Collect details of potential clients and keep the database updated.
Creating and maintaining a list/database of prospect clients; maintaining a
database (CRM, Excel, etc.) of prospective client information
Cold calling; making multiple outbound calls to potential clients; closing sales
and working with the client through the closing process.
Meeting all quotas for cold, active, inactive calls and appointments
Maintaining a pipeline of all sales administration using CRM software
Building business relationships with current and potential clients
Understanding client needs and offering solutions and support. Answering
potential client questions and follow-up call questions.
Creating informative presentations to present and deliver information to
potential clients via video conferences
Collaborating with senior associates and leadership to secure, retain, and grow
accounts
Identifying, qualifying, and securing business opportunities; coordinating
business generation activities; developing customized targeted sales strategies