What are the responsibilities and job description for the Digital Sales Administrator position at Axelon?
Hybrid - Phoenix, AZ
As a Digital Sales Administrator, you'll play a pivotal role by engaging with prospective clients through multichannel digital communications that generate enthusiasm to meet with our industry-leading financial planners. As part of a team of Inside Sales Associates handling leads generated by our marketing department and partners, you'll provide a best-in-class experience that builds value in EFE's Wealth Management services.
In addition to an earnest desire to help people, the ideal candidate for this role has excellent writing and communication skills with a proven ability to leverage digital engagement to drive lead conversion. We are seeking someone who compliments the team's existing talents and can use their strong organizational skills to consistently deliver timely & professional communications to prospective clients with the goal of helping them connect with our Financial Planners. If you are goal-oriented, persuasive, confident, and able to build strong prospective client relationships, this may be an opportunity for you!
Responsibilities :
- Engage prospects through digital communication channels including Email, SMS, & Webchat to identify the prospect's needs and recommend the appropriate EFE services while accurately recording crucial prospect information for planners.
- Utilize excellent verbal & written communication skills to address prospect inquiries, troubleshoot issues, provide solutions, & collaborate with other departments to meet the prospect's needs.
- Apply knowledge of EFE's Financial Planning capabilities to promote products & services (retirement planning, investments, estate planning, and tax planning) to convey how EFE financial planners could address the prospect's needs
- Support marketing strategies to attract, convert, and retain new clients; provide insights / feedback to internal business partners on prospects' wants, needs, & areas of concern
- Consistently deliver timely responses to prospect communications leveraging exemplary writing skills and strong organizational skills to manage digital engagement channels.
- Track & analyze digital communication performance & trends to inform business decisions on digital outreach strategies and optimize conversion opportunities. Provide recommendations for digital engagement process improvements.
