Internal Sales Resume Samples

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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.

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J Greenholt

Johnson

Greenholt

326 Roberts Hills

Dallas

+1 (555) 201 4200

326 Roberts Hills

Dallas

Phone

p +1 (555) 201 4200

Experience Experience

Phoenix, AZ

Internal Sales

Phoenix, AZ

White-Doyle

Phoenix, AZ

Internal Sales

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

San Francisco, CA

Internal Sales Executive

San Francisco, CA

Cruickshank, Ziemann and Reynolds

San Francisco, CA

Internal Sales Executive

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

present

Dallas, TX

Internal Sales Director

Dallas, TX

Kovacek, Kuhlman and Gutkowski

present

Dallas, TX

Internal Sales Director

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

Education Education

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

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15 Internal Sales resume templates

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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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)

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

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

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

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

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

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

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

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

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

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)

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

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

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

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

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

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

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

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

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

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

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

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

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%)

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

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)

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

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,

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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)

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

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

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

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

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

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

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

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

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

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

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

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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)

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

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

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

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

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

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