Internal Sales Job Description
Internal Sales Duties & Responsibilities
To write an effective internal sales job description, begin by listing detailed duties, responsibilities and expectations. We have included internal sales job description templates that you can modify and use.
Sample responsibilities for this position include:
Internal Sales Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Internal Sales
List any licenses or certifications required by the position: CFP, CIM, ASE, CFA, LIMS, ATEX, MBA
Education for Internal Sales
Typically a job would require a certain level of education.
Employers hiring for the internal sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Finance, Marketing, Engineering, Education, MBA, Management, Supervision, Graduate, Technical
Skills for Internal Sales
Desired skills for internal sales include:
Desired experience for internal sales includes:
Internal Sales Examples
Internal Sales Job Description
- Answering advisor inquiries via inbound sales calls
- Developing and maintaining advisor profile and data within our CRM
- Acting as the main support person for business development with respect to interaction with either independent financial advisors or financial advisors at wirehouses
- Scheduling meetings with financial advisors and RIAs and following up on action points post meetings to ensure sales opportunities are maximized
- Fielding inquiries and providing relevant information and materials in a timely fashion
- Proactively reaching out to potential new clients and transmission of business leads to external sales team with a view to increasing sales
- Conducting market research and understanding standard practices for servicing financial advisors and RIAs
- Preparing timely and accurate detailed progress reports and analysis for management information
- Safeguarding and maintaining customers and company data protection at all times
- Develop and implement best practices, standards and procedures monitor adherence including compliance with local, state and federal requirements
- Exceptional Sales, Client Service and Presentations skills
- BA/BS/MBA in Finance, Business or related field strong preferred
- Sales experience (internal) strongly preferred
- Understanding of financial/investment industry required
- NASD Series 7 and 66 preferred, or ability to obtain
- Develop strong working relationship with various departments including Contracts and Legal, Compliance, Operations, Marketing, Product Strategy and Development, Investment Centers, plus other sales teams including PowerShares, UIT team
Internal Sales Job Description
- Liasing with the cutomer and production to ensure smooth delivery on orders
- Prepare quotes
- Prepare reports for sales meetings
- Organise delivery of product to customer
- Provide guidance, training and motivation to the team
- Analyze inbound and outbound call statistics, client feedback and management reports
- Work closely with sales leadership to implement daily and weekly training, coaching, and monitoring of internal wholesalers
- Analyzes client needs, market trends, and opportunities for change
- Generate growth and business opportunities
- Assist customers with quotes and close sales in a quick and efficient manner
- Series 7, 65 or 66 and 24 registrations, or 120 days of hire
- Strong interpersonal abilities and ability to get along with diverse personalities
- 2+ years of previous working experience
- Engieering qualification
- 2+ years of general sales and or related industry support experience preferred
- Series 7, 63, and Life licenses are required within 6 months of hire
Internal Sales Job Description
- Process paperwork to coordinate service orders, pick-ups and deliveries with dispatch as required
- Ensure that calls, activities and opportunities are logged daily on the Company’s CRM system
- Outbound calling/prospecting
- Closing Abilities
- Responsible for managing your own database and making outbound calls with the objective of selling / promoting SIMS software to a specific region within the UK, working closely with your Field Account Manager
- Work towards your Key Performance Indicators (KPI) as set out by your line manager and demonstrate an understanding of how you will achieve these in your 1-1 meetings and monthly reviews
- Manage your Territory to maximize revenue from the schools within your region
- To plan effectively and to achieve expected sales outcomes
- Work with internal business partners to create customized finals presentations
- Schedule the Regional Vice President with financial advisors
- Ownership - take responsibility for actions and accept the associated risks
- Up to one year sales/marketing experience
- SAP – S&D module access
- Purchase Order execution on suppliers
- Analyze office trends, advises on purchasing decisions, strategizes based on the goals of the office
- Operate in an extremely complex environment
Internal Sales Job Description
- Provide quotations and pricing information in line with company procedures and policies, liaise with Specials team on any non standard products
- Maintain a knowledge of all Company products and services, product and specials capability
- Provide Technical support regarding products
- Follow up with key customer complaints about relevant company products and aim for satisfactory solutions from both the company's and the customer's viewpoints
- Assist in the sale of REIT’s and direct real estate investments
- To support the uninterrupted flow of business and coordinate between all relevant disciplines and customers to be the single point of contact
- Present sales data at daily operations meetings, taking ownership as voice of customer for customer orders
- Provides Senior Regional Director with sales and administrative support, including scheduling of meetings, preparing sales kits and presentations, conference materials and updating of databases (CRM) and activity reports
- Provides inbound and outbound telephone support, including, qualifying advisors, answering product questions and sending follow-up product information
- Proactively uses database and sales reports to identify high potential prospects, qualify leads and schedule appointments for Senior Regional Directors
- Seven or more years direct sales experience and minimum two years management experience
- Ability to lead change across the organization and to be a change agent, integrate business units, and build high performing teams
- Ability to attract outside talent
- Self-motivated, driven and tenacious attitude
- Well organised and able to work in a fast paced sales environment
- Ability to establish and develop vendor relationships
Internal Sales Job Description
- Help develop execute wholesaling business plans and be responsible for helping hit our sales goals
- Manage a high volume of inbound calls create and execute effective outbound call campaigns
- Travels with external partner to participate in face to face meetings with advisors
- The role will be primarily working alongside External Sales Account Managers with customers in the UK and EMEA regions
- This is customer focused and involves coordinating and performing activities necessary to clarify and generate quotations, monitor progress and provide information for internal reporting
- Field general enquiries from customers and distributors over phone and email
- Coordinate customer responses in conjunction with external sales account managers
- Obtain related internal information, follow procedures and perform tasks necessary for technical configuration and generation of quotations
- Assist in the recording of customer sales contacts, entry of key opportunities and information into the SAP system, maintenance of sales key performance indicators
- Provide support on pricing queries to internal customer support team or sales employees
- Optimistic attitude
- Competitive & Driven
- Committed to targets and deadlines
- Bachelor’s degree required with minimum GPA of 3.0, preferably in a business related field and advanced business degree is valued
- 2 - 5 years of experience in sales support role or similar capacity required
- Undergraduate degree or equivalent combination of training and experience, including wholesaling experience, is strongly preferred