Responsibilities:

• Research & Identify:
  • Conduct thorough research to identify and qualify potential clients within the financial services industry.
  • Utilize various tools and resources to gather relevant information on prospects.
• Outbound Outreach:
  • Execute strategic outbound campaigns via email and phone to generate interest in Optimal AdvisorAI's solutions.
  • Craft compelling and personalized messages to engage prospects and articulate the value proposition.
• Appointment Setting:
  • Schedule high-quality meetings for senior sales executives with qualified prospects.
  • Effectively manage calendars and ensure seamless coordination.
• CRM Management:
  • Accurately log all activities, track leads, and maintain data integrity within the CRM system.
  • Generate reports and provide insights on lead generation performance.
• Collaboration:
  • Work closely with the sales team to refine outreach strategies and messaging.
  • Provide feedback and contribute to continuous improvement of sales processes.

• Driven & Self-Motivated: Ability to take initiative and thrive in a fast-paced, dynamic environment.
• Strong Communicator: Excellent verbal and written communication skills, with the ability to effectively engage and build rapport with prospects.
• Organized & Detail-Oriented: Ability to manage multiple leads, prioritize tasks, and maintain meticulous attention to detail.
• Tech-Savvy: Proficiency in using CRM systems and willingness to adopt new AI tools to enhance efficiency.
• Hustle & Grit: A relentless approach to overcoming challenges and consistently finding innovative ways to connect with prospects.
• Experience in sales, or the financial industry is a plus.

Benefits:

• Competitive salary based on experience.