candidate will be fluent in English, have a strong understanding of sales automation tools, and be adept at using a multi-pronged approach to outreach. This individual will play a key role in early consumer outreach, sign-ups, and investor follow-ups, contributing to our overall growth strategy.
Key Responsibilities
Early Consumer Outreach & Sign-Ups:
Initiate outreach to potential customers to generate early interest and sign-ups.
Engage with leads and prospects in a proactive and personable manner.
Multi-Pronged Outreach:
Utilize various channels for outreach, including SMS, email, LinkedIn, Telegram, social media, and telephone calls.
Develop and execute personalized communication strategies for each lead.
Investor Follow-Ups:
Follow up with potential investors to provide updates and address inquiries.
Build and maintain strong relationships with investors.
Sales Automation Tools & Reporting:
Utilize sales automation tools to streamline outreach and manage leads.
Maintain accurate records of all sales activities and produce regular reports.
Financial Services Expertise:
Leverage knowledge of financial services and compliance to effectively communicate the value of our offerings.
Address client concerns regarding compliance and regulatory matters.
Qualifications
Education & Experience:
Bachelor's degree in Business, Marketing, or a related field is preferred.
Minimum of 2 years of experience in outbound sales, preferably in financial services or compliance-minded products.
Proven track record of achieving or exceeding sales targets.
Skills & Competencies:
Fluent in English with excellent verbal and written communication skills.
High energy, personable, and proactive in reaching out to potential clients.
Familiarity with sales automation tools like Salesforce, HubSpot, or similar CRM platforms.
Experience using multiple outreach channels (SMS, email, LinkedIn, social media, telephone calling, etc.).
Strong organizational skills and attention to detail.
Ability to work independently and remotely, with a proactive and entrepreneurial mindset.
Job tags
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