Sales Development Representative

Company Overview:

Asset Preservation Wealth & Tax is a leading full-service Wealth Management Firm dedicated to offering comprehensive retirement planning with a holistic approach. We pride ourselves on our commitment to client satisfaction and personalized service.

Position Summary:

We are on the hunt for a Sales Development Representative who is not just looking for a job, but a career opportunity to grow with our dynamic team. The ideal candidate will be a beacon of positivity and enthusiasm, embodying a solution-oriented and proactive approach. This role is pivotal in connecting prospective clients with our financial advisors by managing incoming inquiries, making outbound communications, and organizing appointments. The position is perfect for someone who excels in communication, thrives in a fast-paced environment, and is adept at juggling multiple tasks. A critical thinker with executive-level thinking skills will find themselves at home in this role, as it demands quick, strategic decision-making and a competitive mindset to excel in our industry.

Key Responsibilities:

Fielding calls from potential clients and engaging them with charm and professionalism.

Making outbound calls, sending emails, and SMS to schedule appointments.

Efficiently managing and following up on appointments.

Assisting with the coordination and execution of company events.

Maintaining detailed records and managing schedules within our CRM system.

Qualifications:

· A minimum of 2-3 years of experience in a phone-based role

· Minimum of 1-2 years of sales experience, ideally in a highly competitive environment. This experience should showcase the candidate's ability to thrive under pressure and demonstrate a track record of achieving sales targets.

· Proven experience with CRM systems, illustrating the ability to efficiently manage customer relationships and effectively track interactions and sales progress.

· Exceptional proficiency in Microsoft Office, with strong capabilities in creating or updating documents and spreadsheets that facilitate effective communication and organization.

· Outstanding interpersonal, written, and verbal communication skills, enabling the candidate to connect with clients and colleagues alike, fostering positive relationships and ensuring clarity in all exchanges.

· Demonstrated ability in thought leadership and ideation, with a proven track record of contributing innovative ideas to improve sales techniques, client engagement strategies, and overall team performance.

· A detail-oriented, self-driven individual who is comfortable with technology and capable of managing several software systems simultaneously. This trait is crucial for navigating the multifaceted nature of the role and ensuring high levels of productivity and efficiency.

· A positive attitude, adaptable and able to thrive in a changing environment. The candidate must be able to pivot strategies and approaches in response to evolving market conditions or client needs, maintaining a forward-looking and optimistic outlook.

· Availability to work weekends and occasionally commute between our offices in Scottsdale, Tempe, Gilbert, with the primary office located in Surprise. This flexibility is key to meeting the demands of the role and supporting the team across various locations.

· Flexible availability during weeks with company events, requiring the ability to work in the evening to assist in coordinating in-person seminars throughout the Phoenix Valley. This flexibility is essential for ensuring the smooth execution of events that are critical to the business development efforts.

· This is an in-office position requiring a professional demeanor, underscoring the importance of presenting oneself in a manner that reflects the firm's standards and values, particularly in interactions with high net value clients and team members.

Compensation Package:

· A competitive base salary of $55,000-$60,000 - potential to earn higher.

· Comprehensive Healthcare PPO Medical coverage, 100% company-paid for the employee.

· Optional Dental and Vision coverage.

· Life Insurance, Short Term Disability, and additional options.

· Paid holidays and paid time off.