Remote Sales Specialist

The Forehand Agency
Tampa, FL

Summary

The Sales Specialist is essential in nurturing leads and overseeing the sales pipeline for designated territories through proactive outbound telephone calls. This role focuses on establishing strong relationships with potential clients and effectively qualifying leads throughout the sales process. A successful candidate will be highly motivated, goal-driven, curious, and adaptable, thriving in a dynamic and fast-paced environment while consistently meeting daily activity targets.

Responsibilities

  • Develop a comprehensive understanding of products, value propositions, and market positioning to effectively convey benefits to prospects.
  • Create and implement a targeted outbound sales strategy tailored to specific financial institution profiles and roles.
  • Promptly follow up on and qualify inbound leads generated by the marketing team.
  • Engage with leads on a daily basis to evaluate their goals, current status in the purchasing process, and budgetary considerations.
  • Meet and exceed established sales targets and lead conversion rate objectives as determined by management.

Requirements

  • Familiarity with marketing and CRM platforms is preferred.
  • Demonstrated ability to maintain focus on tasks, prioritize effectively, and meet deadlines.
  • Understanding of outbound communication best practices and a proactive approach to industry developments.
  • Strong analytical skills for monitoring data capture and utilizing reporting tools to track performance metrics.
  • Ability to clearly communicate the value proposition, both in writing and verbally.
  • Capable of simplifying and explaining complex concepts and ideas clearly and concisely, using excellent presentation and communication skills (in-person and over the phone).
  • Able to work independently as well as collaboratively within a team environment.
Posted 2025-07-30

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