Internal Sales Consultant


Santa Fe, NM

Not Specified years

Posted 202 days ago

This job is no longer available.

Job Description

 We have partnered with a large Financial Services company in the Santa Fe, NM area to provide them with a Regional Service Manager

Job Description:

Primary Responsibilities:

Identify and contact leading advisors through outbound calling efforts, mail/email campaigns, and referrals

Work in tandem with the RC to develop and maintain working relationships with key Advisors and Firms

Make a minimum number of outbound sales calls per day and handle associated issues. Duties include advisor scheduling, call-backs, and lead generation

Respond to client inquiries, provide ongoing communication with clients and prospects, and manage clients/prospects throughout the sales cycle, resulting in closed business.

Cultivate new advisor relationships, and deepen existing relationships using TIM?s various mutual fund and separate account products

Serve as inside resource for industry and product information by developing strong knowledge of our products, the competition, the clients, and the marketplace

Maintain contact relationship management database (SalesForce) used by the TIM Sales Team to track meetings, advisor information, etc.

Coordinate weekly meeting schedule for the Regional Consultant

Process and maintain purchase orders for the region as well as other administrative duties


Highly motivated self-starter: Enthusiasm for the industry, a positive attitude, and a drive to succeed are essential to this role

Excellent verbal and written communication skills

Proven results and demonstrated sustainable success in a competitive sales environment

Excellent ability to build relationships within our team, across our organization, and with our clients

Strong organizational and time management skills

Ability to thrive in a deadline-oriented atmosphere, with exceptional analytical skills and attention to detail

Ability to learn and demonstrate industry and product knowledge and make client presentations

Prior experience in sales of financial products preferred

Prior internal sales desk experiencepreferred

Experience using Salesforcepreferred 

Bachelor?s Degree strongly preferred

SEC Series 7required

Limited travel

About Relevante, Inc. ? the Recruiting Firm Representing the Client for this Job

Relevante is an accounting & technology direct hire recruiting and contractstaffing firm. We help our Clients identify and recruit the best talent in the market and help our candidates win engaging and enriching jobs. Our Clients are some of the best companies to work for among F1000 and emerging fast growth companies in the region. Relevante has been consistently ranked as a fast growth company and one of the largest recruiting, accounting, and management consulting firms in the Philadelphia region. To stay connected with our network, please join one of our groups on LinkedIn