Inbound Sales Resume Samples

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The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the inbound sales job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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LC
L Carter
Ludwig
Carter
442 Mann Burgs
Dallas
TX
+1 (555) 597 4756
442 Mann Burgs
Dallas
TX
Phone
p +1 (555) 597 4756
Experience Experience
San Francisco, CA
Inbound Sales
San Francisco, CA
Nader-Hintz
San Francisco, CA
Inbound Sales
  • Work with other business units to resolve relocation issues, i.e. service, technical, credit/adjustments, etc)
  • Effective time management
  • Consistently make 50 or more outbound calls daily
  • Ensure customer satisfaction by providing a high level of service to retain customer
  • Establish rapport with new and existing customers
  • Effectively manage your time
  • Provide resolution to customer concerns
Dallas, TX
Inbound Sales Specialist
Dallas, TX
Cartwright, Ritchie and Bartoletti
Dallas, TX
Inbound Sales Specialist
  • Provide support and assistance to customer regarding
  • Fun working environment!
  • Accurately price and understand product offerings to create proposals and contracts for the sales team
  • Educational assistance up to $5200 annually
  • Maintain a high level of world class customer service/professionalism to a wide range of customers
  • Medical, Dental, Vision, & 401k plans
  • Recommend products that best suit the customer
present
Philadelphia, PA
Director, Inbound Sales
Philadelphia, PA
Rau, Bruen and Toy
present
Philadelphia, PA
Director, Inbound Sales
present
  • Responsible for daily and monthly call forecasting and corresponding staffing to ensure service level targets are achieved
  • Oversees the creation of operating and capital budgets for the Call Center Inbound Sales department and manages capital and operating funds within budget
  • Develops and maintains relationships with department peers focusing on collaboration, honesty, integrity, and respect for each other
  • Ensures staffing levels are aligned with call volume projections
  • Provides ongoing developmental feedback and project support to the teams based on relevant and data driven facts
  • Oversees recruitment of new employees and ensures proper staffing levels to deliver targets
  • Ensures monthly operating expense budget is managed to target and monthly forecasts for expenses are managed
Education Education
Bachelor’s Degree in Marketing
Bachelor’s Degree in Marketing
University of Illinois at Chicago
Bachelor’s Degree in Marketing
Skills Skills
  • Demonstrated sales ability, including closing skills
  • Strong communication skills
  • Ability to perform multiple tasks in a high call volume environment
  • Detail oriented
  • Ability to multi-task
  • Strong communication skills- both written and verbal
  • Ability to use MS Office Suite and Salesforce.com (training provided)
  • Effective time management
  • Drive revenue by offering solutions, creating urgency and closing accounts over the phone
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15 Inbound Sales resume templates

1

Renewal / Inbound Sales Specialist Resume Examples & Samples

  • Manage a portfolio of existing customers and initiate contact via phone and e-mail to determine renewal status. Educate customers on support or subscription offerings along with the benefits of maintaining entitlement to minimize cancellations and increase retention rates
  • Proactively engage with customers to identify risk and growth opportunities. Work in partnership with the Sales organization to secure potential leads
  • Utilize company CRM tools to track and manage activity. Maintain timely and accurate records of all interactions with customers and internal departments in SalesForce.com
  • Review customer renewal information, usage data, renewal rates and cancellations to recommend the appropriate course of action to drive best practices. Collaborate across the organization to develop strategies to attain successful account renewals and maximize growth
  • Coordinate the preparation of renewal quotes and the processing of customer requested changes, merges or expansions per company policies and procedures. Work across various departments to resolve problems and ensure high levels of customer satisfaction
  • Fully comprehend the renewal process, products and pricing. Participate in process improvements and optimization of existing procedures
  • Meet assigned productivity levels and participate in special projects as needed
  • 1+ years inside sales, sales support or customer service experience
  • Effective organizational and time management skills with the ability to prioritize, multi-task and meet deadlines
  • Flexible and adaptable approach to a changing organization
2

Director, Inbound Sales Resume Examples & Samples

  • Oversees the day-to-day operation of the Inbound Sales function in the call center for video, voice and data to residential customers
  • Responsible for daily and monthly call forecasting and corresponding staffing to ensure service level targets are achieved
  • Consistently meets or exceeds departmental revenue goals through active sales management techniques
  • Develops and implements quality Inbound Sales strategies that cross all product lines
  • Ensures a seamless integration of new products and services into Inbound Sales operations and develops new revenue streams utilizing new technology (ie: online customer acquisition)
  • Analyzes and sets daily/monthly quotas for sales channel and effectively manages performance to those goals
  • Accurately forecasts and reports results in a timely manner, assesses output of sales channel, and proposes and implements mid-course corrections and improvements to ensure ongoing success of connection activity
  • Plans, organizes and schedules in an efficient and productive manner focusing on key priorities while effectively managing multiple priorities in a fast paced environment
  • Oversees the creation of operating and capital budgets for the Call Center Inbound Sales department and manages capital and operating funds within budget
  • Ensures monthly operating expense budget is managed to target and monthly forecasts for expenses are managed
  • Oversees recruitment of new employees and ensures proper staffing levels to deliver targets
  • Executes short and long term strategies to enhance performance including sales skills, needs, workflow design, commissions, contests, leadership development, training needs, and quality programs
  • Maintains familiarity with compensation plans and understands how to communicate the plans to employees to best maximize performance
  • Upholds the Cox Sales Vision: “Flawless execution with every customer, with every initiative, every day”
  • Integrates Inbound Sales activities with other system-wide functions/activities to ensure the overall success of the system
  • Develops and maintains relationships with the various operating units to maximize the utilization of the service and sales groups to achieve high revenue and exceptional service in a cost-effective manner
  • Develops and maintains relationships with department peers focusing on collaboration, honesty, integrity, and respect for each other
3

Inbound Sales Manager Resume Examples & Samples

  • Basic knowledge of applicable Federal and State laws and regulations
  • Good organizational and project management skills
  • Strong supervisory/management skills
4

Inbound Sales Qualifier Resume Examples & Samples

  • For those customers with qualified opportunities, set the expectation with the customer will receive an email from the qualifier introducing their assigned nurturer and that the nurturer will follow up to answer any questions they may have about the platform
  • Each qualifier is assigned a specific nurturer to escalate any qualified opportunities
  • Send an email to all qualified opportunities/customers introducing them to the Nurturer and copying their nurturer
5

Supervisor, Inbound Sales Resume Examples & Samples

  • Exceed sales performance goals, team productivity adherence percentages, work order integrity error rates, and minimum required monitoring scores
  • Monitor agents using p recorded call monitoring system and side by side live monitoring to ensure agents are maintaining quality calls that provide a good customer experience, sales approach, and problem resolution proficiency
  • Continually work with management to improve processes, procedures, and work environment
  • Minimum of 2 years leadership experience required
  • Experience in a telecom or cable/broadband a plus
6

International Inbound Sales Associate Resume Examples & Samples

  • Provide expert advice and consultation for interested prospects on Braintree’s technology capabilities, features and benefits
  • Act as the advocate and liaison for prospects throughout the underwriting process, including providing recommendations for changes in business models and operational processes
  • Work closely with the sales team, sending out email follow-ups to prospects daily
  • Send thank you emails and/or gifts to new customers
  • Set up test accounts for developers
  • Export weekly and monthly revenue numbers from Salesforce
  • Perform online research (via LinkedIn, Google, Jigsaw, etc.) to help sales team find accurate contact information for outbound prospects
  • Enter data into Salesforce, including status updates and notes
7

Mgr, Inbound Sales Resume Examples & Samples

  • A minimum of 3 years relevant work experience within a call center environment and/or telecommunications industry required
  • Strong interpersonal skills working with both internal and external customers required
  • Ability to effectively communicate and coordinate with all employee levels and work within a participative, fast paced, interactive team environment required
  • Strong organizational skills and time management skills
8

Inbound Sales Specialist Resume Examples & Samples

  • Ability to navigate through multiple computer applications with speed and accuracy
  • Ability to work with customers to resolve inquiries
  • Ability to accept and implement coaching and feedback in order to achieve individual and team performance goals
  • Maintain a high level of world class customer service/professionalism to a wide range of customers
  • Recommend products that best suit the customer
  • Sales experience in providing customer service either via phone or in person
  • Maintain a positive environment, working with co-workers and customers within a diverse culture
  • Excellent telephone manner and listening skills
  • The ability to relate to customers in a professional and courteous manner
  • The ability to work in a team environment
  • The ability to work under pressure
  • The ability to sit for long periods of time
  • Excellent attention to detail and multi-tasking ability
  • Self-motivation to work under his/her own initiative
  • Must pass drug test and state, federal and criminal background check
  • Must have High School diploma or general education degree (GED)
9

Account Representative, Inbound Sales Resume Examples & Samples

  • Work across various departments to resolve problems and ensure high levels of customer satisfaction
  • Other office related tasks as needed
  • Accurate data entry skills
10

Inbound Sales Specialist Resume Examples & Samples

  • Ability to problem solve
  • Ability to adapt to a fast-paced environment
  • Typing skills of 20/wpm/or more
  • Ability to navigate in a Windows environment
  • Ability to demonstrate continuous employment/work history
11

Senior Manager, Inbound Sales Resume Examples & Samples

  • Constantly evaluate call volume trends, sales performance results and provide immediate and constructive feedback to supervisors and representatives
  • Constantly work with teams to identify and implement tactics to increase sales performance including scripting changes, call planning changes, offer changes, incentives, etc
  • Development of daily, weekly, monthly and annual sales plans, goals and minimum requirements including budgets and headcount projections
  • Must be capable of working flexible hours as required by the needs of the department required
  • A minimum of 2 years successful sales management experience
  • A Minimum of 1 year sales call center experience
12

Inbound Sales Banker Melbourne Resume Examples & Samples

  • Highly developed problem solving skills, negotiation skills and demonstrated ability to prioritise and complete tasks in a time critical environment
  • Sell loans, credit cards, general insurance policies, along with personal & business deposit products to personal and self-employed applicants. Plus business deposit products to business customers
  • Identify cross-sell opportunities when assessing customer's financial needs, close sales and refer more complex products to appropriate specialists
  • Demonstrating professional and ethical behaviour in all your actions by ensuring compliance with external legislation, bank standards and internal operating policies and procedures relevant to the position
13

Manager, Inbound Sales Resume Examples & Samples

  • Day to day management of 3-5 Telesales Supervisors, 70-80 Inbound Sales Representatives
  • A minimum of 3 years successful sales management experience
  • A Minimum of 1 year sales call center experience preferred
14

Specialist, Inbound Sales Resume Examples & Samples

  • Vendor/Performance Management on Critical KPIs for the Inbound Sales Environment
  • Use Data driven analysis to identify additional opportunities to improve performance across vendor environments
  • Collaborate with other direct sales channels to identify opportunities to drive incremental revenue/RGUs for Bell
  • Translate business opportunities into precise coaching strategies for agents and leaders within the organization
  • Monitor and analyze results/reports to assess performance and identify performance gaps at both the individual, team, and centre levels; develop and implement solutions to resolve gaps to ensure balanced performance
  • Build strategic and effective partnerships with key partners including Marketing, Field Services, Business Enablement and Training Design/Delivery partners to identify and resolve potential and actual process/performance gaps
  • Maintain a high level knowledge of the Bell’s Product and Services, marketing strategies, and the competitive marketplace in order to convey and communicate company’s orientation and initiatives in the marketplace; Leverage acquisition and loyalty objectives to proactively optimize the customer needs in order to keep them happy and loyal
  • Strong leadership skills with a proven track record in leading and motivating Teams in a contact centre customer environment
  • Strong Analytics experience to turn data into process and sales improvement. Proven track record is preferred
  • Results oriented and thinks out of the box to drive sustainable actions
  • A self-starter; requiring little if any “hand holding”
  • Maximizes the utilization of new tools in their environment to yield significant, positive gains for the business
  • Experience in applying Performance Management elements to create and foster a high performance culture across a large team
  • Demonstrates authenticity through respect, empathy, and interest in others
  • Exceptional organization and planning skills to deliver on business objectives and provide visible leadership to a large team
  • 5+ years of experience leading groups in a contact centre environment
  • Proven track record in problem solving and initiating service and productivity improvement solutions through analytics
  • Based on Atlantic Canada
  • Bachelor in Business Administration is an asset
15

Rep, Inbound Sales Resume Examples & Samples

  • Full Time Openings - Van Nuys
  • UNLIMITED Growth Potential
  • UNCAPPED Commission + Base Pay + Bonuses
  • Generous Benefits Package
  • Paid Training
  • Language Differential Pay Bilingual (Fluent-English/Spanish) speaking required
16

Inbound Sales Assistant Resume Examples & Samples

  • Audits, corrects and tracks work order errors
  • Tracks and maintains reports as assigned
  • Communicates with customers professionally to resolve escalated issues
  • Experience using web-based systems and software programs required
  • Experience in the cable/network industry is preferred
  • Knowledge of CSG is required
  • Some travel and weekend/evening engagements may be required
17

Manager, Inbound Sales Resume Examples & Samples

  • Proficient in Microsoft Word, Excel, and PowerPoint required
  • Proficient analytical skills to complete database research, forecasting, trending, and analysis of business metrics required
  • Strong organizational skills and time management skills required
18

Inbound Sales Associate Resume Examples & Samples

  • Previous sales experience over the phone or in retail with an emphasis in the technology field
  • Ability to successfully pass background and drug screen
  • Positive, dynamic personality
  • Typing skills of 20 wpm or more
19

Inbound Sales Coordinator Resume Examples & Samples

  • 0-1 years experience in customer service/sales environment
  • Professional fluency in either Spanish, German, Dutch, SwedishorDanishand English
  • Life long learner, loves a challenge, is a true problem-solver
  • Your friends describe you as independent and reliable
  • Can act as an intermediary between prospects and internal teams (sales)
  • You take initiative and proactively seek out the resources needed to solve the problem at hand
  • You can drive your own boat: the ability to fearlessly use the resources at fingertips to resolve technical challenges especially when you don't know the answer
  • Eager to launch a career in sales
20

Inbound Sales Resume Examples & Samples

  • Inbound Calls only, potential customers call you
  • Flexible work schedules
  • Great location and Fun Work Environment
  • Must be able to handle large volume of calls, while providing excellent service
  • Responsible for utilizing customer service and sales skills to achieve the following goals
  • Acquire new customers
  • Customer Service experience is a must
  • Call Center or Sales experience is a plus
  • Dynamic and persuasive personality required
  • HS Degree or GED is required
21

Contact Center Inbound Sales Specialist Resume Examples & Samples

  • Deposit Products Service & Sales – retail and small business
  • Online Banking/Bill Pay
  • Plastic Products – ATM, Check Cards, Payroll Cards, and Credit Cards
  • Consumer Loans
  • Direct Mail Campaign Support
  • Outbound Calling Campaign Support
  • Six months previous customer service/sales experience
  • Proficient use of personal computer with Windows systems and variable Microsoft Office programs. General ability to access and navigate internet/intranet
  • Passing credit disclosure requirement
22

VP Inbound Sales Resume Examples & Samples

  • Develop a strong leadership team responsible for driving sales in large call center environments
  • Ensure that sales and quality targets are met or exceeded on a consistent basis
  • Drive change transformation and strategy execution. Oversee and provide direction for sales strategy
  • Understand the operational processes and systems necessary to deliver a consistent call center experience
  • Partner with training to foster meaningful training that drives maximum productivity for our agents
  • Drive recruiting to ensure headcount targets are met and create an environment which drives down attrition
  • Work closely with the division sales and marketing team and other division functional groups to develop execution strategy
  • Strong knowledge and experience selling in a call center environment
  • Consistent track record of delivering sales results in a highly competitive environment
  • Great cross functional relationship skills
  • Ability to recruit, develop and retain top talent
  • Analytical, forecasting and budgeting skills with proven accuracy
  • Ability to position products against competitors to drive value propositions
  • Bachelor's degree required, advanced degree preferred
  • 5+ years call center sales experience
  • Selling in a highly competitive environment and creative ability to find ways to compete
23

Inbound Sales Personal Banker Resume Examples & Samples

  • Sales and/or lending experience required
  • Effective and professional communication skills
  • Strong customer focus and relationship building skills
24

Inbound Sales Coordinator Resume Examples & Samples

  • Answering inbound calls (with some lightweight sales-qualifying) and answering basic questions about the HubSpot product
  • Setting up appointments with the appropriate Inbound Marketing Specialists (Account Executives)
  • Responding to all voicemails ASAP and following up with the appropriate internal team member to make sure the call is properly addressed
  • Chatting online with website visitors who are interested in learning more about our software
  • Responding to sales inquiries via email
  • Salesforce experience a plus!
25

Inbound Sales Manager Resume Examples & Samples

  • Adobe Inbound Sales Manager is accountable to drive & generate revenue for business unit working on inbound sales inquiries
  • Manage & maintain SLAs like AHT, login hours, attendance, daily call target, etc
  • Achieve Weekly, Monthly & Quarterly targets for conversion rate and revenue
  • Generate incremental revenue from the existing client by selling additional products and services
  • Manages existing customer relationship & provides appropriate support. Provide excellent customer experience, which is the key to get repeat business
  • Prepare and present tailored presentations/proposals to clients based on their objectives
  • Develop strong, strategic relationships with customers to identify and leverage on the customers' business goals, growth strategies and profit drivers to deliver the appropriate Adobe value proposition/sales solution strategy
  • Should be well versed with Adobe solution/products that he/she will be responsible to position or sell
  • Proactively take time out periodically to update/appraise on the new Adobe Solutions offering
  • Maintain up-to-date knowledge of the competitive positioning of assigned Adobe solutions in the marketplace
26

Inbound Sales Personal Banker Resume Examples & Samples

  • A previous background in customer service and sales environments, with experience in meeting sales targets and KPIs
  • The ability to initiate quality conversations and questions with new and existing customers
  • A positive attitude and an energetic approach to your work
  • Strong customer focus, proven in your work history
27

Supervisor, Inbound Sales Resume Examples & Samples

  • Provides leadership and vision to develop a strong retention/sales culture to enable retention reps to achieve key performance metrics and maximize revenue targets
  • Select, lead, coach, mentor, develop, and provide support to a high performance Inbound Sales team responsible for resolving customer concerns, overcoming customer objections and retaining customers, revenue and products/services
  • Establishes strategic partnership across all regions and with Center boundary partners in order to maximize effectiveness
  • Monitors and analyzes report data to identify customer concerns/dissatisfaction feedback; collaborates with leadership, makes recommendations, and implements solutions focused on improving customer satisfaction; and takes accountability for driving improvements in retention /revenue growth, team productivity, team quality, and optimization of customer satisfaction
  • Effectively resolve complex customer complaints concerning all areas of the company in a win-win fashion by building a rapport with the customer and using interpersonal techniques, networking techniques, and creative problem-solving
  • Trains, coaches, and develops staff to meet and exceed monthly/annual channel PSU and revenue targets
  • Regularly monitor reps and team's professionalism, performance, holding employees accountable for productivity and quality expectations. - Ensure consistency of monitoring, coaching in content, methods and procedures, and corrective action processes
  • Ensure compliance to ethics and company standards for attendance, payroll, performance documentation, corrective action, and other established processes
  • Supervises the call center organization to meet and exceed call handling, operational efficiency, revenue, and quality objectives
  • Manages day-to-day productivity to meet and exceed residential objectives and to ensure call coverage across the complete Cox serviceable footprint
  • Drives alignment, consistency, and cohesiveness in people practices, call center management activities, overall performance management, and customer service delivery, to achieve personal and department goals
  • Implements tactics which enhance sales performance across sales contests, incentives, commissions, leadership development, training, and call center technology needs
28

Engagement Lead, Inbound Sales Resume Examples & Samples

  • Knowledge of general business fundamentals, models, finance, and management principles
  • Ability to provide value-adding recruiting-related advice to hiring managers and influence talent decisions
  • Awareness and understanding of the organization's talent strategy
  • Ability to spot and correct compliance issues throughout the recruiting process
  • Knowledge of the labor market(s) within assigned locations
  • Ability to evaluate turnover trends, take rates, fallout rates, training limitations, and business needs; coordinating with all parties to create a recruiting plan that satisfies all requirements
  • Ability to use hiring plan to coordinate Recruitment Process to the sourcing team in order to fill interview schedules
  • Ability to communicate efficiently with the hiring manager, and recruiters to determine effectiveness of candidate slate after interview is complete
  • Uses knowledge of market salaries, candidate's experience/skill level, comparable salaries of current employees in the market with similar experience/skill set, and position salary range to advise hiring manager
  • Ability to leverage social media (Google/CareerBuilder/Monster/Indeed/LinkedIn/Facebook/Twitter) to locate, engage, and attract prospective candidates
  • Knowledgeable of and skills for executing on recruiting process as well as assisting colleagues with less experience
  • Proficiently uses the Applicant Tracking System and/or Hiring Management System
  • Ability needed to plan, organize, coordinate, execute, track, and evaluate projects
  • Collaborates with hiring department to develop firm understanding of department culture and position requirements, including skills and background required for the position
  • Provides a consultative approach and industry related guidance to hiring managers throughout the recruitment process
  • Builds candidate pipeline through targeted advertising, direct sourcing, employee referrals, networking, and recruitment events. Develops and maintains relationships with businesses, government and community service agencies, colleges, sourcing team, coordinators and other recruiters. Makes public presentations at job fairs, schools, and organizations regarding the Company and its employment opportunities
  • Reviews employment applications, resumes, and other credentials. Provides timely follow up and correspondence
  • Provides employment recommendations to hiring manager based upon candidate qualifications, application materials, interviews, and references
  • Assists leadership team with developing recruitment budgets, budgeting goals and objectives, and key financial and operational metrics. Tracks and reports on hiring costs, turnover, diversity, and other activity areas
  • Facilitates career development discussions with employees and management
29

Inbound Sales Professionals Apply Today Resume Examples & Samples

  • Use script and/or probing techniques to determine customer needs and offer the most appropriate product or service to address their needs
  • Participate in activities designed to improve customer satisfaction and sales performance
  • Answer billing questions by talking through components of customer accounts
  • High school diploma with three to six months of sales experience preferred
  • Basic computer navigation skills and PC Knowledge
  • Job requirements may vary by country and will not contravene any local laws
30

Manager, Inbound Sales Resume Examples & Samples

  • Supervises the day-to-day activities of the Inbound Telemarketing Sales Office. Make all decisions regarding department in consultation with V.P. Direct marketing
  • Handle complaints and special requests from guest as requested
  • Plan for future goals, plans, and projects by initiating programs and ideas to improve telemarketing operations
  • Oversees all inbound supervisors, and TO's
  • Works closely with the V.P. of Direct Marketing
  • Perform any reasonable requests made by V.P. of Direct Marketing
  • Minimum of 2 year working in a call center environment
  • Minimum of 5 years call center management experience preferably in a large call center environment
  • Timeshare/hospitality background preferred
31

Rep, Inbound Sales Resume Examples & Samples

  • Takes incoming calls and sells products and services to achieve monthly revenue and sales quotas in Cable, Internet, Phone through proactive consultative needs analysis with new and existing customers including development of client centric product solutions
  • Enhances the customer experience by speaking with customers by telephone to provide information about products or services, enter orders, transfer services or escalate complaints. Serves as expert and educator to customers on all Charter Spectrum products, services and packages along with competitor’s offerings
  • Follows policies and procedures to accomplish all responsibilities and maintains confidentiality of customer information, including both personal and financial information
  • Minimum of 6 months experience working with customers, 1 year preferred
32

Supervisor, Inbound Sales Resume Examples & Samples

  • Motivate and supervise an Inbound Sales team of approximately 10-16 agents
  • Monitor agents using pre-recorded call monitoring system and side by side live monitoring to ensure agents are maintaining quality calls that provide a good customer experience, sales approach, and problem resolution proficiency
  • Track performance and results by generating reports, measuring and quantifying performance and be able to provide timely feedback
  • Act upon department personnel issues such as hiring, timely performance reviews, counseling and progressive disciplinary actions as needed
  • Ensure all agents are accountable to all company and department methods, procedures, and policies
  • Minimum of 2 years supervisory experience over individuals/team required
  • Minimum of 1 year in a high-volume call center and/or inbound sales environment experience required
  • Experience in a telecommunications or cable/broadband a plus
33

Sup, Inbound Sales Resume Examples & Samples

  • Ensure representatives are accountable to Time Warner Cable methods, procedures, and policies
  • Assist with recruiting, selection, training, development, and appraisal of inbound sales professionals
  • Experience in a high-volume call center and/or inbound sales environment a plus
  • Supervisor: Plans, staffs, evaluates and directs work of employees of a work unit
34

Annuities Inbound Sales Consultant Resume Examples & Samples

  • Field daily phone calls, respond to emails and voicemails, and routinely solve client needs as they arise
  • Provide detailed responses to inquiries about Prudential product features, performance data, hypothetical illustrations and requests for literature
  • Proactively engage existing or prospective clients in new opportunities on a daily basis using consultative selling techniques and by continuously educating financial professionals about Prudential solutions
  • 1- 3 years of sales experience, preferably in financial services preferred
  • Knowledge of annuities concepts or the retirement industry a plus
35

Regional Inbound Sales & Retention Head Resume Examples & Samples

  • Deploy the agreed Global Sales strategy at regional/country level though common goals and priorities
  • Engage close relationship with the key partners at regional/ country level to achieve further alignment
  • Anticipate impact of Digital strategy on IBSL, Anticipate and drive related change
  • Ensure consistent delivery of Sales numbers across countries and products within APAC and EMEA
  • Enhance Cross Sell Culture – by offering multiple products on a single contact based on product prioritization by optimizing NBO (Next Best Offer)
  • Ensure the channels Revenue are delivered without compromising service standards
  • Constantly identify and implement innovative technological solutions to increase revenue and reduce cost
  • Implement NBO (Next Best Offer) across all markets
  • Revenue models to be validated by country FINCON/Products annually
  • Strict adherence to RCCPM and Local country compliance and control guidelines
  • Train and Motivate the Sales Mangers to deliver the Cross Sell objectives consistently
  • Work with product and DM to digitize less complex sales products
  • Secondary Responsibilities
  • Efficiently use data modeling by engaging closely with DM to increase response rate
  • Success transferring best practice from one country to the other
  • Increase Revenue/Call and Revenue/FTE by prioritizing the product pallet
  • Work with regional S&D/DM and Product to introduce new product offerings
  • The ideal candidate would meet the following requirements
  • 10-15 years business experience, a great portion of which should be from a consumer finance/banking role
  • Demonstrable experience in working across diverse teams to deliver successful results
  • Strong change-management skills and a track record of successful leadership and transformation
  • Fluency in English, but ability to work successfully with a diverse team whose first languages are not English
  • Strong and demonstrable analytical/data management experience, with detailed big data/DM experience a plus
  • Very strong presentational skills and a strong leadership presence
  • Well-developed leadership style allowing the establishment of successful business relationships with both senior stakeholders
  • A strong ability to relate to and attain successful sales results through motivation of mid-management and front-line teams
  • Demonstrate a successful record of collaboration, support, and partnership with peers working across a variety of levels and functions
36

Business Consultant, Inbound Sales Resume Examples & Samples

  • Make outbound calls for promotions, special pricing; actively convert calls into sales through predictive dialers and manual dialing
  • Compiles and/or work lists of prospective customers for use as sales leads, based on information from Internet Web sites, and other sources
  • Makes outbound lead follow-up calls to potential and existing customers by telephone qualifying leads and sell products and services
  • Represent Web.com positively in all customer interaction
  • Possible Weekend/Holidays
  • Thorough understanding of Web.com customer service tools/systems
  • Good research and problem solving skills; self-motivated, flexible and a team player
37

Business Consultant, Inbound Sales Resume Examples & Samples

  • Demonstrated ability to sell ( We only want the best sales folks)
  • Strong personal sales and customer service skills
  • Ability to multitask and take initiative
  • Previous contact center experience is an asset
  • Ability to achieve and maintain high level of customer satisfaction with each contact
  • Able to analyze customer needs and recommendappropriate products / services
  • A drive to achieve above average earnings through demonstrated sales achievement
38

Business Consultant, Inbound Sales Resume Examples & Samples

  • Meet quality, efficiency, and revenue goals established for each individual
  • Experience in a Sales call center environment is considered an asset
  • Strong personal sales and customer experience skills
  • Ability to Engage with our customers, offer solutions and Ask for the Order
  • Previous contact centre experience is an asset
  • Highly motivated, results driven and competitive individuals with a strong work ethic
39

Inbound Sales Executive Resume Examples & Samples

  • The basic salary for the role is £20,000pa with a realistic OTE of £35,500 with top earners taking home in excess of £48,000
  • Earn up to £500 per week, just in commission, which can then be doubled at the end of the month!
  • Defined career path as the majority of our Sales Managers have been promoted internally
  • Modern, vibrant working environment and atmosphere
  • Company nights out to recognize and reward performance
  • As an Inbound Sales Executive you will be building relationships, understanding customer needs, relating back and closing deals with customers who have called up to purchase an appliance
  • Adopting a consultative approach to the sales process
  • Sharing best practice with colleagues
  • Benefiting from regular in house training to further develop sales technique
40

Inbound Sales Resume Examples & Samples

  • Research misapplied payments
  • Process invoices by spreadsheet or manual processing
  • Collect and verify account information for assigned ISRs
  • Accurately price and understand product offerings to create proposals and contracts for the sales team
  • Produce ad-hoc customer reports
  • Return customer inquiries immediately to ensure excellent customer service
  • Verifies validity of account discrepancies by obtaining pertinent information and investigating, will be able to assist with write offs and credit memos
  • Interact with branch personnel to fulfill customer orders
  • Communicate clearly: both verbal and written
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Mgr, CO Inbound Sales RCI Resume Examples & Samples

  • Identify opportunities to develop and/or recommend sales skills enhancement tools and training and oversee the use of all Sales Skill Enhancement Tools such as Communication Coach, Witness Coaching/Development, Choice Air and any other applicable proprietary tools
  • Effectively manages resources to meet all corporate objectives, determines and measures important metrics in order to effectively identify areas of strength and areas needing improvement including service levels, revenue attainment, abandonment, conversion (call to booking ratios), product yield, shrinkage, compliance, QA standards, Cabin category mix/revenue and any other statistical measurements/goals
  • Ensures QA program is developed and is consistent with the strategy described by the business. Ensures on-going fit to strategy recommending re-calibration and/or redesign for shifting priorities or in the event that the program is not producing needed results
  • Ensures that all members of the Consumer Outreach Inbound Team represent Royal Caribbean International in a manner that enhances our corporate reputation while meeting its strategic goals and objectives
  • Recommends, interprets and implements company policies and procedures regarding direct customer bookings. Ensures all employees meet the highest standards of ethical behavior. Remains visible and approachable to all members of the Consumer Outreach Department to ensure open, 2-way communication
  • Successfully lead 50-175 employees and partners with Human Resources in the screening and selection process, on-going employee management, provides developmental opportunities for consumer outreach employees, manages the performance improvement/disciplinary processes, and ensures the performance appraisal process is completed in a fair and timely manner
  • Interfaces with all internal functions in order to build effective business relationships, facilitates problem resolution, and process improvements
  • Appropriately delegates assignments and authority
  • Maintains strong productive relationships among peers, subordinates and superiors
  • Plays an active role in any required development and execution of both agent and Coach Incentive plans to ensure recognition and reward for the behavior changes that are going to make the organization successful
  • Performs other duties as required. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to perform any other job-related duties assigned by their supervisor or management
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Manager, Inbound Sales Resume Examples & Samples

  • Provides leadership and vision to develop a strong sales culture
  • Selects, manages, and develops a high performance sales team that sells across all Cox product lines
  • Manages the call center sales organization to meet and/or exceed call handling, revenue, and quality results
  • Organizes and plans day-to-day strategies to motivate, coach, and counsel the call center sales team
  • Drives alignment, consistency, and cohesiveness in people practices, call center management activities, overall performance management and customer service delivery, to achieve personal and department goals
  • Develops and implements reporting mechanisms to monitor and measure the effectiveness of programs implemented in the call center
  • Monitors and analyzes sales performance, and takes accountability for driving improvements in sales revenue growth, sales productivity, sales quality and optimization of customer satisfaction
  • Establishes and leverages strong business partnerships across all regions and with Center boundary partners to maximize communication and call center representation on the sales elements of the business to maximize effectiveness
  • Manages a team of call center sales supervisors responsible for overseeing a team of non-exempt sales representatives across product lines
  • Ensures appropriate staffing by effectively interviewing, hiring, coaching, disciplining, evaluating, and mentoring sales supervisors and representatives
  • Coaches and motivates team to achieve sales, revenue, customer satisfaction, and call quality goals
  • Drives the team toward sales and revenue goals through coaching, monitoring and feedback sessions with sales supervisors and representatives
  • Manages the administrative, facilitative coaching, and mentoring responsibilities necessary to lead and maintain a quality customer care sales team
  • Develop and implement incentive programs, contests, and motivational events for call center employees
  • Assists in administration and tracking of sales incentives (i.e. contests and commissions) and sustain quality measures
  • Effectively resolves complex customer complaints concerning all areas of the company in a win-win fashion by building rapport with the customer using interpersonal techniques and creative problem-solving skills
  • Regularly monitor supervisors and representatives¿ professionalism, performance, holding employees accountable for productivity and quality expectations
  • Ensure consistency of monitoring, coaching in content, methods and procedures, and corrective action processes
  • Ensure company standards are met for attendance, payroll, performance documentation, corrective action, and other established processes
  • Consistently deliver upon leadership expectations to include: one on one meeting with team members, training, meeting timelines, etc
  • 7+ years of experience required in related field (i.e. sales, sales operations, business administration)
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DEB Texas Inbound Sales Rep Resume Examples & Samples

  • High School or GED required; Some college or completed degree preferred
  • Minimum of 3-5 years of previous experience within a customer facing environment required; Call Center experience of 2+ years preferred in an inbound/outbound sales environment
  • Must be sales oriented with a HIGH focus on customer service/experience
  • Must be socially focused; “How can I help you?” attitude
  • Prefers to work in a fast-paced environment
  • Effectively translates complex information into common terms
  • Persuasive, “selling” (rather than “telling”) communication style
  • Strong desire to work within a team oriented environment with high level of collaboration and teamwork
  • Type 30+ WPM, and ability to navigate through several internet based applications
  • Proficient in Windows-based computer programs with excellent navigation skills
  • Dependable and punctual in assigned work schedule
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Inbound Sales Associate Resume Examples & Samples

  • Handles in-bound calls from financial advisors related to general market knowledge, Vanguard product information, and competitor products
  • Profiles prospective clients, recommends suitable Vanguard investments and passes sales leads to the relevant sales team when appropriate
  • Plays key role in supporting the Internal and External Sales Executives and Sales Management team. Assists Internal and External sales executives by performing sales support related activities including coordination and execution of direct mail/e-mail campaigns, internal and external marketing campaigns, production of customized prospect/client target lists used in sales process, and all tracking of expected results from these campaigns. Allows Internal and External Sales Executive's to maximize their time to proactively contact clients and prospects
  • Solicits and responds to inquiries from Internal and External sales executives related to client's general requests, specialized product questions, research competitive information and all sales/marketing materials requests. Coordinates all resources within Vanguard to research, assemble, process and deliver requested information. Works extensively with internal Vanguard departments to ensure timely delivery of these requests to both key personnel and external clients
  • Oversees responsibility for delegating or responding to advisor e-mail inquiries submitted the Financial Advisor Website, the FAS Sales Internet Message Handler (IMH) database
  • Approves or rejects registration requests from unknown advisors
  • Undergraduate degree and 1-2 years experience in the financial services industry OR relevant internship experience
  • Currently holds Series 7 and 63 licenses OR the ability to obtain within 90 days
  • A strong passion for sales and ability to interact with all levels of internal and external clients
  • Ability to work independently with little direct supervision
  • Excellent organizational skills and ability to handle multiple projects simultaneously
  • Proficient in computer skills, specifically Microsoft applications, and contact management databases
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Inbound Sales Chat Personal Banker Resume Examples & Samples

  • May require current insurance license 
  • Thorough knowledge of retail financial products and services, as well as the company's philosophy and policies regarding these products and services
  • Strong verbal communication skills 
  • Proficient organizational skills 
  • Solid computer skills 
  • Able to comfortably navigate internet web sites 
  • Adept at multi tasking 
  • Excellent typing skills 
  • Exceptional written communication skills 
  • Must have good analytical and judgment skills
46

Inbound Sales Rep-phoenix Resume Examples & Samples

  • Responds to complex telephone inquiries from registered representatives by providing detailed information about MFS funds, Closed End Funds, MFS.com, traditional and Roth IRA's including: top 10 holdings, past performance, prices, yields, investment objectives, portfolio manager updates, capital gain/dividend information, asset allocations, market outlooks, Morning Star/Lipper ratings and current sales literature
  • Responds to telephone inquiries regarding information on investment updates utilizing the Internet/Intranet, MFS Web Site, financial publications and various internal resources to keep abreast of the stock and bond market outlooks, portfolio strategies and legislative changes
  • Runs several hypothetical illustrations using Morningstar Advisor Workstation gathering pertinent information including: dollar amounts, products, dates, systematic investments/withdrawals and other scenarios as requested
  • Creates sales leads and sales opportunities for all distribution channels by probing callers and offering marketing support
  • Keeps abreast of all new and existing technology applications, including: Saleslogix (sales reporting system), Morningstar Advisor Workstation (hypothetical software program) Internet/Intranet, Desktop faxing, E-mail, and other related Sales Desk applications
  • Assists with backup support in absence of wholesaler and sales desks. Duties include: reading daily sales, making thank you calls, assisting with service matters, new products and various related tasks
  • Performs duties of Sales Desk Representatives in their absence; including making proactive calls and resolving complex issues
  • Utilizes strong communication skills, selling skills and professionalism to converse with the brokerage community offering the highest level of marketing support
  • Assists with the training process of new Inbound Sales Desks, as well as demonstrating strong team work within the department
  • Performs additional responsibilities as requested
  • Associate's degree or equivalent
  • Minimum of one year of experience at MFS (preferably in a marketing or client services position), or 1 1/2 years' related experience at another financial services firm
  • Demonstrated initiative in assuming additional responsibilities in current/prior roles
  • Thorough knowledge of MFS Mutual Funds; strong knowledge of Insurance Products preferred
  • Strong understanding of MFS distribution channels and their distinct selling styles
  • Position requires FINRA Series 6 and 63 registrations in accordance with MFS' licensing policy
47

Inbound Sales Co-op Resume Examples & Samples

  • Daily Web registrants (80 on average per day)
  • FINRA Broker checks to verify they are advisors per Compliance
  • Any type of Saleslogix data entry: Adding new advisors to Saleslogix from lists provided from internal/external and scheduling activities
  • Updating advisor information in Saleslogix,
  • Customized Heritage planning pieces that are pdf only that needs to be ordered
  • Lengthy literature orders to multiple branches per request of the internal/external's
  • Customized Seminar invites, postcards and document on Demands Books
  • Binding hypothetical illustrations, literature etc. per request of the internal or external for advisors/putting together books for meetings
  • Ordering business cards for externals and internals
  • Scheduling and setting up for meetings, booking conference rooms, organizing video conferencing needs
  • Running call reports: sales desk and Inbound, on a daily and monthly basis
  • Coordination/scheduling of the sales desk/Inbound attendance in training classes with Learning and Development and other departments
  • Ability to manage multiple tasks and projects effectively and efficiently
  • Working knowledge of computer based programs including MS Word and Excel
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Inbound Sales Associate Resume Examples & Samples

  • Excellent communications skills, both verbal and written
  • Ability to learn new skills in a short amount of time
  • Ability to prioritize responsibilities and multitask throughout the day
  • Banking and/or financial services experience preferred, but not required
  • Prior call or sales experience a plus
  • Flexibility for multiple shifts a must! Shift Start Times 5 AM to 8 AM
  • FINRA licenses preferred but not required
49

Inbound Sales Executive Resume Examples & Samples

  • Implementing all of your training to become a fantastic sales person
  • To take inbound calls from our customers wishing to purchase a new appliance
  • The desire to do whatever it takes to make our customers happy
  • Matching the right products to customers’ requirements
  • Making our customers’ feel special by offering an amazing customer journey
  • Expertly offering our warranty service to help protect our customers new purchase
  • To build excellent relationships with all our customers by fully understanding their needs
  • Working towards consistently delivering on your targets, and maintaining your performance once achieved
  • This is a weekend position and you must be available to work both Saturdays and Sundays
50

Mgr, Inbound Sales Resume Examples & Samples

  • Day to day management of 3-5 Telesales Supervisors, 60-80 Inbound Sales Representatives
  • Ensure adequate reporting and analysis tools are developed to successfully manage the sales team. Oversee new and ongoing sales programs including scripting, reporting and call planning
  • Implement and manage quantifiable training and coaching processes to ensure success. Day to day point of contact for Regional and Market Area contacts ensuring all concerns are addressed and issues resolved
  • Attend Regional and Market Area operations calls to understand and identify any changes that will impact the Inbound Telesales Center. Develop, oversee and report on all sales incentive programs
  • A minimum of 3 years relevant work experience within a call center environment and/or telecommunications industry required Strong interpersonal skills working with both internal and external customers required
  • Proficient analytical skills to complete database research, forecasting, trending, and analysis of business metrics required Ability to effectively communicate and coordinate with all employee levels and work within a participative, fast paced, interactive team environment required
  • A Minimum of 1 year sales call center experience preferred Travel Requirements
  • Minimal travel to other sites within the region may be required for trainings and meetings
51

Manager Inbound Sales Resume Examples & Samples

  • Manages call routing and scheduling to ensure required coverage
  • Provides direction to ensure accuracy of forecasted internal and
  • Provides input as well as communicates company strategy and motivates
52

Inbound Sales Specialist Consumer Lending Resume Examples & Samples

  • Field incoming customer calls related to student and unsecured lending products
  • Opportunities to help customers save by recommending products and services that meet their financial needs
  • Gain deeper knowledge and understanding of banking industry to handle customer inquiries with increasing complexity
  • A work culture that believes in the power of working together and supporting the unique needs and career aspirations of each individual
  • Comprehensive training that will draw on your previous experiences and challenge you to grow
  • Observations of your recorded calls to support coaching, development and performance
  • Focusing on the customer
53

Annuities Inbound Sales Consultant Resume Examples & Samples

  • Deliver detailed responses to inquiries about Prudential product features, performance data, hypothetical illustrations and requests for literature
  • Provide back-up coverage to Regional Sales Consultants and their territories as needed
  • Proactively engage existing or prospective clients in new opportunities on a daily basis, using consultative selling techniques and by continuously educating financial professionals about Prudential solutions
  • Receive immediate training, as well as ongoing coaching and mentoring from experienced members of the sales team, in order to equip yourself with the essential sales and leadership skills necessary for success in this role
  • Focus on personal talent development to prepare for opportunities to become a Regional Sales Consultant
  • 1-3 years of sales experience, preferably in financial services
  • FINRA Series 6, 63 (or 7, 66) and State Insurance license
54

Director, Inbound Sales Resume Examples & Samples

  • Actively and consistently supports all efforts within the organization to provide the sales team with the support required to: be effectively trained and monitored (both new and up skill training), be provided with consistent and accurate reporting metrics, have access to reliable phone and desk top technology, have access to billing system and applications, be provided with a clear understanding and tools to communicate policy, process and procedure, and be provided with an understanding and reinforcement of compliance
  • Ensures staffing levels are aligned with call volume projections
  • Ensures targets for key performance metrics are met or exceeded: Sales yields, Service Level, Average Speed of Answer, Quality, and Attrition
  • Through the use of trended data and call monitoring efforts, analyzes sales trends and makes recommendations for Representative behavior modification, and offer utilization strategies
  • Assists in the development of high performing teams focused on delivering a superior customer experience
  • Provides ongoing developmental feedback and project support to the teams based on relevant and data driven facts
  • Directs process and procedures, work order accuracy, quality, and adjustments, ensuring that all compliance requirements are met
  • Assists in managing departmental expenses to ensure the function operates within budgeted guidelines
  • Requires strong interpersonal skills and the ability to effectively collaborate with other functions through written and verbal communication
  • Proficient with cable billing systems (CSG, Cable Data, etc.)
  • Proficient with the use of various call monitoring systems and tools
  • Extensive knowledge of call center operations and processes
  • Strong knowledge of cable operations, sales methods and new technologies Project Management skills and training
  • Ability to manage work flow, improve overall company effectiveness and productivity
  • Ability to positively influence and persuade
  • Advanced-products and services implementations skills
  • Effective analytical and personal computer skills
55

Demand Generation, Inbound Sales Resume Examples & Samples

  • Manage and drive various Storyful marketing web and mobile activities
  • Execute on our digital marketing strategy and work with cross functional teams to ensure deliverables are met
  • Advise and drive both push and pull marketing strategies through web and mobile technologies by understanding user trends and updating content and programs to address dynamic changes in the market place
  • Optimize advertising channels including Adwords, Facebook, Twitter, and Linkedin. This will involve creation of digital assets required to support campaign initiatives - landing pages, display assets/copy, SEM copy & keyword targeting, and any other related tactical needs
  • Own our email calendar and manage customer marketing. This will include managing template designs, calls-to-action, and timing
  • Run webinars covering best practices, new product launches and features, and insights for customers
  • Navigate and implement marketing solutions for lead scoring, lead nurturing, and contact management
  • Manage social media including regular postings, responding to customers, and driving inbound leads
  • Define user acquisition costs required to achieve to achieve profitability in digital advertising per channel
  • Explore, review and recommend new technologies to improve effectiveness of digital marketing effort
  • Build and manage relationship with Product & Editorial departments to improve efficiency and ensure continuous reliable service to prospective customers
  • 4+ years in a digital marketing environment; experience with account-based marketing preferred
  • 1-2 years of experience with marketing automation
  • Self-sufficient, capable of working in small teams with a lot of responsibility
  • Technical background preferred, or comparable in-field experience
56

Inbound Sales Associate Resume Examples & Samples

  • Supports inbound phone and digital sales inquiries answering technical questions, sorts and distributes leads, enters leads into CRM and other digital tools
  • Supports customer advocacy activities including outbound email follow ups, online reputation monitoring and product rating engagements
  • Minimum education: Bachelor’s degree in business, marketing, or other related field
  • Proficiency in Microsoft Office, strong communication skills
57

Inbound Sales Specialist Resume Examples & Samples

  • Proven inside sales experience (minimum 2 years sales experience or 2 years of college)
  • Strong phone presence and experience handling dozens of inbound calls per day
  • Data entry and computer skills
  • Strong listening and questioning skills
  • Ability to work independently and solve problems
  • Ability to multi-task, prioritize, and manage time effectively in a sales or similar environment
  • Ability to sit for long periods
  • Proficient basic computer programs data entry, internet search, credit card processing, Windows, Microsoft Office word and excel
  • Experience working with ACT or similar CRM preferred
58

Inbound Sales Resume Examples & Samples

  • Consistently make 50 or more outbound calls daily
  • Manage and address customer needs
  • Grow business by securing new clients
  • Effectively manage your time
  • Drive revenue by offering solutions, creating urgency and closing accounts over the phone
  • Ability to use MS Office Suite and Salesforce.com (training provided)
  • Strong communication skills- both written and verbal
  • Bachelor’s degree OR at least 2 years’ sales and/or customer service experience
59

Inbound Sales Business Consultant Resume Examples & Samples

  • Actively supporting company policy and best practices in the area of security at all times, with special emphasis on the protection of sensitive customer information
  • Maintaining awareness of the availability of all products and services in the company to meet our customer�s needs at every opportunity
  • Performing other duties as assigned
  • Proven record of exceptional customer service skills
  • Thorough understanding of Web.com customer services tools and systems
  • Possible weekends/holidays
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Inbound Sales Specialist Resume Examples & Samples

  • Computer, telephone and electronic office equipment
  • SalesForce.com
  • ERP System
  • Descartes
  • Ability to multi-task with high degree of attention to detail
  • Strong interpersonal skills and ability to influence the sale
  • Intermediate computer skills
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Supervisor, Inbound Sales Resume Examples & Samples

  • Ability to lead sales agents to be successful, drive sales and customer satisfaction
  • Strong background in sales, sales philosophies and behaviors
  • Monitor sales agents on a daily basis, providing leadership for delivering high quality customer satisfaction, following call handling procedures and best practices in determining customer appropriate solutions
62

Inbound Sales Associate Resume Examples & Samples

  • Handles in-bound calls from financial advisor related to general market knowledge, Vanguard product information, and competitor products. Profiles prospective clients, recommends suitable Vanguard investments and passes sales leads to responsible FAS sales team when appropriate
  • Plays key role in supporting the Internal and External sales executives and FAS management team. Assists Internal and External sales executives by performing sales support related activities including coordination and execution of direct mail/e-mail campaigns, internal and external marketing campaigns, production of customized prospect/client target lists used in sales process, and all tracking of expected results from these campaigns. Allows Internal and External sales executive's to maximize their time to proactively contact clients and prospects
  • Solicits and responds to inquiries from Internal and External sales executives related to client's general requests, specialized product questions, research competitive information and all sales/marketing materials requests. Coordinates all resources within Vanguard to research, assemble, process and deliver requested information. Works extensively with internal Vanguard departments to ensure timely delivery of these requests to both FAS personnel and external clients
  • Participates in special projects and other assigned duties as needed
  • Minimum two years experience in financial services industry
  • Ability to interact with all levels of internal and external personnel
  • Proficient in computer skills, specifically Microsoft applications, contact management databases, and NICE telephonic systems