Internal Sales Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the internal 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.

  • Craft your perfect resume by picking job responsibilities written by professional recruiters

  • Pick from the thousands of curated job responsibilities used by the leading companies

  • Tailor your resume by selecting wording that best fits for each job you apply

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JG
J Greenholt
Johnson
Greenholt
326 Roberts Hills
Dallas
TX
+1 (555) 201 4200
326 Roberts Hills
Dallas
TX
Phone
p +1 (555) 201 4200
Experience Experience
08/2014 present
Dallas, TX
Internal Sales Director
Dallas, TX
Internal Sales Director
08/2014 present
Dallas, TX
Internal Sales Director
08/2014 present
  • During all calls, and from alternate data sources, maintains qualifying and market segment data on contacts within the contact management system
  • Manages prospective adopter pipeline for assigned MEP Sponsor Clients
  • Observe the operational aspects of major accounts and assists if necessary resolving ongoing issues by utilizing resources from Home Office
  • Can work in a moderately loud environment
  • Provides training on marketing support and sales process to advisors and/or TPAs associated with existing MEP Sponsors
  • Provides training for MEP Sponsors, their sales, marketing and client service teams
  • Proficiency with personal computers, contact management software, and office software packages
03/2009 05/2014
San Francisco, CA
Internal Sales Executive
San Francisco, CA
Internal Sales Executive
03/2009 05/2014
San Francisco, CA
Internal Sales Executive
03/2009 05/2014
  • Gather market intelligence, provide feedback to management and make recommendations on margin adjustments
  • You will work with Product Management to feedback on issues with current product offerings and provide input around new products
  • To consistently perform effective outbound/inbound sales calls on a daily basis in line with targets provided
  • Providing pre-sales service and after-sales service to customer, such as: lead time check, delivery check, invoice issues, work flow inquiry and so on
  • You will responsible for providing accurate and management information that will be used to put together activity reports, reviews, forecasts and KPI reports
  • Develop effective working relationships with other team members, internal departments and sister companies
  • Provide pro-active care through developing relationships with key accounts and ensure regular customer contact. This will involve customer visits as necessary
11/2005 10/2008
Phoenix, AZ
Internal Sales
Phoenix, AZ
Internal Sales
11/2005 10/2008
Phoenix, AZ
Internal Sales
11/2005 10/2008
  • Assists with management Reporting including but not limited to: Activity, Sales Reporting, Pipeline Management,
  • Proactive management of workload to ensure maximum conversion of quotations
  • Developing and maintaining a good working knowledge of the Capita group of
  • Managing a high workload through from receipt of enquiry to placement of purchase order
  • Contributing to the development of standard marketing materials and presentations
  • Assist in coordination efforts for final presentations and on-site meetings while maintaining the highest possible profile for our company in a manner demonstrating the integrity of the company through hosting clients, etc
  • Work with team colleagues to ensure the workplace environment is maintained to a high standard of cleanliness and tidiness, and complies with company and legislative standards at all times
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
California State University, Fullerton
Bachelor’s Degree in Business
Skills Skills
  • Ability to multi-task while maintaining careful attention to detail
  • Good understanding of Information Systems and proven ability in the use of M/S Office (Excel, Outlook & Word)
  • Highly motivated and tenacious self-starter
  • Ability to work with a sense of urgency to meet deadlines and address competing priorities
  • Proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook
  • Excellent written, listening and verbal communication skills
  • Ability to work independently and on own initiative as well as in project teams
  • Ability to provide exceptional customer service to ensure high customer satisfaction
  • Ability to conduct effective presentations and speak effectively before groups of customers
  • Ability to recognize business opportunities and act upon them accordingly
Create a Resume
1

Am-internal Sales Desk Manager, Wm-ny Resume Examples & Samples

  • Identify and groom qualified Internal Client Advisor Associates for external Client Advisor responsibilities or other opportunities that across the Firm
  • Ensure all team members fully understand and are executing on channel goals and objectives
  • Evaluate the quality of the ICAs by monitoring outbound calls on a regular basis and providing regular coaching to enhance skills and territory management abilities
  • Facilitate a dynamic sales environment and maintain high levels of motivation among staff
  • Assist in the management effort to ensure effective communication among Client Advisors and Internal Client Advisors aimed at facilitating coordinated sales efforts and cohesive strategies
  • Work with support staff to develop and maintain effective sales reporting for all products
  • Participate in weekly management calls with Wealth Management Channel management
  • NASD Series 7, 24, and 66, or 63 and 65
  • Demonstrated abilities in coaching a sales organization and accomplishment of sales goals
  • Extensive knowledge of financial markets and the securities traded in those markets, as well as, quickly assess market trends and identify educational opportunities for the team
  • Solid organization, communication, and time management skills
  • Outstanding energy, focus, and drive to achieve results
  • Solutions driven, ability to effectively execute under pressure within a fast-paced environment ; extremely adaptable to ever changing business demands and expectations
2

Consulting Group Internal Sales Specialist Resume Examples & Samples

  • Conducting proactive outbound sales calls to targeted lists of Financial Advisors for regional and national CG tactical campaigns and initiatives
  • Financial Advisor book reviews to identify, highlight, and execute on specific CG opportunities
  • Ongoing follow-up calls with Financial Advisors to assist in driving their transition from Brokerage to Advisory
  • Supporting and assisting Financial Advisors in putting together client proposals and marketing packets
  • Working with global asset management partners to link their local representatives with Financial Advisors who can best leverage their content & products
  • Highlighting tactical or exclusive product opportunities and unique content to Financial Advisors to help with their transition to Advisory
  • Providing CG platform education through training and support efforts targeting Financial Advisors, Support Staff, FAAs, and other specific training requests
  • Ensuring consistent, in branch, coverage by the CGRD, Complex Business Development Manager, and relevant global asset management partners’ sales reps
  • 4 Year College Degree – MBA a plus
  • Series 7; Series 66 (or 63 65) (or ability to obtain within 4 months of hire)
  • CIMA preferred or willingness to obtain CIMA
  • Minimum 2 years CG experience or related industry experience
  • Excellent PC, analytical, math skills and communication/interpersonal skills
  • Undergraduate degree in business, finance, engineering or related field is preferred, but not required
  • Self-starter with ability to work independently on multiple tasks, efficient time management skills
  • Previous experience as an internal sales specialist in financial services is an advantage
3

Internal Sales Manager Resume Examples & Samples

  • Provides development and guidance of Internal Investment Consultants (IC’s) with a focus on ensuring the achievement of key performance indicators including quality, productivity and sales/service metrics
  • Coaches/develops IC’s with a focus on delivering best practices in customer service, sales and client retention. Implements quality assurance measures to improve overall client satisfaction and business building initiatives
  • Day to day management and operational effectiveness of the group
  • Serves as a liaison between the sales sesk and internal Calamos departments to maximize client satisfaction and retention
  • Oversee relationship responsibilities within the RIA channel; ensure client contact is maintained in order to advance business opportunities, build effective business relationships with partner RIA firms and represent Calamos Investments at partner firm conferences
  • Appropriate FINRA licenses required 7 & 63. Series 24 preferred, and if absent will need to be acquired within the first 60 days in the position
  • CIMA, CAIA, CFP or CFA designation preferred
  • Demonstrated record of successful business development and client relationships, preferably in the financial professional channel
  • Seven or more years direct sales experience and minimum two years management experience. Experience managing direct sales teams
4

Am-internal Sales Desk Manager, WM Resume Examples & Samples

  • Hiring and training of new and existing Internal Client Advisors to ensure core competencies and continual professional growth
  • Work cohesively with sales management to make sure sales goals are achieved through ongoing guidance and support
  • Promote organizational skills that enable the team to be more efficient and effective throughout the day
  • Maintain systematic controls aimed at ensuring effective quantity and quality of sales discussions with investment consultants
  • Support the development of sales skills among the ICA staff and ensure ongoing enhancement of their industry and product knowledge through weekly meetings and conferences
  • Lead department research requests and provide solutions and follow up where appropriate
  • Work with Centers of Influences at client firms to advance the sales process from strategic initiatives
  • Minimum of seven years of experience in the securities industry, history of sales management experience strongly preferred
  • Related undergraduate degree required
  • Excellent interpersonal, leadership and sales skills
  • Ability to interact effectively and build strong partnerships at all levels of organization
  • Excellent analytical and problem solving skills
  • Demonstrated project management skills, including critical thinking and change management
5

Channel Head-internal Sales Resume Examples & Samples

  • Manage a bi-coastal team of Divisional Sales Managers and Internal Sales Professionals (approx. 30 people) to generate results and work towards sales goals
  • Provide on-going coaching, training and feedback to enhance the effectiveness of sales professionals
  • Collaborate and strategize with National Sales Managers/Sales Management to implement the channel’s strategy and drive effective internal and external partnerships
  • Foster and create an environment conducive to teamwork
  • Conduct channel meetings to facilitate idea sharing/best practices and improve sales acumen
  • Assist in coordinating sales desk initiatives within a specific channel and cross-channel
  • Participate in the recruitment and interviewing of sales desk candidates and sales desk managers
  • Represent the channel/sales desk through presentations and client meetings
  • Travel required-approx. 25%
  • Minimum 5 years of sales management experience preferred
  • Leadership experience with proven ability to motivate team members in a sales capacity
  • 7-10 years relevant financial services experience preferred
  • Excellent listening and profiling skills
  • Client focused with the ability to delegate responsibilities
6

Internal Sales Director Resume Examples & Samples

  • To successfully execute marketing plan to maintain and grow your territory and assigned agencies/accounts
  • Maintains proactive, positive and meaningful communication with the agencies/accounts, home office, and other members of sales team
  • Instructs and Informs General Agencies and Agents on Transamerica products, features, tools and services
  • Informs General Agencies and Agent on advanced sales concepts
  • Responsibility for training of new/established General Agents to organize and manage more effectively; contacts office administrators on contracting and licensing procedures, and new business and underwriting procedures. Provides orientation/training on TransACT web site and AgentnetInfo.com
  • Negotiates with centers of influence within agencies/accounts
  • Observes the operational aspects of major accounts and assists if necessary resolving ongoing issues by utilizing resources from Home Office
  • 2 years experience in life insurance industry
  • Insurance license
  • Strong communication, negotiation and interpersonal skills
  • Exceptional customer service focus
  • Strong computer knowledge (Microsoft office, and working knowledge of internet searches
7

Manager, Internal Sales Exe Resume Examples & Samples

  • Lead the coaching, development and training of a team of 12-14 inbound sales professionals
  • Lead and support Internal Sales Desk strategies, initiatives and projects
  • Propose and implement strategies in collaboration with other internal sales desk managers and other senior sales leaders
  • Represent and lead sales on various project committees and organizational programs
  • Drive timely execution and consistency and of sales and marketing messages
  • Partner with Prudential Annuities Center for Professional Excellence on the development, design and planning of programs\ in order to meet the training needs of the Inbound Sales organization
  • Monitor and enhance the quality and productivity of sales team and leverage performance management process when necessary
  • Ability to prepare and effectively deliver presentations to other stakeholders and customers
  • Demonstrated ability to manage and execute a business plan
  • Demonstrated leadership characteristics including cultivating a team culture, building relationships, and influencing performance
  • FINRA Series 6, 63 26 and state Life and Health license required or ability to obtain Series 26 and Life and Health licenses within a specific time frame
  • Prior management experience and a track record of increasing role responsibilities a plus
8

Director, Internal Sales Exe Resume Examples & Samples

  • Lead the coaching, development, and training of a team of inside sales managers and internal wholesalers
  • Dynamically link marketing and sales data to coach teams on driving effective sales campaigns
  • Lead and support Sales strategies, initiatives and projects
  • Propose and implement strategies and best practice sales techniques in collaboration with other directors, internal sales desk managers, and other senior sales leaders
  • Effectively anticipate, plan and maintain appropriate staff levels to meet the needs of our advisors
  • Partner with various teams across Prudential Annuities including but not limited to the Center for Professional Excellence, Marketing, Product, New Business, and Service
  • Monitor and enhance the quality and productivity (effectiveness) of sales team and leverage performance management process when necessary
  • Execute full supervisory responsibilities for management team under direct supervision
  • Minimum of 5+ years experience in sales and with proven track record of success
  • Prior management experience required and a track record of increasing role responsibilities
  • Proven investment acumen and knowledge of consultative sales approach
  • Demonstrated success in marketing and selling investment products
  • FINRA Series 6/63, 26 and state Life and Health license required or ability to obtain licenses within a specific time frame
  • Asset Management sales experience a plus
  • Advanced education (MBA, CFP, etc) a plus
9

Internal Sales Resume Examples & Samples

  • Maintains thorough understanding of all company products, including benefits and drawbacks, in order to advise RIAs on choosing correct Orion services
  • Stays up to date on industry knowledge by reading industry publications
  • Knowledge and understanding of different Orion offerings
  • Ability to work effectively both individually and within a team environment
  • Excellent written, listening and verbal communication skills
  • Effective problem solving, telephone and organizational skills
  • Ability to conduct effective presentations and speak effectively before groups of customers
  • Minimum of six months of customer service or inside sales experience required; 1 year of experience preferred
10

Internal Sales Manager Resume Examples & Samples

  • Strategic planning: Work with Internal Sales Director for strategic planning across vehicles such as; Mutual Funds, ETF’s, UIT’s, Collective Trusts, Subadvised, Cash Funds
  • Separate Accounts to execute against strategies which ensures AE teams can effectively drive US Sales objectives based on market trends, client insight and coordinated client engagement in alignment with their SAE’s
  • Execute against plans: Coach and manage AE’s to increase breadth of product placement through placement of newly launched products, recommended list and model placements
  • Model takeovers for Tier One (Client Engagement clients) in partnership with SAE, and Tier Two (Smaller and emerging client relationships) driven by AE
  • Elevating new product & focus investments centers with AE’s
  • Sales process improvement: Regularly uses a rigorous set of metrics and checkpoints through Salesforce.com to evaluate sales process effectiveness and performance against targets. For example
  • Evaluate research engagement and placement of new strategies within assigned coverage firms to ensure deepening of Invesco’s reach with clients across Retail, Retirement & Insurance through Opportunity Management
  • Ensures accountability for coordinating RFIs / RFPs, subadvisory 15(c) renewals
  • Manages AE team’s ongoing responsibilities for due diligence related to functional areas such as legal, compliance, operations, trading
  • Manage process oriented work through leveraging Invesco’s Global Operating platform to ensure majority of AE capacity focused on proactive client engagement in partnership with SAE on Tier One and driving results with Tier Two
  • Performance accountability: Drive accountability with AE team leveraging best practices, standards and procedures as well as monitor adherence including compliance with local, state and federal requirements
  • Oversees and monitors sales efforts, client contact, product campaigns, platform reviews and availability/timeliness of sales materials and resources
  • Product, market awareness and competitive positioning: Ensure continuing dialogue on IVZ products and superior knowledge of competitive circumstances and industry trends
  • Discuss key features and benefits of Invesco’s products, knowledgeable on competitor products, able to articulate market data and trends within AE team to enhance execution
  • Collaboration with business partners across IVZ: Have productive relationships with other teams and departments (e.g., investments, product, and marketing)
  • 5Coordinate inter-departmental sales servicing requirements
  • Develop strong working relationship with various departments including Contracts and Legal, Compliance, Operations, Marketing,
  • Product Strategy and Development, Investment Centers, plus other sales teams including specialist wholesalers, retirement sales desk and consultant marketers
  • Ensure streamline processes for regular requests for information from and interaction with various areas - including Contracts and Legal, Compliance, Operations and Dealer Services
  • Works with ISD to plan and coordinate IBD and RBD team meetings (weekly, monthly, quarterly)
  • Day to day operations of AE team managed effectively and efficiently
  • Coaching, mentoring and managing people: Ensure performance criteria are transparent and clearly understood, proactively engage in coaching and mentoring
  • Talent attraction and retention: Creates and reinforces a high performance environment
  • Ensure that the AEs can effectively represent IVZ capabilities and value-added programs that meet the unique needs of each client / channel by aligning training with distributor strategy, client type and level of sophistication
  • 5+ years of progressive sales and / or sales servicing experience in an environment working with financial services firm(s) that offers retirement and/or insurance investment products to clients through financial advisors
  • Experience with national account relationships required
  • Previous sales management experience preferred
  • Strong communication skills with ability to establish and maintain productive working relationships with key internal partners
  • Excellent analytical and organizational skills required to execute on strategy and business plans
  • Effective time management and organizational skills are essential
11

Annuities Internal Sales Manager Resume Examples & Samples

  • Lead the coaching, development and training of a team of 12-14 internal sales professionals
  • Lead Internal Sales Desk strategies, initiatives and projects
  • Propose and implement strategies in collaboration with external Divisional Sales Managers and our senior sales leadership team
  • Effectively anticipate, plan and maintain appropriate staff levels to meet the sales need of the Company
  • Partner with Prudential Annuities Center for Professional Excellence on the development, design and planning of programs\ in order to meet the training needs of the Internal Sales organization
  • Lead implementation of best practice sales techniques, to drive efficiencies and sales success
12

Consulting Group Internal Sales Specialist Resume Examples & Samples

  • Provide ongoing education to FAs regarding CG process, professional investment management and capital markets, CG Analytic center capabilities, reporting formats, fiduciary responsibility, and asset allocation modeling
  • Advise FAs on all current information and changes regarding investment management firms
  • Provide recommendations to Financial Advisors regarding client situations and investment managers using IAR’s manager research
  • Produce hypothetical portfolio illustrations and manager searches
  • Series 7; Series 66 (or 63 + 65) (or ability to obtain within 6 months of hire)
  • CIMA preferred or willingness to obtain CIMA encouraged
  • Minimum 2+ years CG experience or related industry experience
13

PLM Internal Sales Resume Examples & Samples

  • Make targeted sales prospecting calls to existing Autodesk customers and to non-Autodesk customers in order to build sales pipeline
  • Nurture customers through the sales process and move qualified customers to the direct team
  • Maintain basic knowledge of Autodesk products, competitive products, and industry trends
  • Provide partner with the relevant information by understanding their business workflow to create and close opportunities
  • Ability to adapt quickly and manage difficult situations while remaining upbeat and positive at all times
  • Experience selling Enterprise software – ERP, CRM, PLM, PDM, ideally in Manufacturing
  • Positive attitude, tenacious, self-motivated and results driven
  • Organised approach, tracking conversations, sending follow up emails and providing detailed opportunity qualification information to field sales team
  • Knowledge of PLM and Manufacturing is useful, however not essential – Team will provide all the PLM training
  • Fluent in business English and ideally Swedish
14

Internal Sales Director Resume Examples & Samples

  • To successfully execute marketing plan to maintain and grow assigned territory and assigned agencies/accounts
  • Maintain proactive and meaningful communication with the agencies/accounts, home office, and other members of sales team
  • Instruct and inform general agencies and agents on Transamerica products, features, tools and services
  • Inform general agencies and agents on advanced sales concepts
  • Train new/established general agents to organize and manage more effectively; contact office administrators on contracting and licensing procedures, and new business and underwriting procedures. Provide orientation/training on systems
  • Negotiate with centers of influence within agencies/accounts
  • Observe the operational aspects of major accounts and assists if necessary resolving ongoing issues by utilizing resources from Home Office
  • Administer the setup of a new general agency
  • Bachelor’s Degree or equivalent business experience
  • Series 6 and Insurance Licenses
  • Financial Services/Brokerage Industry experience
15

Internal Sales Director Resume Examples & Samples

  • Achieves organic growth goals related to prospect generation, annual plan growth in assets and close ratio
  • Updates written marketing plan for existing MEP Sponsors as needed based on client or advisor feedback
  • Provides training for MEP Sponsors, their sales, marketing and client service teams
  • Provides training on marketing support and sales process to advisors and/or TPAs associated with existing MEP Sponsors
  • Conducts monthly calls to Advisors to review prospect and adopter sales activity and determine additional needs
  • Sends monthly e-mails to MEP Sponsor Clients and Advisors (Exact Target)
  • Documents all activity with MEP Sponsor Clients, Advisors and TPAs in Pivotal and/or CMS as required (weekly for key clients)
  • Reviews current year adopting employer sales and prospect activity as well as year over year organic growth with MEP Sponsors and Advisors on client visits or calls
  • Manages prospective adopter pipeline for assigned MEP Sponsor Clients
  • Represents the Company at Industry Association meetings (NAPEO, Association Conferences)
  • Works with Product Development Team and CRM on contract pricing revisions
  • Stays within Budget for all client marketing events outside the scope of existing marketing resources. Attends all group meetings and participates in at least one formal training session on MEP Client Development annually
  • Develops and manages MEP relationships post sale to grow and increase plan adoption and AUM
  • Builds and manages detailed business plans with each client
  • Determines potential new tactics to add value to partnerships
  • Assists sales team to generate net new sales
  • Understands profitability of partnerships and how that fits in to the overall firms objectives
  • Establishes or improves awareness of Transamerica products
  • Understands and manages broker dealer driven demands based on partnership agreements with the most significant product providers
  • Works with partners to develop strategic initiatives that will strengthen and grow the business
  • Manages detailed MIS reporting in order to understand the overall business of each strategic and key partnership
  • Other duties as assigned based on divisional needs
  • 3-5 years Financial Services industry experience
  • FINRA Series 6 and 63 required
  • Life Agent License in primary state conducting business
  • Conforms with and abides by all regulations, policies, work procedures, instructions and all safety rules
  • Strong knowledge of company products, ability to interpret plan provisions and understanding of company procedures
16

Internal Sales Director Resume Examples & Samples

  • Provide telephone responses to incoming calls regarding marketing and sales information related to all approved products of WFG
  • Make outbound calls to promote sales and marketing initiatives
  • Actively participate in all marketing and operational promotions, presentations and training sessions
  • Maintains proactive, positive and meaningful communications with customers/agents, home office and other members of sales desk team
  • Track calls via the department tracking system Sales Force
  • Maintain a daily understanding of current market activity and how it relates to products
  • Resolve associates’ marketing challenges and assist with sales and strategies
  • Monitor and track requests from field associates
  • Resolve internal department challenges within established departmental guidelines
  • Four-year business related degree or equivalent work experience
  • FINRA Series 6 or 7 registration and 63 (can be obtained within 90 days of hire)
  • Georgia Life and Variable license (can be obtained within 90 days of hire)
  • Two years sales experience or customer service experience in a securities related environment
  • Exceptional sales, service, interpersonal and organizational skills
  • Insurance, annuity and variable product knowledge
  • Flexible working schedule to support West Coast associates
  • FINRA registrations and Georgia life and health licenses
  • Professional designations (CLU, ChFc, CFP)
17

Internal Sales Specialist Resume Examples & Samples

  • 2+ years of Internal Sales experience
  • Bachelor's Degree in Economics, Finance, Marketing, and/or a related field
  • Prior experience in a similar role at either a Fund or Wirehouse
  • Knowledge of Quantitative Investment products
  • FINRA licenses to conduct sales activity
18

Annuities Internal Sales Resume Examples & Samples

  • Demonstrated knowledge of more complex financial service industry-related concepts
  • Excellent telephone communication skills with a focus on translating complicated investment and market information into easily understood client materials
  • Skilled in sourcing and developing sales prospects
  • Strong teamwork orientation
  • 3 - 5 years of financial services sales experience
  • Demonstrated Investment product experience
  • Understanding of multiple asset classes and investment structures
  • Positive attitude and commitment
  • Driven, strong work ethic, and reliability
  • FINRA Series 6 (or 7), Series 63 (or 66) and State Insurance license
19

Internal Sales Manager Resume Examples & Samples

  • Work with Channel Sales Leadership to define/refine sales strategy
  • Develop implementation plans which ensures Internal Sales Consultants can effectively drive US Sales objectives based on market trends, client insight and coordinated client engagement
  • Leverage proprietary toolsets to help ISC increase depth and breadth of product, introduce newly launched products and create platform awareness with our highest value opportunities (Client Engagement firms)
  • Leverage proprietary toolsets to help ISC move highest opportunity advisors (prospecting) along the behavioral sales cycle (awareness, regular purchaser, advocacy) for faster conversion rates
  • Regularly uses a rigorous set of metrics and checkpoints to evaluate sales process effectiveness and performance against targets
  • Manages sales teams ongoing responsibilities for due diligence related to functional areas such as legal, compliance, operations, trading
  • Develop and implement best practices, standards and procedures as well as monitor adherence including compliance with local, state and federal requirements
  • Ensure continuing dialogue on IVZ products and superior knowledge of competitive circumstances and industry trends
  • Discuss key features and benefits of Invesco’s products, knowledgeable on competitor products, able to articulate market data and trends within Internal Sales team to enhance execution
  • Works with the Internal Sales Leadership team to ensure tailored engagement with Financial Advisors across multiple dimensions and Channels
  • Engagement based on Financial Advisors which have the highest potential to result in growth of sales at Invesco
  • Accelerate the Sales Cycle by understanding segmentation and tailor engagement intelligently through differentiated services
  • Execute on conversion strategies that will escalate the FA through the behavioral sales cycle, and move them to the greatest value segments
  • Business Building: Expand Invesco’s presence with advisors by articulating Invesco ‘story’ to build awareness and interest of breadth and depth of firm
  • Delivers full Invesco value proposition, proactively prospects new avenues to ‘deliver the firm&#8217
  • Intelligent Prospecting: Develop internal sales execution strategy to leverage firm intelligence to target the highest value opportunities
  • Client presence: Travels when relevant to participate in client meetings, support key firm initiatives, counterparts and attendance at selected industry conferences
  • Partner with Invesco’s AE’s to develop/refine sales strategy for assigned firms with a focus on an integrated coverage approach with client internal sales leadership
  • Execute against integrated coverage approach with COI/business relationship teams to elevate Invesco’s presence from an Internal Sales Client Home Office perspective
  • Ensure that Internal Sales can effectively represent IVZ capabilities and value-added programs that meet the unique needs of each client/channel by aligning training with distributor strategy, client type and level of sophistication
  • Manage ROI: Manage expenses relative to business case / business plans, ISC Travel, OT
  • Business and Strategy awareness: Excellent awareness of Invesco and US Retail objectives, plans and progress, and communicates to ensure Internal Sales is aligned to strategy
  • Coordinate inter-departmental sales servicing requirements
  • Develop strong working relationship with various departments including Contracts and Legal, Compliance, Operations, Marketing, Product Strategy and Development, Investment Centers, plus other sales teams including PowerShares, UIT team, etc
  • Willing to surface difficult issues and generate meaningful discussion around the root cause within a sound business case with short-term and aspirational targets
  • 5-8 years financial services industry experience in a client-facing capacity required, pervious experience in a sales function strongly preferred
  • Leadership and Communication is critical, as is a demonstrated ability to establish and maintain productive working relationships with key internal and external partners
  • Proficiency with Salesforce.com a plus
20

Internal Sales Avaya Resume Examples & Samples

  • Develop consistent relationship acting as a point of contact towards all our active vendors for inbound issues and queries
  • Increase Partners’ and dealers’ satisfaction by efficiently and quickly managing and resolving their requests
  • Organize and prioritize deal pipeline review to improve conversion rates
  • Deliver a fast, friendly and comprehensive support service to Partners and Sales Representatives, in-line with service levels
  • Receive request for quote, review rates, complete quotes and communicate outcome to Partner’s and/ or Sales Representatives for new deals and add-ons
  • Efficiently assess and resolve Partner’s inquiries, which come in by phone, e-mail or fax transferring issues to other functions where appropriate
  • Manage requests for early termination / purchase option when issued via partners
  • Support the sales team and partners with the preparation of commercial proposals
  • Support the sales team with the preparation of appropriate file and complementary information for risk
  • Chase risk when pending decision
  • When receiving incoming application by phone, fax, or e mail, register new deals in Extranet / legacy system, submit proposals for decision identifying any obstacles including pricing, or structure that may affect an opportunity to convert
  • Follow deals waiting for credit decision and seek for missing information to enable credit decision to be made
  • Pro-actively communicate credit decision to Partner and follow with them until the leasing contract is received in order to increase conversion ratio. Update systems accordingly to follow chase dates until final decision is made on the partner’s side
  • Provide Partners/customers with contract documents when appropriate
  • Upon partners’ request, provide them with deal status lists for deals in pipeline that are not yet paid
  • Identify and report to Sales Representatives any opportunities or issues relating to specific Partners
  • Complete regular account reviews with Sales Teams
  • Develop and utilize relationship with Partners and Sales Representatives to inform them about any business changes, which may enhance services
  • Exchange information with Sales and Documentation regarding vendor processes & issues as well as internal processes and issues
  • By exception, chase document backlog
  • Manage calls in and out appropriately to ensure abandoned calls are reduced to the very minimum and to maximize partners’ satisfaction on call handling
  • Be aware of NPS scores and Partner satisfaction regarding Commercial Support activity and put in place appropriate actions and behaviors to increase performance
  • Upon partners’ request, deliver training on extranet over the phone and help increasing extranet penetration
  • Effective Listening skills – ability to listen carefully to the customer to clarify needs, offer appropriate solution and take all opportunities to gain more sales
  • Ability to handle numerous calls a day both inbound and outbound
  • Ability to use various systems (legacy systems, extranet, Siebel) as well as PC software
  • Ability to influence and sell over the phone – commercial mindset
  • Influencing skills – ability to project a calming influence when dealing with dissatisfied or anxious customers
  • Communication skills – ability to communicate clearly and effectively both with partners and with other functions
  • Understand product and service offering available to Partners and customers and gain ability to train them
21

Senior Internal Sales Representave Resume Examples & Samples

  • Self motivated and proactive
  • Exceptional sales and customer service orientation
  • Demonstrated interpersonal and communication skills
  • Strong networking, presentation, facilitation and relationship building skills
  • Works effectively in a team environment
  • Capacity to work under pressure in a fast paced environment
22

Internal Sales Resume Examples & Samples

  • Maintains inbound sales request filtering process and prospect databases for new business opportunities
  • Coordinates with BD team on sales activities and assists in the execution of active marketing campaigns within BD territories
  • Maintain sales activities and new business pipeline in activity and tracking software
  • Review and maintain product approval in consultant databases
  • Ensure the capture of available and relevant business opportunities through daily alert emails
  • Preparation of presentations to prospective clients. Includes coordinating instructions/edits between the Marketing Department, Graphic Designers, Compliance and the BD professional
  • Work closely with a number of professionals in various departments across the firm to ensure deadlines are met, materials meet compliance requirements and data points are accurate
  • Assists with management Reporting including but not limited to: Activity, Sales Reporting, Pipeline Management,
  • Contributing to the development of standard marketing materials and presentations
  • Assist in coordination efforts for final presentations and on-site meetings while maintaining the highest possible profile for our company in a manner demonstrating the integrity of the company through hosting clients, etc
  • Resolves service and other business related issues
  • Other sales-related projects as necessary
  • College degree (B.A., B.S., or B.B.A)
  • 2-5 years’ experience in a related financial services role
  • Holds, or is prepared to obtain, Series 7 and 63 licenses
  • Experience supporting sales function a plus
  • Excellent verbal and written communication skills are a must
  • Working knowledge of Salesforce, Marketo, and Adobe InDesign experience is a plus, but not required
  • Must be proficient in Microsoft applications (Word, Excel)
  • Must be detail oriented and organized and able to handle multiple assignments
  • Ability to meet tight deadlines
  • Ability to operate in high pressure environment
  • Ability to work 50+ hours/week when necessary
23

Director of Internal Sales, VP-chicago Resume Examples & Samples

  • Manage all aspects of the sales unit structured to support wholesalers and sales management
  • Develop plans to execute sales campaigns and strategic initiatives to increase firm penetration and sales production
  • Design and monitor performance benchmarks and metrics: talk time, dials, quality conversations, quality & client satisfaction
  • Collaborate with channel and divisional leaders to execute a profitable sales and service strategy
  • Partner with senior management to formulate sales, distribution and product positioning strategies
  • Coordinate and develop training programs designed to enhance the professional growth of the entire internal sales organization
  • Partner with all business units to support sales initiatives, firm strategies and goals
  • Lead recruiting and hiring initiatives to attract top caliber sales professionals
  • Provide consistent supervisory oversight and ensure ongoing adherence to firm compliance standards
  • Evaluate industry trends and proactively formulate and adapt the strategy of the group to maximize commercial contributions
  • Strong leadership and sales management experience
  • Understanding of strong sales acumen
  • Proven ability to successfully execute/implement initiatives
  • Series 7 and 24
24

SCM Internal Sales Desk Manager Resume Examples & Samples

  • Lead the coaching, development and training of a team of four internal sales professionals
  • Build, promote and sustain an engaging workplace culture within the team that inspires productivity and excellence
  • Create and implement Internal Sales Desk strategies, initiatives and projects in collaboration with the external sales team
  • Represent and lead sales on various project committees and Sterling programs
  • Collaborate with External Wholesalers’ efforts and drive timely execution and consistency of sales and marketing campaigns
  • Anticipate, plan and maintain appropriate staff levels to meet the sales need of the company
  • Implement best-practice sales techniques to continuously enhance the quality, productivity and efficiency of the sales team
  • Prepare compelling presentations for relevant stakeholders, internal partners and customers as needed
  • Responsible for sales data
25

Head of UK Retail Internal Sales Resume Examples & Samples

  • Responsible for the UK Retail client relationship and sales account manager teams, providing leadership and driving the team to contribute both individually and collectively to support our clients and to grow IP business in the UK retail market
  • Contribute actively and effectively to develop and implement Invesco Perpetual’s sales strategy for UK Retail
  • Responsible for the on-going review, coaching and development of the team. Establish and maintain appropriate monitoring and control mechanisms to deliver expected client service, sales promotion and communication quality levels
  • Ensuring the team is appropriately resourced and developed and that individual objectives are set, monitored and delivered effectively
  • Liaise with investment, marketing and other departments across the firm as appropriate to deliver market leading client management and service
  • Drive the internal sales training and development programme, supporting the firm’s commitment to maintaining the leading UK retail sales team
  • Work with marketing and the sales management team to develop and deliver the calendar of retail client events in the UK
  • Embeds our conduct culture and ensures due consideration and escalation of any Compliance, Risk, Conduct issues including all issues pertaining to the adherence to our code of conduct, ethical standards and conduct principles
  • Embed a culture of TCF and ensure all activities are in line with TCF outcomes
  • Displays drive and is results focused
  • Strong commercial focus and good judgement
  • Strong people management skills with ability to motivate a team
  • Educated to degree level or equivalent, ideally with relevant financial services industry professional qualifications
26

VP, Internal Sales Desk Resume Examples & Samples

  • Bachelors degree or equivalent experience preferred
  • 8+ years of experience preferred, with demonstrated leadership experience
  • Must have applicable Securities licenses (Series 6)
27

Alternative Investments Internal Sales Specialist Resume Examples & Samples

  • Support strategic initiatives and collaborate on integration of alternative investments into broader firm wealth management campaigns
  • Develop, maintain and distribute select marketing collateral (presentations, guides, white papers) in collaboration with internal and external business partners to connect AI solutions with firm’s investment thought leadership
  • Manage and execute distribution campaigns such as fund launch calls, manager road shows and field events and support sales activities in all channels (advisory, trust, institutional) to deepen penetration including developing custom portfolio proposals
  • Compose and distribute regularly scheduled and ad hoc communications to financial advisors, business partners and channel leadership and gather data and summarize for periodic management reporting
  • Conduct focus groups with advisors and leaders to assess effectiveness of initiatives
  • Excellent written and oral communication skills with extreme precision on accuracy of communications
  • Self-directed and motivated individual who can work collaboratively and independently to advance multiple projects in deadline driven environment with great attention to detail
  • Adept in Microsoft Office Suite, especially Excel and Power Point
28

Internal Sales Desk Associate Resume Examples & Samples

  • Support the Divisional Director to increase gross sales of MSIM investment products and where possible reduce redemptions of existing AUM (grow net sales)
  • Assist in coordinating visits/for Regional Director with key Financial Advisors and Wire/Regional partner firms
  • Profiling financial advisors to offer a solutions based approach in building relationships within assigned territory
  • Follow up with targeted Financial Advisors who have an interest in an MSIM strategy; provide market collateral and greater detail on the strategy/process
  • Initiate, participate and track outbound campaigns to promote MSIM strategies to identified Wire/Regional Financial Advisors
  • Engage Portfolio Specialist for larger opportunities, coordinate activities of Portfolio Specialists with Divisional Directors and Financial Advisors
  • Coordinate with Marketing and Relationship Management to offer MSIM specific material on various strategies
  • Offer unique ideas on what material would be helpful for Financial Advisors to have so they can offer our strategies to their clients and prospects
29

Internal Sales Specialist Resume Examples & Samples

  • Introduce new products and promotions to assigned customers or territory and actively seek to secure an order
  • Convert accounts to MBD products where competitive products are being used
  • Maintain existing business and actively seek to grow the MBD business profitably within territory by developing strong relationships with the accounts assigned by the Inside Sales Manager
  • Seek out, prioritize and pursue all sales opportunities through appropriate distributor channels
  • Develop and maintain professional sales relationships with applicable distributor representatives in order to maximize profitable sales growth opportunities within your assigned territory
  • Accept ownership and accountability for sales growth, customer service, customer support, and contracting within assigned territory, utilizing all sales resources provided by MBD
  • Provide professional service to accounts for existing MBD business
  • Process product complaints through the appropriate channels
  • While selling, introducing or promoting new or established products make recommendations to management on how to modify a product, sales strategy or promotional policy in order to increase sales
  • Provide weekly call reports, monthly sales forecasts, applicable target lists, monthly operating reports, and any other applicable reports as designated
  • Constantly strive to improve selling skills, MBD and competitive product knowledge, market knowledge, and detailed knowledge of how products are used
  • Process all price requests, contracts, and contract renewals in assigned time frames
  • Report all process improvement recommendations, which may be obtained from customers, distributor partners, and other business relations on to the Inside Sales Manager
  • Attend sales meetings, conventions and training programs as directed
  • Provide, in a timely manner, any field market data requested by the Inside Sales Manager
  • Follow up, close when possible, and report on all sales leads generated by lead programs in a timely fashion
  • Bachelor of Science Degree in Microbiology, Biology or related discipline
  • Must be able to communicate effectively, both orally and in writing
  • Must possess the ability to work both independently and in a team environment
  • Must demonstrate business maturity and take a strong initiative in both skill and role development
  • Working knowledge of Microsoft applications including Outlook, Excel, and MS Word
  • Prefer a desire for increased responsibility and possible promotion/relocation into outside sales
  • Prior work experience in the area of food safety laboratory science
  • Knowledge of microbiology or diagnostic testing
30

Internal Sales Desk Manager IBD Resume Examples & Samples

  • Provide guidance, training and motivation to the team and evaluate and counsel personnel
  • Assist in the development, communication and management of sales goals and marketing campaigns
  • Analyze inbound and outbound call statistics and client feedback and management reports. Utilize available data to monitor problems and measure success of the team and the business
  • Work closely with Desk Team Leads to implement daily and weekly training, coaching, and monitoring of internal wholesalers
  • Knowledge and experience wholesaling or managing within the independent broker dealer channel
  • Experience selling non-traded REITS and BDCs and interval funds
31

Internal Sales Manager Resume Examples & Samples

  • Manages the team toward the aim of exceeding territory sales goals by developing individual selling skills, knowledge and aptitude as well as providing them with assessments, coaching and feedback
  • Develops and maintains training standards including Janus products, industry competition, market/economic knowledge and operational sales support to ensure we are meeting the changing needs of clientele
  • Champions employee professional development by facilitating individual and team sales process coaching, sales idea generation, presentation skills and training programs
  • Works closely with the Divisional Sales Manager and the Regional Sales Directors in order to align objectives, facilitate communication and achieve territory sales goals
  • Works closely with internal sales management colleagues to provide consistent and fair management of performance assessment, promotions, staff hiring, communication messaging, compliance and under-performance management
  • Strategy and implementation of sales desk team objectives, performance metrics, and business planning
  • Responsible for managing a team travel and expense budget within provided guidelines
  • Provides intraday support and guidance for the internal sales team. Acts as a resource for employee questions and assistance
  • Strong leadership, preventative issue management, and coaching skills
  • Ability to lead a team effectively in both difficult and fluid situations
  • Superior attention to detail with the ability to manage multiple tasks effectively
  • Excellent interpersonal and customer service skills with the ability to develop strategic business relationships
  • Comprehensive knowledge of mutual fund/financial industry products and services. Janus product knowledge is preferred
  • Intermediate computer skills including MS Word, Excel, and PowerPoint
  • Excellent verbal and written communication skills, including experience as a public speaker
  • Two years of experience in an internal sales or client relations role required
  • Four years of experience in the mutual fund/financial services industry required
  • Two years of leadership, management, or supervisory experience preferred
32

Internal Sales Consultant / Wholesaler Resume Examples & Samples

  • Drives results and raises awareness of Vanguard’s investment products and services by delivering key messages through targeted prospecting activities including cold calls and virtual communications
  • Builds, grows, and maintains advisor relationships by developing a thorough understanding of Vanguards value added offerings and successfully position these services to advisors
  • Some travel with external partner to participate in face to face meetings with financial advisors
  • Supports the External Sales Executive in the development and execution of a strategic business plan to generate assets and grow share in the territory
  • Minimum three years general experience and three years industry/technology. Financial services or wholesaling experience preferred
  • Demonstrated professional presence, poise and presentation skills
  • Good working knowledge of PC and MS software. Understanding of CRM systems
  • Currently holds Series 7 and 63 licenses, or has the ability to obtain them within 90 days
33

Internal Sales Desk Manager Resume Examples & Samples

  • Manages and coaches exempt-level staff. Provides guidance, training and motivation to develop staff. Evaluates and counsel personnel. Sets performance standards, review performance, provide regular and ongoing feedback, administer disciplinary action and recommend wage increases in accordance with applicable Human Resources policies and procedures
  • Assists in the development of sales related goals. Works with internal sales consultants to monitor and communicate progress towards goals. Ensures internal sales consultants are working as a team with their assigned external sales executive(s) to achieve common territory goals, via partnership with respective external sales regional manager
  • Monitors internal sales consultant calls for coaching and compliance purposes
  • Assists in the development of sales and marketing campaigns. Manages execution of campaign by training sales associates on campaign, communicating goals, and monitoring progress towards goals. Assesses quality and effectiveness of campaign execution
  • Analyzes client insights, market trends, and opportunities for change. Develops and recommends changes to departmental policies, procedures, and workflows to meet changing business needs. Initiates and manages process changes to ensure a high level of efficiency in terms of quality and productivity
  • Analyzes inbound and outbound call statistics and client feedback and management reports. Uses available data to monitor problems and measure success of the team and the business
  • Analyzes and resolves the most complex client issues, implements systematic solutions and proper controls, and reviews internal partner and client feedback. Supports internal wholesalers in analyzing and resolving client planning issues and developing solutions. Guides team to strategically identify and maximize opportunities and work within respective service model. Meets or exceeds sales goals and outbound campaign targets on a consistent basis
  • Participates in development of business planning. Oversees the development of call volume forecasts and staffing models for use in strategic planning. Assesses the direct impact of market or Vanguard events/initiatives on staffing requirements. Determines whether market or Vanguard events have long-lasting implications that require a strategic solution (e.g., increase cross-training), or if the impact is short-term, requiring tactical solution (e.g., additional headcount). Works closely with other members of management to develop and implement staffing and operational plans. Develops and implements specific staffing and training plans based on expected capacity and growth projections
  • Supports the external sales executives by participating in prospective new client meetings, conference support, preparation for external meetings, as needed
  • Undergraduate degree or equivalent of experience and training. Master's degree or CFP preferred
  • Minimum of five years leadership and/or related experience
  • Currently holds Series 7, 63, and 24 licenses, or ability to obtain within 90 days
  • Thorough knowledge of Vanguard's funds and services preferred. Strong knowledge of the competitive environment preferred
  • Exceptional leadership, organizational and interpersonal skills. Excellent analytical, problem solving, verbal and written communication skills
  • Strong sales and influence skills. Demonstrated client relationship management and project management skills
  • Ability to work quickly and independently with attention to detail and sensitivity to deadlines
  • Proven ability to identify opportunities and execute solutions both strategically and tactically
  • Proven ability to develop innovative solutions to complex client situations
  • Proven ability to successfully develop strong working relationships with staff and management within Vanguard
  • Lead a highly engaged Internal Sales team that partners with Sales Executives in the field
  • Participate in the development of broker/dealer strategy and the execution of key initiatives
  • Engage with clients through our client advocacy program
  • Be part of a dynamic and collaborative team
34

Internal Sales Director Resume Examples & Samples

  • Delivers high quality, responsive service to all inbound requests for information and sales support from Brokers and Regional Sales Director
  • Collects and records qualifying and market segment information on contacts
  • Communicates and shares all information with territory owners
  • During all calls, and from alternate data sources, maintains qualifying and market segment data on contacts within the contact management system
  • Collects and records qualifying and market segment information on all contacts
  • Supports Regional Sales Directors with joint development and execution of a business plan, territory segmentation, scheduling of appointments as needed, and completing part or all portions of 401k proposals for brokers
  • Takes on special projects for the department, assists in the training and mentoring of less senior Internal Wholesalers, provides leadership to team by example and demonstrated sales techniques, skills and production results
  • Identifies new sales ideas, techniques, and opportunities for the sales organization beyond the status quo
  • This position requires a Bachelors degree or equivalent to 4+ years industry experience
  • FINRA Series 6, 63 and applicable state insurance licenses are required
  • At least 1-2 years of internal wholesaling experience, with sales and/or advisory services background
  • Must be able to see, hear, and speak well to present to clients
35

Internal Sales Executive Resume Examples & Samples

  • At least 18 months working within a sales environment in a proactive telesales role, with proven results
  • Ability to persuade, influence and negotiate effectively at all levels within and outside the organisation
  • Commercially minded with experience of achieving targets
  • Self-motivated with the ability to call both cold and warm leads as required
  • Experience using CRM systems and other office tools such as MS Excel / Word
36

Manager, Internal Sales Resume Examples & Samples

  • Some management experience preferred
  • 2-5 years desk manager or current wholesaler experience with a successful track record
  • Experience selling non-traded REITS
  • Ability to seamlessly integrate into desk culture and implement management ideas with minimal disruption to internal sales desk
  • Strong sales process and organizational skills
  • Capable of creating relationships, and maintaining and strengthening existing relationships
  • Must be a 'self-starter', and self-motivated as demonstrated by level of competitiveness
  • Must work with a team as demonstrated by having respectful relationship with internals; have group involvement with other wholesalers, shares sales ideas, etc
  • Innovative- always looks for new ways of doing things internally and in the marketplace
37

Internal Sales Team Member Resume Examples & Samples

  • Respond to questions regarding SEACON product options and applications as applicable
  • Research and calculate product pricing and delivery time per customer’s inquiries
  • Maintain customer information and quotations in CRM, and Sage
  • Interact with outside sales representatives, and all SEACON employees/sites on an ongoing basis
  • Ability to learn and understand full product range to ensure existing customers needs are met, and exceeded, whilst identifying opportunities for pro-active calls
  • To be a point of contact for multiple customers and new, ensuring all quotes and orders are processed in line with internal SLA
  • Achievement of targets as specified by the Manager together with other key metrics
  • Prior experience in an inside sales role or key accounts/customer service: Ideally within a technical / engineering industry (could be Oil & Gas, Marine, Renewable, Defence etc.)
  • Ability to communicate effectively with both internal & external customers in a timely manner
  • Ability to read drawings & become familiar with bespoke technical materials/parts in time
  • Sales experience preferred in a technical field: Liaising with Supply-Chain, Production, Engineering, Planning etc
  • Fully IT literate (MS Word, Excel, Power-point, Outlook): Familiar with Sage / CRM systems
  • Ability to overcome objections with an influencing and persuasive style
  • Ability to work under pressure in a target driven environment whilst remaining calm
  • Excellent data interpretation and attention to detail (excellent numeracy skills)
  • Desire to work in a target driven environment
  • Enthusiastic, confident and self-motivated
  • Flexibility in working hours when required & occasional travel (trade shows, clients/customers)
  • Basic knowledge of connecting systems a nice to have
  • Technical qualification a nice to have: But experience in a similar role is much more important to the successful candidate
38

Internal Sales Specialist Resume Examples & Samples

  • Sales Training
  • Contributes to the development and implementation of comprehensive communication and training plans and materials for our on-line university
  • Create and deliver classroom training, distance learning workshops (webinars), and teleconferences
  • Travel periodically to field offices to facilitate training with field mentors and/or field managers (25-30% travel expected)
  • Manage and train internal customers on client contact management system and needs analysis tool
  • Proactively place outbound phone calls to agents and/or field managers
  • Participate in case consultations with agents and/or field managers
  • May coordinate the design, testing and generation of new management reports as business requirements dictate. Partners with business areas to define solutions and resolve technical issues
  • Develops and administers documentation of projects, recommendations, and implementation procedures. Communicates project outcomes in a clear, effective, and timely manner to necessary parties in the business area and other customer areas
  • Develops and maintains current knowledge of the Agency Sales distribution, Mutual of Omaha practices, the insurance industry, and the financial services business environment. Improves understanding of business system tools, practices, and methodologies
  • This position requires up to 30% travel, which may include flying and/or over night stays
  • Knowledge of individual life, health, annuity products and investment products
  • Experience in a position requiring regular interaction with field sales managers
  • Strong oral and written communication, human relations, and presentation skills
  • Strong analytical skills, attention to detail, problem-solving and decision-making abilities. Creativity, diplomacy, sound judgment, and initiative
  • Ability to meet stringent deadlines, to work independently and as part of a team, to guide and train others, and to provide excellent customer service
  • Strong knowledge of administrative systems, applications, office and testing tools in a business environment. Experience with PC based office tools, such as, Microsoft Office and Lotus Notes
  • This position requires up to 30% travel, which may include flying and/or driving and some over night stays
  • Knowledge of individual life, health, and annuity products
  • Experience with insurance industry training and/or recruiting (classroom training, facilitating webinars, prospecting, or leadership development)
  • Experience within a career agency sales distribution
  • Understanding of effective sales methodologies
39

Internal Sales Specialist Resume Examples & Samples

  • Bachelor's degree or equivalent, plus at least 2 years of experience required (experience with group ancillary benefits preferred)
  • Must obtain Life & Health licenses within 3 months (active license preferred)
  • Must maintain licenses by meeting continuing education requirements
  • Requires broad understanding/ maintaining knowledge of insurance operations, products, and concepts with the ability to apply marketing strategies and systems
  • Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities
  • Must have good oral and written communication skills plus the ability to develop effective relationships and motivate producer behavior
  • Must have excellent computer and keyboarding skills
  • Must have excellent level Excel skills as well as MicroSoft Office knowledge
  • Must work well under pressure and be self-directed
  • Must have sales aptitude and drive to compete for business
  • Some travel may be required including overnight stays (5%)
40

Alternative Investments Internal Sales Specialist Resume Examples & Samples

  • Series 7 and 66 or will have opportunity to become licensed upon employment
  • An interest in investment management, alternative investments, strategy and marketing
  • Proficiency in understanding and explaining quantitative measures of AI fund performance; no need to perform statistical analysis
41

Internal Sales Specialist Resume Examples & Samples

  • Partner with External Sales Specialists to drive sales within assigned territory(s)
  • Cultivate relationships with financial advisors through high-quality interactions including proactive and reactive calls, emails and follow-ups as well as limited in-person territory meetings
  • Maintain a high-level of client service by answering inbound inquiries and working with the operations team to resolve specific account issues
  • Demonstrated ability to understand and articulate Blackstone’s sophisticated products (fund objectives, terms, exposures, manager strategy, positioning, performance attribution, etc)
  • Take a consultative approach in profiling financial advisors in order to understand their business, clients and investment challenges to better match Blackstone solutions to their needs
  • Work with External Sales specialists to establish and execute on territory plan(s) and utilize data to optimize engagement with financial advisors
  • Utilize the CRM system to log all client/prospect related activity on a daily basis
  • FINRA Series 7 & (63/65 or 66) required
  • Minimum of 2-years work experience within the financial services industry required (asset management, wealth management or alternatives experience preferred)
  • Demonstrated passion for capital markets and alternative investments
  • Ability to perform at a high-level within a fast-paced, entrepreneurial culture with a focus on excellence
  • Proficient in Microsoft Office including Word, Excel and Outlook
  • Experience with web-based CRM technology (eg SalesForce)
42

Internal Sales Associate, Advisory Platforms Resume Examples & Samples

  • Platform/Product Training & Education - Required to consult with financial advisors about all aspects of the LPL advisory and investment product offerings and help match the most applicable combination of practice management, economics, features and functionality to the client's needs
  • Must possess the ability to articulate market and economic impacts as well as technical investment characteristics of portfolios and underlying securities
  • Must also be able to consult on supporting technology including portfolio analytic tools, investor presentation and proposal tool and LPL BranchNet management/trading tools
  • Will also be expected to be able to discuss Advisor University and other training opportunities and help Advisors to determine how to best leverage those resources to grow their businesses
  • Issue Resolution - Required to consult with financial advisors about alternative solutions to options that are not currently available including providing options to accounts with low values that don't meet a platform minimum, identifying alternative money manger/products comparable to managers/products that are not available. Consulting Associates are empowered to initiate requests to for money managers to be added to the platform. Must also be able to problem solve a myriad of issues relating to compliance, operational or technology concerns
  • Case Consultations - Required to consult with financial advisors on new sales opportunities. This involves questioning techniques to understand client needs and advisor preferences for investment and practice management. Also involves providing options for consideration relative to asset allocations and/or manager/product selections in order to meet client needs
  • Bachelor's degree in Finance, Business, Economics, or related field preferred
  • Series 7 and 63, 65 or 66 required, or ability to obtain within 120 days
  • 1-2 years of experience in the investment space; fee-based business, or alternative investments knowledge highly preferred
  • General investment knowledge and savvy required
  • Service oriented, consultative sales minded
  • Effective decision making
  • Ability to diffuse tense situations
  • Microsoft Office skills required
43

Internal Sales Specialist Resume Examples & Samples

  • 3 + Years
  • Pass Texas Group I (01-01) license examination within 90 days of employment
  • Sales experience in HMO or PPO individual health insurance, Medicare Advantage insurance,
44

Internal Sales Consultant, Advisory Platforms Resume Examples & Samples

  • Client/Institution Case Consultations - Provides subject matter expert consulting with financial advisors on new sales opportunities. This involves performing a detailed needs analysis that starts through a discover process of the prospect through analyzing existing account statements and performance reports, determining appropriate risk tolerance, identifying estate/trust planning needs and understanding short and long term goals for assets. Once a comprehensive needs analysis is completed, the IAC provides options for consideration relative to asset allocations and/or manager selections as well as product solutions including managed accounts and alternative investments. These selections are all highly customizable and require critical thinking to help the advisor identify appropriate solutions. If necessary, other departments may be consulted including research, Private Trust Company, financial planning, etc. A baseline knowledge of these other areas is also essential for the IAC
  • Advisory Platform Training & Education - Consults with financial advisors about all aspects of the five LPL advisory platforms including positioning from a practice management perspective, economics, features and functionality of all five platforms, and ultimately provide portfolio considerations for advisors' prospects. Must possess the ability to articulate market and economic impacts as well as technical investment characteristics of portfolios and underlying securities. Consults on advisory platform technology including portfolio analytic tools, investor presentation and portfolio builder tools and LPL BranchNet management/trading tools. Will also be expected to be able to discuss Advisor University and other training opportunities and help Advisors to determine how to best leverage those resources to grow their businesses
  • Technology Training & Proposal Generation - Consult on product technology including portfolio analytic tools, investor presentation and portfolio builder tools and LPL BranchNet management/trading tools. Provides SME content and recommendations for training. Participates in proposal campaigns which includes leading webinars on IPPT, helping advisors identify prospects for advisory platforms, creating the proposal and helping the advisor understand the positioning
  • Bachelor's degree in a related field
  • Series 7 and 63/65 or 66 required
  • Accredited Investment Fiduciary (AIF) designation and/or CIMA preferred
  • Strong knowledge of advisory/fee-based platforms
  • Polished presentation skills are critical, as well as the ability to interact with sophisticated clients and advisors
  • Creative problem-solving, effective decision making, ability to diffuse tense situations
  • MS Office proficiency required
  • A client-centric attitude that considers the client’s point of view for all actions
  • Personal pride in delivering exceptional experiences to clients and coworkers
45

Internal Sales Coordinator Resume Examples & Samples

  • From 2 to10 years of experience in a sales and or business development role
  • Fluency in English and in French
  • Experience in selling software will be a plus
46

Account Manager, Internal Sales Resume Examples & Samples

  • Are you an ambitious, do you enjoy developing relationships?
  • Can you build credibility and rapport quickly? Build trust?
  • Achieves quota expectations, through cold calling, networking and other creative prospecting methods to build a qualified pipeline of customers
  • Be curious: Research accounts, Identify key player at targeted companies and conduct research for a well-informed initial contact and generate interest
  • Maintain and expand your database of prospects within your assigned territory
  • Understand the competitive landscape and customer needs
  • Manage, track, and report on all sales activities and results
47

Internal Sales Resume Examples & Samples

  • Communicating to existing direct and non-direct accounts within UK & Ireland for DuPont™ Tyvek®, DuPont™ AirGuard® and accessories
  • Responsible Answering all incoming calls on the UK & Ire hotline
  • Call handling and transferring calls to relevant department/person
  • Generating CPD opportunities with Architects
  • Taking general enquiries and ability to price where needed
  • Responsible for maintaining up to date records of existing and new customers
  • Using Sales Force CRM System & Excel to maintain data records
48

Internal Sales Director Resume Examples & Samples

  • Will initiate approximately 375+ outbound contacts per month to current producers in order to retain and grow their business and to non-producers to grow the total number of producers by promoting Great-West’s life products, marketing support and sales ideas via phone and web presentations. Delivers high quality, responsive service to all inbound requests for information and sales support
  • Develops close coordination and working relationship with external Annuity Regional Sales Director to schedule and execute field activities which may include product and sales presentations
  • May participate in product, system, sales presentations and phone training for all Internal Sales Directors
  • Participates in a variety of other sales support functions, including telemarketing efforts, written communication, sales presentations and special projects
  • 2+ years relevant sales or internal wholesaling experience FINRA 6 & 63 required along with Life Insurance Licenses for all applicable states
  • Demonstrated ability to work in an internal sales environment with proven success in achieving monthly quotas
  • Excellent verbal and written communication skills, including the ability to give product/sales presentations to employees at all levels within an organization
49

Director, Internal Sales Resume Examples & Samples

  • Develop and implement strategies and best practices in collaboration with senior sales leaders and internal sales desk managers
  • Effectively anticipate, plan and maintain appropriate staff levels
  • Recruit, hire and retain a talented and diverse sales team
  • Partner with various teams across Individual Life Insurance, including Sales Operations, Sales Training, Strategic Relationship Management, Policy Acquisition, Marketing, Product Development and our sales leadership
  • Monitor and enhance the effectiveness of sales team through learning and development strategies and candid and motivating performance feedback
  • Integrate marketing and sales data with digital tools to coach teams on driving effective sales campaigns
  • 5+ years experience in sales with proven track record of success strongly preferred
  • 5+ years management experience (or military equivalent) and a track record of increasing levels of responsibility strongly preferred
  • Demonstrated leadership competencies, including the ability to create a climate in which employees feel engaged, energized and enabled, build highly collaborative relationships, and influence performance
  • Demonstrated success at hiring top performers
  • Proven knowledge of consultative sales approach
  • Professional presence and proven presentation skills
  • Knowledge of the financial services industry and life insurance products
  • Advanced education preferred (MBA or industry designations)
  • FINRA Series 6 (or 7) is required
  • FINRA 24 or 26 strongly preferred (required to obtain within 180 days)
  • State life insurance license preferred
50

Internal Sales Executive Resume Examples & Samples

  • Manage a portfolio of clients from specific regions including Scotland and North-East England
  • Communicate spot prices to customers via daily telephone ring-rounds and e-mails
  • High volume of inbound and outbound calls
  • Provide sales support for external sales team
  • Promote PRISM (Price Risk Management) products to prospective accounts and educate them with literature, market knowledge and coordinated calls with Derivatives Marketers
  • Execution of daily spot, bulk and trigger sales
  • Monitor intra-day market movements and capitalize on opportunities as they arise
  • Gather market intelligence, provide feedback to management and make recommendations on margin adjustments
  • Responding to price enquiries via phone and e-mail
  • Accepting sales and reporting trade details to Hedge Traders
  • All front-office deal entry and administration associated with the sale, including creating contracts for external sales team
51

Mgr Internal Sales Resume Examples & Samples

  • Manage the internal wholesaler group, provide coaching, mentoring, performance feedback, hiring/firing
  • Establish operational objectives and work plans
  • Develop and track business metrics related to sales success and compensation programs
  • Delegate assignments to team
  • Develop, modify, and execute policies
  • Perform securities compliance oversight as the principal of assigned registered sales representatives
  • Drive activity & behavior toward strategic sales initiatives
  • 5 years relevant work experience, preferably in a sales environment
  • FINRA Series 6, 63, 26 and applicable state insurance licenses
  • 2-3 years 401k, mutual fund or insurance background
  • Experience with 401k/pension industry strongly desired
  • Must have strong interpersonal, team-oriented, organizational, leadership and project management skills
52

Internal Sales Associate / Senior Associate Resume Examples & Samples

  • Work in tandem with the group Vice President to develop and maintain working relationships with key Advisors and Firms
  • Cultivate new advisor relationships, and deepen existing relationships using Wilshire’s various mutual fund and separate account products
  • Serve as inside resource for industry and product information by developing strong knowledge of our products, the competition, the clients, and the marketplace
  • Maintain contact relationship management database (SalesForce) used by the Wilshire Sales Team to track meetings, advisor information, etc
  • Coordinate weekly meeting schedule for the group Vice Presidents
  • 2+ years of experience
  • Highly motivated self-starter: Enthusiasm for the industry, a positive attitude, and a drive to succeed are essential to this role
  • Proven results and demonstrated sustainable success in a competitive sales environment
  • Excellent ability to build relationships within our team, across our organization, and with our clients
  • Ability to thrive in a deadline-oriented atmosphere, with exceptional analytical skills and attention to detail
  • Ability to learn and demonstrate industry and product knowledge and make client presentations
  • Limited travel, if any
  • Must be able to work at a computer for up to 8 hours a day
  • Prior experience in sales of financial products preferred
  • Prior internal sales desk experience preferred
  • Experience using Salesforce preferred
  • Bachelor’s Degree strongly preferred
  • SEC Series 6 or 7 and 66 preferred, or must be obtain Series 6 within 90 days of hire & Series 66 within 6 months of hire
53

Internal Sales Desk Manager Resume Examples & Samples

  • Lead and coach team of internal wholesalers to drive sales
  • Serve as liaison between Product Strategy Group and internal sales desk; develop timely messaging for internals on product updates/changes
  • Analyzes client needs, market trends, and opportunities for change. Develop and recommend changes to departmental policies, procedures, and workflows to meet changing business needs
  • Desk manager or current wholesaler experience with a successful track record
  • FINRA Series 7, 24, and 63 licenses required
  • Knowledge and experience wholesaling or managing within the Wirehouse and Independent Broker Dealer channel
  • Experience selling mutual funds, non-traded REITS, BDCs, and interval funds
54

Intern, Internal Sales Resume Examples & Samples

  • Interest in capital markets and sales
  • Expected to complete training sessions on Commercial Real Estate and our Sales Process
  • Work closely with the Sales Team to facilitate marketing campaigns, schedule meetings, data entry, and help with follow up
  • Comfortable on the phone with financial advisors
  • Work closely with other departments on special projects
  • Expected proficiency in Microsoft Office, especially Excel
55

Internal Sales Executive Resume Examples & Samples

  • You will work with Product Management to feedback on issues with current product offerings and provide input around new products
  • You will provide Sales Executives with demonstration packs and tools
  • You will attend product training events in order to keep up to date with new features
  • You will be responsible for working with our existing customers on how additional products that we offer can help them by understanding their business and technical requirements
  • You will be pro-active in understanding and maintaining your knowledge on the latest industry trends and what our competitors are doing
  • You may be involved in constructing and delivering training sessions to ensure our Sales teams are up to date with our latest products
  • You will responsible for providing accurate and management information that will be used to put together activity reports, reviews, forecasts and KPI reports
  • Providing sales and administrative support
  • Generation of quotations using internal system
  • Act as internal point of contact for those Area Sales Managers accounts
  • Experience in either a Pre Sales, Sales environment, preferably in the IT solution industry and/or the Automotive sector
  • Experience in presenting technology solutions in a solutions environment where the ROI has been based on business process change/ optimization
  • Highly organized within a process orientated environment
56

Internal Sales Engineer Resume Examples & Samples

  • Provide first line Sales Office activities including answering and dealing with incoming phone calls and ensuring excellent communication and coordination through the sales team (in French and Italian language)
  • Coordinating with Customer Service activities both internally and based in Luton including order entry, invoicing activity, order tracking and expediting through our production facilities
  • To produce and deliver formal product quotations in a timely manner and at an acceptable quality and responses to tenders as needed by external sales engineers including entry and maintenance on the company CRM system
  • Assist in developing templates, processes and tools for making quotation generation more efficient and better quality
  • To follow up on smaller quotations directly with customers with the aim of securing orders for MTL
  • Assist in organisation, maintenance and setup of demonstration equipment for trade shows and customer presentations
  • Work closely with the external sales function to support direct sales activities including dealing with literature requests
  • Act as a key member of the Italian sales team working closely with all functions to achieve the agreed team budget
  • First line technical assistance to customers on the MTL product range, management of logging service issues with escalation to Luton HQ as needed. Some site based activity may be needed on occasions to support trouble shooting and commissioning of our products
  • Report product defects and support the customer with ‘work around’ if necessary/possible
  • To comply with all Eaton ethical and business processes and ensure and deviation is reported appropriately
  • 2 years + experience in technical support and customer service functions
  • Energetic / Enthusiastic
  • Completer finisher
  • Interpersonally Savvy
  • Well organized and proactive
57

Internal Sales Coordinator Resume Examples & Samples

  • 3 years or above of relevant experience related to internal sales (within C&P activity would be preferred) with a minimum of 2 years in direct B2B sales
  • Team player and open minded behavior
  • Dynamic, tenacious and autonomous in the relationship with internal and external customers
  • Computer literate (ERP systems like Oracle/SAP, CRM, MSOffice, Internet…)
  • Stock management and customs regulations in regards to Import/Export
  • Well organized and good in-time management in order to achieve yearly action plan
  • Proven ability to communicate effectively
  • Self-dependent working behavior and ability to assert oneself
  • Fluency in Romanian and English language is mandatory, another Eastern European language is a plus
58

Internal Sales Executive Resume Examples & Samples

  • To consistently perform effective outbound/inbound sales calls on a daily basis in line with targets provided
  • Identifies, researches, and contacts prospective customers and builds customer relationships to generate future sales and repeat business
  • Takes ownership of customer issues and takes immediate action to provide a quality service
  • Ensure that calls, activities, quotes and opportunities are accurately logged daily on the Company’s CRM system (Salesforce)
59

Internal Sales Engineer Resume Examples & Samples

  • Chemical/Mechanical degree qualification engineer
  • Fresh graduate or some experience in an industrial environment
  • Computer literate (Microsoft Office - word, excel, power point)
  • Familiar and conversant with general office equipment, and in particular the use and manipulation of Outlook, Skype, SAP and CRM
  • Excellent communication, both verbally and written in English and French with attention to accuracy and details, both internally and externally of the company
  • Confident persuasive telephone manner
  • A proactive approach with the ability to work under own initiative, but within guidelines as defined by management
  • Standard office administrative procedures
  • Codes policies regulations and procedures relation to the preparation and issue of proposals, and acceptances of orders
  • Capability of understanding and following Pall products, past and current prices, availability, manufacturing locations, sizing and selection of filters based on customer application
  • Lotus Notes databases related to preparation and issuance of quotations, such as price data bases, customer data base, quote data bases and those data bases as required to gather information of Pall range of products such as literature, drawings, customer histories, etc
  • Pall structure and organization such as required to obtain information related to pricing, design availability, etc
60

Internal Sales Engineer Resume Examples & Samples

  • Mechanical (& Hydraulic) degree qualification engineer
  • 3 years in an industrial environment with commercial attitude
  • Excellent communication, both verbally and written in English and Italian with attention to accuracy and details, both internally and externally of the company
  • Conversational French and Spanish knowledge
61

Internal Sales Coordinator Resume Examples & Samples

  • Preparation of quotations/proposals and expedient follow up within guidelines set by the commercial leader
  • Communicate directly with clients to establish clear understanding of requirements and provide cost effective solutions
  • Pricing validation, sourcing and sales administration
  • Maintain and build on existing long-term client relations through providing prompt and efficient service
  • Present yourself in a professional sales capacity with client satisfaction and results as your key focus
  • Participate in regular sales meetings and contribute to R & D as well as New Product Development Opportunities
  • Continual update of the MYOB CRM tool to ensure, it is fully utilized, including entry of customer information, quotations, generation of sales reports, customer sales analysis
  • Meet and exceed set sales KPI’s and targets with contribution to sales forecasts
  • Work in accordance with the companies ISO 9001 procedures and documentation
  • Work within and comply with established Safety Management Systems and company culture of Goal Zero
  • Establish a personal culture of self-improvement by continuous education developing professional and product capability
  • Excellent written and verbal communication skills with the ability to interface with clients with a broad spectrum of backgrounds
  • Prior sales experience considered advantageous
  • The ability to communicate confidently at all levels and negotiate with clients
  • Basic understanding of budgets and driving profitability
  • The ability to think strategically and deliver on medium – long term projects and initiatives
  • A confident and amicable demeanour able to work autonomously whilst being part of a dynamic team
  • Medium-advanced IT/Computer skills particularly with Word, Excel & Powerpoint
  • Valid ‘C’ Class Driver’s license
62

Internal Sales Specialist Resume Examples & Samples

  • Perform necessary quoting tasks (e.g. quote entry, tracking, performance and deadlines)
  • Assist with forecasting, VPA’s (Purchase Agreements) and part set-up process
  • Work with customer and internal teams on unit price/purchase order verification, review price related issues, credit/debit notes
  • Investigate Over dues and escalate when needed
  • Perform necessary SAP/CRM opportunity entries, tracking and basic account data maintenance as trained/assigned
  • Together with sales, maintain and improve customer relations by analyzing and evaluating customer satisfaction
63

Internal Sales Manager Resume Examples & Samples

  • The ability to engage, develop and motivate an internal sales team
  • Effective presentation skills to both internal and external audiences
  • Ability to talk to and influence key decision makers
  • Good commercial acumen with strong analytical capability
  • Computer literate with an understanding of salesforce.com an advantage
  • Effective and concise communicator both written and verbal
64

National Internal Sales Manager Resume Examples & Samples

  • Experience leading a sales team
  • Successful client management skills
  • Success in acquiring new business through proactive, face to face and over the phone cold calling
  • Experience and understanding of business-to-business processes
  • Worked in a high activity, KPI driven environment
  • Experience selling a portfolio of products
65

Internal Sales Executive Resume Examples & Samples

  • Receives requests for price quotations, sample orders, FAR
  • Achieves and maintains rapport with customers and works to give them the best possible service
  • Handles the needs of sales representatives and customers by area of the EMS clients
  • Follows up PCN and PDN for customers acceptance
  • Updating/maintaining existing information on SAP
  • Generation of documentation and report for internal/external use
  • Perform any other duties assigned by your manager
66

Internal Sales for IP Resume Examples & Samples

  • Process information, mail, fax, e-mail orders and hard copy quotes/documentation where required to enable goods to travel in and out of the country
  • Analyze and resolve customer concerns using established procedures
  • Change order information in the system based on customer’s request
  • Investigates overdue and damaged shipments or shortages in shipments already received
  • Utilize supplier catalogues, on-line databases, and other appropriate resources to cross reference products to meet customer order requirements
  • Assist customers with buying decisions: researches product, cross-reference, pricing & availability
  • Suggest alternative products and promotional programs
  • Attends product/vendor/systems meetings to stay up to date on new product lines and current systems
  • Exceed customer service levels expectations (External and Internal), working to agreed deadlines and a focus to finding a solution
  • Tertiary qualifications in Science, Engineering or a related discipline
  • Preferably previous experience in a sales support role
  • Some customer service experience in a technical or export sales environment
  • Excellent product and process knowledge for a specific market
67

Internal Sales Executive Resume Examples & Samples

  • Response for dealing with customer inquiry by phone call and email. Working with other function to find out solution and feedback to customer
  • Providing pre-sales service and after-sales service to customer, such as: lead time check, delivery check, invoice issues, work flow inquiry and so on
  • Familiar with all ERP system we used. Enter order message correctly into SAP
  • Handling complains with good communication skill. Coordinate internal resource to work out final solution and satisfy customer
  • Well understand customer needs and provide professional and gracious service to customer
  • Identify buy signal during the communication. Record sales leads, new valuable contact information. Provide replacement, accessory products to customer and enhance upselling and crossing selling
  • Other jobs arranged by team manager
68

Services Internal Sales Specialist for South Africa & Africa Region Resume Examples & Samples

  • Consult with prospects and clients over the telephone in order to gain a thorough understanding of their issues and objectives with regard to Service and Maintenance business and prepare services proposals with the Sales Teams
  • Attend internal meetings with Sales Teams, Business Partners and Clients to promote Services offerings and provide clear and accurate reports on Sales Team and Account Management progress
  • Working closely with the Lenovo Sales and Channel teams agree business plans within identified top accounts, BPs and Customers that set clear goals and objectives to maximize sales and grow Services sales pipelines
69

Internal Sales Manager Resume Examples & Samples

  • The ability to meet commitments made to yourself and others, and acknowledges and accepts your choices, actions and results
  • The ability to write and speak effectively, actively listen to others, ask questions to verify understanding, and use tact and consideration when delivering feedback
  • Demonstrate responsiveness, adaptability and flexibility with changing environments, responsibilities, tasks, and people
  • Methodically identify and resolve problems by gathering and analyzing information
  • Understand and comprehend information, as well as find application and value from new knowledge
  • The knowledge and ability to use computers and technology efficiently and effectively
  • The ability to demonstrate a series of activities designed to enhance the level of customer satisfaction
  • Encourage and embrace dialogue from team members. Share key information with others involved in a project, work to accomplish objectives, respond with enthusiasm to directives, and show support for departmental and organizational decisions
  • Follow detailed procedures to ensure accuracy in the entry and reporting of data
  • Demonstrate upmost level of integrity in all instances, and shows respect toward others and for company principles
  • Sets high standard of excellence to ensure quality assurance in every aspect of work performed
  • Take personal responsibility and ownership to adhere to all company policies and procedures, and complete work timely and in accordance with performance expectations
70

Internal Sales Person Resume Examples & Samples

  • Get rate quote online/email with trucking companies
  • Communicate with trucking company by phone/email to arrange pickup
  • Communicate with customers to arrange the delivery (NY & NJ customers only, local areas)
  • Ship by UPS
  • Key Accounts -- online routing, email ASN notice, communicate by emails with traffic department
  • Communicate with warehouse
  • Learn to do delivery notes/invoices
  • Answering inbound phone calls from clients and customers
  • Maintaining relationships with clients and customers
  • Inputting and monitoring online orders
  • Speaking with clients in regards to logistical concerns (i.e. Shipping Rates, Est. Arrivals)
  • Ability to cross train in all departments
  • The candidate is expected to make calls 95% of the day. Many of the calls will be generated from leads
  • Microsoft Office (Word, Excel)
71

Internal Sales Director Resume Examples & Samples

  • Influence Empower’s involvement, advancement and close rates
  • Articulate Empower’s capabilities and differentiate Empower from the competition
  • Problem-solve for market trends and hurdles in opportunities and increase the number of deals Empower is able to bid on
  • Bachelor's degree in business or a related field
  • Proven project management skills. Experience managing multiple, complex projects simultaneously under tight deadlines
  • 3-5 years business experience
  • Knowledge of the retirement plan services industry
  • FINRA Series 6 & 63 and applicable state insurance licenses required within established timelines
  • Front office experience working with intermediaries
  • Telephone sales or service experience in the financial services industry
72

Internal Sales Resume Examples & Samples

  • Proactive management of workload to ensure maximum conversion of quotations
  • Enter sales orders onto the company ERP system (rev7)
  • Carry out administrative tasks as requested by Insite Manager in line with the company business procedures in order to maintain ISO accreditation
  • A minimum of 3 years Industrial/MRO experience, gained working within a customer service, sales, or purchasing role
  • Logical thinker & ability to review issues from differing viewpoints
73

Internal Sales Engineer Resume Examples & Samples

  • Ensure all deliverables are in accordance with client requirements
  • Ensure timely and thorough review of client specifications and communication of findings
  • Chair internal enquiry review meetings
  • Be fully aware of personal workload in order to plan, organize and prioritize workload to ensure all deadlines are achieved
  • Ensure that internal checking and approvals procedures are adhered to
  • Ensuring document numbering and revision control procedure is conformed to
  • Preparation and checking of Technical Requisition document for any subcontracted or sub-vended engineering scope
  • Reviewing and recommending Subcontract/Sub-vendor quotes
  • Review and respond to client comments to proposal documents
  • Attend and participate in client meetings ensuring customer care is at the foremost position
  • Contribute to the development of systems and improvement in working practices and processes
  • Contribute to induction training
  • Ensure a high standard of professionalism is maintained and that customer care is at the forefront
  • Maintain a high standard of housekeeping in the work area and department
  • Ensure personal compliance with all HSE legislation and HSE Company policy
  • Be fully familiar and conversant with department and company policies, procedures and processes, ensuring all work and actions undertaken are in full compliance at all times
  • Support other departments and carry out other duties as and when business requirements dictate as may be reasonably expected by line manager
  • Undertake occasional travel as dictated by company business needs
74

Internal Sales Specialist Resume Examples & Samples

  • 3+ years of either direct or inside sales experience working a defined sales process with demonstrated success of meeting sales targets OR experience in a clinical/ veterinary setting
  • Experience of working in a fast paced target driven environment
  • Experience of working in a medical/scientific organization, veterinary background or experience in a clinical setting would be an advantage
  • Experience of working in a customer/client facing role
75

VP, Annuities Internal Sales Resume Examples & Samples

  • Lead all Internal Sales Desk strategies, initiatives and projects
  • Lead the coaching, development and training of internal sales associates and leadership team which includes 2-3 direct reports and 125-150 indirect reports
  • Propose and/or implement strategies in collaboration with the National Sales Managers and other Executive leaders
  • Review and ensure the consistency and timely execution of sales and marketing messages
  • Partner with Prudential Annuities Center for Professional Excellence on the development, design and planning of programs, in order to meet the training needs of the Internal Sales organization
  • Present channel activity metrics to executive management
  • Lead implementation of best practice sales techniques, including CRM, to enhances sales effectiveness
  • Monitor and enhance the quality and efficiency of sales support and review sales and activity related reporting
  • Minimum of 10 years experience in sales and management with a track record of roles of increasing responsibilities
  • Demonstrated leadership characteristics including building effective teamwork and team cohesion, building relationships, and influencing performance
  • Knowledge of the Financial Services industry and products a plus
  • Demonstrated knowledge of successful sales and management skills
  • Excellent coaching, development and training skills
  • Proven and confident presentation skills and presence
  • In-depth business acumen
  • FINRA Series 6 or 7, 63, and 26 may be required within a specific time frame
  • Bachelor’s Degree required; Advanced education (MBA, CFP, etc) a plus
76

Associate Internal Sales Director Resume Examples & Samples

  • Provides exceptional data analysis and project supportwithout close supervision
  • Processes paperwork & supports department in following up onplan information to ensure plan seamlessly transitions from sales toimplementation
  • Willingness to use superior consultative selling skills on 1-800* line to provide an exceptional experience
  • Training to improve understanding of consultative selling, product & industry knowledge
77

Associate Internal Sales Director Resume Examples & Samples

  • Provides exceptional data analysis and project support without close supervision
  • Processes paperwork and supports department in following up on plan information to ensure plan seamlessly transitions from sales to implementation
  • Training to improve understanding of consultative selling, product and industry knowledge
  • Strong financial experience and background preferred
  • Results based competitor
  • Methodical and strategic planning
  • Organizational and disciplined execution
  • Business Degree preferred or relevant years of experience
  • 1 year of related work experience in a sales/customer service environment, preferably in financial service industry
  • FINRA Series 6, and 63 licenses and other industry specific registrations/licenses required within 90 days of start date
78

National Internal Sales Manager Resume Examples & Samples

  • Experience leading an internal sales team
  • Motivating a team towards KPI’s
  • Team player with previous coaching roles
  • Strategic thinking and execution of projects
  • An operation skills set
79

Internal Sales Manager Resume Examples & Samples

  • At all times comply with SGS Code of Integrity and Professional Conduct
  • Build and maintain strong working relationships
  • Communicate, as required, with clients, laboratory and internal staff
  • Be knowledgeable and compliant with SGS procedures and standards
  • Develop trust by providing timely responses to all inquiries, whether by phone or email
  • Document, execute and record quotation requests and maintain record of win/loss %
  • Accurately and thoroughly review of all quotations for LIMS test codes, detection limits, certification requirements, pricing, contract terms and subcontract requirements
  • Review and coordinate the development and implementation of client Quality Assurance Project Plans (QAPPs)
  • Serve as a resource to provide the most current technical information and guidance on test methods, laboratory requirements and regulations
  • Generate quotes that are accurate, and branded according to SGS standards
  • Upon winning quote, communicate project specifics to Project Management, Login, Accounting
  • Record all actions in Sales Now and SharePoint to host specific client data
  • Develop skills and knowledge to progress in your career
  • Contribute, or otherwise assist, as required
  • Promote a positive, “Can do!” attitude and a safe working environment
  • Take initiative in all we do and perform other duties as required to further SGS mission of service, quality and growth
80

Internal Sales Leader Resume Examples & Samples

  • Order desk
  • Filter and transfer calls to technical help desk
  • Resolution of any other phone customers requisition
  • First line quotations
  • Sales programs and campaigns definition and development
  • Support remote NPI and on-line training
  • Minimum 5 years Sales experience and strong track record of success
  • Strong coaching skills, able to create and develop a team culture and environment that is KPI and goal-driven
  • Strong believer and role model in “customer delight” – and drives teams accordingly
  • Good process thinker with business process improvement skills, a good problem solver who is well organized and a lateral thinker
  • Personality: energetic, dynamic, accountable, results-driven, multi-tasker, high degree of creativity, open-minded, willing to listen but also to challenge and be supportive when needed, willing to change. Detail oriented
  • Strong verbal, written, organization, analytical, time management and multi-tasking skills are required. Knowledge of ADI and Honeywell processes, ability to communicate company policies and procedures, PC literacy
81

Internal Sales Coordinator Resume Examples & Samples

  • Demonstrable experience in working within a customer service environment
  • Educated to GCSE level or equivalent
  • Fully conversant with Microsoft applications (Word, Access, Excel, PowerPoint, Internet Explorer and Outlook)
  • Including the use of internal business systems i.e. MRP, CRM, ERP
  • Proven excellent written and communication skills
  • Excellent written and verbal communication skills including telephone
  • Experience of customer service environment
  • Accuracy of processing data
  • European language skills desirable
  • Computer competency with a range of business systems
  • Use and management of business systems
  • Developing and continually improving business processes and interdepartmental
  • Functioning
  • Support other BU integration into the Marlow business systems
82

Dcio Internal Sales Specialist Resume Examples & Samples

  • Partner with your external wholesaler to position and sell key products and promote value added services to our DCIO relationships and prospects. This involves extensive proactive outbound telephone calls and documentation of activities in our client management database
  • Utilize fund analysis and other research tools to strategically leverage our product offerings. Continually build and maintain knowledge of American Century investment management, products, industry events, value added tools, and recent developments impacting clients
  • Collaborate with your external partner(s) and internal resources to develop and implement territory business plans to maximize sales
  • Participate in regional and national conferences as needed. In-person contact with key clients as agreed upon with manager and external partner(s) is also required
  • Bachelor's degree in a related field or an equivalent combination of education and work experience
  • Minimum three years financial industry experience
  • Demonstrated knowledge of the financial intermediary marketplace
  • Series 6 & 63 licenses - if not currently held then required within 30 days of employment date
  • Demonstrated interpersonal, investment analysis, written and verbal communication skills
83

AVP, Internal Sales Consultant Resume Examples & Samples

  • Ensure the Internal consulting team maintains focus on key advisor segments and activities that ultimately drive sales
  • Identify & leverage sponsor content for internal or external sales training
  • Represent LPL Financial and our team at conferences, industry events, advisor training and education forums, etc
  • Work closely with platform/product management to identify opportunities to create and deliver on updates to the platforms, new sales ideas or new capabilities
  • Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications, establishing personal networks; participating in professional societies
  • Ongoing collaboration with fellow sales leaders and other business units
  • A Bachelor's degree with a minimum of 5-7 years experience in the financial services industry, experience with managing an Internal Sales team or Call Center with proven experience in execution of proactive strategy
  • Series 7 and 66 license
  • Other industry designations such as AIF, CFP, etc. a strong plus
  • Strong presentation skills, experience and comfort working with financial advisors and escalated issues
  • Strong relationship and people management skills
  • Strong communication skills, time and priority management
  • Strong skills in PowerPoint, Word and Excel
84

Associate Internal Sales Director Resume Examples & Samples

  • Identifies potential opportunities and leads
  • Conducts outbound calls to follow up on proposals, provide new product information and insight, identify opportunities and leads
  • Supports strategic marketing initiatives on a corporate and departmental level
  • Conduct periodic visits to assigned GWRS Regional Sales Director territories to enhance existing relationships with Top Brokers, build new relationships with Brokers, conduct product rollouts and Lunch and Learns to communicate GWRS story
  • 1-2 years qualified plan, mutual fund or insurance background
  • Demonstrated sales and presentation skills
  • Superior verbal and written communication skills
  • Proficiency with personal computers, contact management software, and office software packages
  • Must be able to sit for extended periods
  • Periodic travel weekdays and weekends
  • Can work in a moderately loud environment
85

Associate Internal Sales Director Resume Examples & Samples

  • 40% Provides exceptional data analysis and project support without close supervision
  • 40% Processes paperwork & supports department in following up on policy information to ensure seamless transition from sales to implementation. Will take inbound calls assisting advisors/brokers with sales process
  • 10% Willingness to use superior consultative selling skills on 1-800* line to provide an exceptional experience
  • 10% Training to improve understanding of consultative selling, product & industry knowledge
  • Strong Financial Experience & Background, Illustrate understanding of financial industry & ability to learn key facts about Great-West products
  • Results Based Competitor: The drive and resilience to be capitalistic with all constituent [advisors, plan sponsors]interactions to generate new leads, gain referrals & close the business
  • Consultative Sales Skills: Active listening with intuition to rephrase to ensure message was heard correctly in order to provide secondary, open-ended questions; and deliver a clear, convincing professional presentation
  • Methodical & Strategic Planning: Ability to provide structure in schedule to prioritize relationships to gain the most value from each interaction
  • Resourcefulness: Inquisitive and investigative nature to understand in’s and out’s of subject to gain credibility quickly with new constituents
  • Will help with territory coverage Internal Wholesaler while they are out of the office or working on assigned projects
  • Will assist Internal Wholesaler with assigned projects, campaigns, mailings, Salesforce reports
  • Organizational & Disciplined Execution: Structured approach to applying planning to daily activities to ensure consistent, cohesive follow-through of issue resolution; allowing for a proactive approach to relationship-building and lead generation
86

Internal Sales Resume Examples & Samples

  • Timely and effective handling of customer enquiries and orders - providing pricing and availability of goods, technical information, delivery of ETA information, and preparing quotations
  • Update and maintain the Customer Relationship Management System
  • Sell to existing customers and potential customers via incoming calls, as well as structured outgoing calls
  • Work with all sales and service personnel to convert enquiries into orders
  • University degree or equivalent industry qualification in environmental science
  • Preferably previous experience in a sales technical support role
  • Proven experience in sales and account management
  • Knowledge of the process industry would be beneficial
  • High level of interpersonal and communications skills
  • Exceptional organisational Skills
  • Technical ability to assist customer with enquiry
  • Familiarity and competence in computer use specifically Microsoft Office applications
  • Strong technical background, with developed knowledge of products and markets in the Environmental Industry
  • Ability to build and foster strong customer relationships
  • Ability to work as part of a team to overcome obstacles and ensure customer satisfaction
  • High energy, enthusiasm and positive attitude
87

Internal Sales Resume Examples & Samples

  • Passion for sales related administrational work and reporting
  • Mid-longterm experience and track record in Sales BackOffice
  • Solid experience with actual MS Office (Excel, Power Point, Outlook)
  • Broad understanding of sales processes
  • Written and verbal communication skills in German & English
  • Analytical skills, structured and creative work attitude
  • Process / workflow driven
  • Open communication skills / good personality and positive attitude
  • High flexibility, reliability and open mindset
  • Must demonstrate a great “Can Do & feel accountable” mentality
  • Do you love Music and Entertainment?
  • Experience in the German CE/IT market will be an advantage
88

Internal Sales Resume Examples & Samples

  • Achieving agreed Total Contract Margin (TCM) sales targets from predominantly existing UK account base
  • Developing a personal business plan across particular territories or prospect lists. To be signed off by the Account Sales Director
  • Taking a leadership role in co-ordinating all sales activities including
  • Appointment management
  • Bid management and tender responses
  • Bid governance
  • Pre and post sales resources e.g. solution specialists, commercial, finance and contract resources
  • Internal and external presentations
  • Competitive dialogue when necessary
  • Handover into delivery
  • Maintaining the CNS - Network CRM platform (Sales Force Dot Com) with current and accurate information on all accounts and opportunities
  • Developing and maintaining an up to date knowledge on all the CNS products and services and an awareness of the wider Capita portfolio
  • Developing and maintaining a good working knowledge of the Capita group of
  • Comfortable in engaging confidently at senior executive level (CEO, CTO, CIO, CFO)
  • Outstanding listening skills and an ability to demonstrate empathy
  • Experience of the ICT market especially IP networking (data and voice)
  • Outstanding presentation skills
  • Outstanding business writing skills
  • Excellent Microsoft Office skills (Word, Excel, Power Point)
  • Highly motivated and tenacious self-starter
  • Ability to work independently and on own initiative as well as in project teams
  • A fast learner who can understand business issues and identify and articulate solutions
89

Internal Sales Engineer Resume Examples & Samples

  • Generation of quotation from sales enquiries via the company CRM system ensuring all information/ activities are logged
  • Provide technical support to both internal & external customers
  • Provide support to the external sales engineers
  • Liaise with all internal departments to ensure that actions/projects raised are communicated correctly and dealt with in a timely manner
  • Responsible for achieving personal and business targets
  • Professional, enthusiastic and hardworking, you will be able to demonstrate how you have been able to develop strong relationships with both internal and external customers based on a commitment to offer the best service at all times. An excellent package, commensurate with experience, is available for the right candidates
90

Internal Sales Desk Representative Resume Examples & Samples

  • Execute sales & marketing strategies towards the achievement of BA profitability and sales objectives
  • Execute the captive approach and sales & marketing process according to defined standards
  • Maximize growth and new business development with a strong focus on interest spread, fee income and After Tax Return on Equity (ATROE) while increasing the quality of the VFS Europe portfolio
  • Manage local key accounts and foster understanding between dealers and business areas to achieve goals and develop business relationships
  • Responsible for overseeing all quotation activity in the defined areas of responsibility
  • Responsible for contract documentation production and dispatch
  • Proactive selling fee income services at the POS including all insurance products
  • University degree typically not required but knowledge of Asset Finance and Marketing is needed
  • Experience in selling financial products and managing the process through a dealer network in financing equipment
  • Knowledge of commercial vehicle and business solution market
  • Sales training experience
  • Has a thorough understanding of the business of our customers (Dealer and Business Area) and is
  • High level of PC skills (Microsoft Excel, Power Point)
  • Advanced level of English (oral/written)
91

Internal Sales Resume Examples & Samples

  • Ensure that all customer enquiries are served in a timely and professional manner
  • Answer all inbound telephone calls made directly to the stores/office and deal with customer ad hoc/non-stocked enquiries
  • Expedite orders for both stocked and non-stocked items
  • Keep customer fully up to date with expected delivery dates of items on order
  • Handle customer escalations courteously and where required follow the correct escalation path to ensure a swift resolution
  • To have an understanding of customer service, be passionate and take ownership and care of all stock and orders within the required speed to ensure that the items are despatched within the right time frame
  • Deputise and provide cover for absent colleagues as required, and regularly refresh yourself on processes to ensure this can be achieved effectively
  • Work with team colleagues to ensure the workplace environment is maintained to a high standard of cleanliness and tidiness, and complies with company and legislative standards at all times
  • Be aware of the HR policies and procedures and carry out any necessary paperwork efficiently and within designated timescales
  • Ensure compliance to all Health and Safety legislation/guidelines for self and staff at all times
  • Escalate issues to management within an appropriate time frame
  • Adhoc customer service duties as required
92

Intern Internal Sales Associate Resume Examples & Samples

  • Administer, conduct, and coordinate support for Retirement Plans technical offerings, applications and related services offered by or through RP Sales Team (External and Internal Wholesalers) to accelerate sales results
  • Primary support focus on sales paperwork creation/stacking, client information prefill, paperwork submission while working through NIGO issues with internal contacts
  • Provide secondary support in other sales activities including (but not limited to) proposal generation, sales tools (Judy Diamond, Axis Reports & FI360s) and other sales activities. This role will only have direct contact with our Internal Team and NO interaction with outside parties (no license required)
  • Provide sales reports for our team to create proactive sales strategies
  • Collaborate with sales management and sales admin to generate sales reports for senior leadership
  • Participate on Sales bi-weekly calls and Internal Weekly Meetings
  • Assist with Existing Plan Retention by supporting RMs with above tools
93

Director, Internal Sales Resume Examples & Samples

  • Assists in the management of others and provides training in developing relationships with financial advisors
  • Assists in identifying all opportunities to sell and promote retail investment products within a sales territory and communicate those opportunities to National Sales Management
  • Develops and executes business development strategies
  • Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information
  • Conducts office visits with prospective and new financial advisors
  • Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; interviewing and selecting staff
  • Coaches and mentors associates, identifies training needs and approves development plans
  • Interprets, applies, documents and recommends changes to organizational policies and procedures
  • Establishes objectives and develops processes and procedures to ensure efficient and timely work flow
  • Solicits feedback on team performance, addresses areas of opportunity with staff, and follows up with clients as needed; identifies trends and implements corrective action as necessary
  • Concepts, practices and procedures of business development in a financial services environment
  • Sourcing and developing sales prospects
  • Developing business development strategies
  • Gathering and compiling information and data
  • Preparing and delivering written and oral presentations
  • Train, coach, mentor and lead the work of others
  • Research, interpret, analyze and apply information about investment advisor organizations
  • Manage multiple tasks with changing priorities to meet deadlines and sales goals in a fast paced environment
  • Lead others in providing a high level of customer service
  • Establish and maintain effective working relationships at all organizational levels
  • Maintain currency in investment advisor and financial planner services and products
  • Bachelor’s Degree (B.A.) in Finance or related field and a minimum seven (7) years of experience in the financial services industry with a minimum of five (5) years demonstrated financial services sales or business development experience
94

Internal Sales Executive Resume Examples & Samples

  • Provide pro-active care through developing relationships with key accounts and ensure regular customer contact. This will involve customer visits as necessary
  • The preparation and follow up of sales quotations to customers, prospects and leads. Liaison with external sales force for conversion
  • Liaise closely with demand planning team to develop new products and range expansion ideas and support demand profiling
  • Undertake proactive telephone sales initiatives to grow sales; i.e. via telemarketing, cold calling, working on lapsed accounts and the generation and follow up of new prospects and leads
  • Operate effectively within current policies and procedures relating to pricing, order entry, lead times and telephone call monitoring programme
  • Maintain accurate customer records and sales development activities. Also, to participate in regular housekeeping as required
  • Participate enthusiastically in specific projects and team activities as required
  • Attend training and to develop relevant knowledge, techniques and skills
  • Provide additional support for the inbound sales & service team when required
  • Full understanding of the Essentra Security product range
  • Good use of questioning and listening techniques to understand the customers application requirements, ensuring cross selling and up selling takes place
  • Proven successful experience in Internal Telesales
  • Target-oriented
  • Strategically-minded
  • Capable of working under pressure and prioritising workload
  • Ideally has experience of working within Manufacturing environment
  • Candidates must be able to demonstrate a pre-existing right to work within the UK. Documentary evidence will be requested at interview
95

Analyst Internal Sales Resume Examples & Samples

  • 1) Partners with assigned ISD and RSD teams to begin, and see through to completion, the New Client Application (NCA) process. Involves direct communication with advisor/plan sponsor to review and collect required documents, ensuring completeness for providing to Implementation in in good working order
  • 2) Facilitate communication between Implementation, RSD, and advisor/plan sponsor to address any questions/changes to ensure new plans are moving through the implementation process efficiently
  • 3) Report to ISD and RSD the stage of each plan in implementation
  • 4) Partners with assigned ISD and RSD teams to create and or complete fund mappings and portfolio analysis for both sold and prospective customers of Empower
  • 5) Report to ISD and RSD teams the stage of each plan in the mapping phase of quoting
  • 6) Support the assigned RSD and ISD team for CIRRUS input, including reporting
  • 7) Working in a collaborative environment, support other team members when needed
  • 8) Partner with assigned teams of ISD and RSD’s on completion of Request For Proposals received. Includes working with intermediaries and internal RFP team
  • 7-Other duties as assigned