Related skills
crm market research outbound sales sales operations lead generation📋 Description
- Generate leads via high-volume outbound emails and calls.
- Manage leads across inbound, marketing-generated leads, and conferences/events.
- Schedule meetings for the BD team and qualify sales opportunities.
- Research new markets and identify potential clients.
- Drive lead creation through outbound outreach and CRM management.
- Support conferences/events and onboarding of new clients.
🎯 Requirements
- Bachelor’s degree
- 1+ years of related experience
- FINRA Series 7 licensed
- Financial services background or finance expertise
- Technology company background or tech-savvy
🎁 Benefits
- Competitive pay with bonuses and incentives
- Opportunity to grow in a fast-growing startup
- Backed by MassMutual and Fortune 500 support
- Collaborative, fast-paced team environment
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