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Work with the Business Development Manager:
Assists BDM to develop new and maintain existing
customer relationships
Making daily outbound calls
Extensive data entry into CRM system
Identify and develop new opportunities by
researching, cold-calling and offering our
financial services
REQUIRED KEY SKILLS AND EXPERIENCE
Exceptional organizational skills
Professional and inspiring telephone demeanor
Excellent written and verbal communication skills
Proficiency with Microsoft office applications
(Word, Excel, PowerPoint, Outlook)
Demonstrate expert knowledge with Internet
Explorer (For research purposes)
Self motivated, work independently
Strong work ethic
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Decision making
- Finding information
- Computer use
- Continuous learning
Type of Customers
- Industrial establishments
- Commercial establishments
Type of Sales Account
- Regional accounts
Transportation/Travel Information
- Own transportation
- Willing to travel
- Valid driver's licence
- Travel expenses not paid by employer
Credentials (certificates, licences, memberships, courses, etc.)
- Not required
Type of Sales/Marketing
- General sales
Specific Skills
- Promote sales to existing clients
- Identify and solicit potential clients
- Consult with clients after sale or signed contracts
Work Location Information
- Work from home
Work Conditions and Physical Capabilities
- Attention to detail
- Sitting
- Combination of sitting, standing, walking
Security and Safety
- Criminal record check (abstract)
Own Tools/Equipment
- Computer
- Printer
- Internet access
- Cellular phone
Business Equipment and Computer Applications
- Word processing software
- General office equipment
- Electronic mail
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