Inbound Sales Representative – Financial Services

Role: Sales – Incoming Leads Only Responsibilities Respond to qualified inbound leads and convert them into new financial services client engagements. Conduct consultative discovery calls to understand client needs. Position advisory and consulting solutions effectively. Partner with senior advisors to manage a structured sales pipeline. Maintain accurate CRM records to track client interactions and progress. Drive consistent revenue results through strategic sales activities. Qualifications & Skills 2–3 years of experience in B2B or financial services sales. Strong communication and interpersonal skills. Ability to work in a fast-paced, data-driven, and collaborative environment. Entrepreneurial mindset with a focus on client engagement and sales growth.