(888) 528-8367 (619) 528-8434

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Sales and Client Service

San Diego, CA

Post Date: 03/13/2018 Job ID: 15367 Industry: Financial Services

We are searching for a  Sales and Client Services Rep for a financial services client in the San Diego area.  If you are qualified and interested in applying for this position please contact Ronald Childs  at 619-528-8434 or by email  Ronald@sdistaffing.Com.   Below is additional information about this great opportunity.
  • Temp to Hire position
  • Hours are 8am-5pm
  • Monday-Friday (No Saturdays)
  • Hourly pay 23-30/hr (all depending on experience)
  • Located in Downtown San Diego

Sales and Client Service Duties & Responsibilities:
  • Strategic consultation – identify challenges, requirements and needs of new prospects;
  • Oversee the entire sales process from deal creation to closing, including management of the firms’ primary sales CRM system;
  • Create and deploy custom proposals to new prospects;
  • Develop, manage and present weekly sales reports for the executive team; and
  • Develop benchmarks and ROI for sales and marketing initiatives and collaborate with executives on new campaign ideas.

Experience & Qualifications & Education:
  • Minimum: 5 years of sales and customer service experience
  • Bachelor’ s Degree required; prior securities experience a plus
  • Working independently and in a team environment
  • Demonstrating strong communication (both oral and written) and problem-solving skills
  • Demonstrating extraordinary organization, time management, and multi-tasking
  • Knowledge of and sales experience with social media (LinkedIn, Twitter, Facebook)
  • Ability to type 65+ wpm and have strong knowledge and mastery of Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)
  • Prior experience using CRM systems, such as Salesforce, Hubspot, etc.

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3717 Camino Del Rio South, Suite 100
San Diego, CA 92108
Phone #: (619) 528-8434 -or- (888) 528-8367
Fax #: (619) 528-8498