Outbound Financial Sales Representative Part-time | 20203

Please whitelist the domains "lever. co" and "hire. lever. co" with your email provider to make sure you get our emails. Disclaimer: This is a generic job description for the position stated below. Actual tasks and tools will be discussed further when you reach the final interview stage.

Please ensure you apply for the right job based on your location and experience. We prioritize people who can do this successfully! Outbound Financial Sales Representative Wing is on the exciting mission of redefining the future of work for companies worldwide!

We are looking to be the one-stop shop for companies that are looking to build world-class teams & place their operations on autopilot. And we’re looking for an Outbound Financial Sales Representative to start immediately!

Duties and Responsibilities include but are not limited to: Build and manage prospect lists focusing on construction, manufacturing, logistics, and other equipment-heavy businesses. Execute multi-channel outreach (cold calls, email sequences, LinkedIn touches) to nurture leads and develop relationships.

Pre-qualify prospects by handling objections, educating them on financing products, and scheduling highly qualified meetings. Maintain the CRM with detailed notes, follow-up schedules, and pipeline status. Track warm signals (like expansion plans or new contracts) and follow up strategically over weeks or months.

Manage the sales cycle up to 60-80% of the funnel before passing the prospect to a closer for final negotiations. Required Tools CRM system: Expert level required for pipeline management and tracking. LinkedIn: Advanced level for prospecting and relationship building.

Email outreach platforms Sales intelligence/data enrichment tools Multi-channel sales engagement platforms Qualifications: Expert/Native English Consultative sales experience Expert CRM & pipeline management Advanced LinkedIn & multi-channel outreach: Must be highly skilled at email and LinkedIn prospecting, not just phone dialing.

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