What are the responsibilities and job description for the Inside Sales Specialist position at Golden Reserve LLC?
Join Golden Reserve as a Financial Services Inside Sales Representative and become an integral part of our marketing and sales team. In this role, you'll be the first point of contact for qualified leads who are actively seeking retirement planning guidance. You'll conduct discovery calls and prepare clients for meaningful conversations with our Retirement Planners, all while working from our Dublin, Ohio office.
Key Highlights
100% Inbound Leads - No cold calling or prospecting required
Pre-Qualified Appointments - Work exclusively with engaged prospects
Consultative Approach - Guide prospects through the process of deciding if Golden Reserve is right for them
Professional office environment - Conduct appointments via video conference
Primary Responsibilities
Handle high-volume inbound leads generated through digital marketing efforts
Conduct effective discovery calls with potential clients
Articulate the value of our Roadmap for Retirement, our signature deliverable
Build rapport and answer preliminary questions about our retirement planning services
Coordinate with prospects to gather financial statements prior to their Retirement Planner meeting
Ensure appointment attendance through professional follow-up
Prepare leads for successful meetings with Retirement Planners
Required Qualifications
Proven sales experience with demonstrated success
Excellent communication and relationship-building skills
Ability to handle high-volume lead flow efficiently
Strong consultative selling approach
Professional phone presence and video conferencing abilities
Experience in virtual / remote sales environments
Preferred Qualifications
Background in financial services or retirement planning
Track record of achieving performance metrics
Experience with video conferencing platforms
About Golden Reserve
Before you apply, we encourage you to explore Golden Reserve's mission and unique approach to financial planning through the provided links :
Qualified candidates should submit their resume and cover letter detailing their sales experience and success in handling inbound leads. We're looking for motivated individuals who are ready to grow with our organization and help our clients achieve their retirement goals.
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