Opportunity
We seek an individual with the drive and ability to evangelize the SMArtX message to the wealth advisor community, asset management community, TAMP space, etc., to cultivate deals, help our customers with their most pressing challenges, and scale their businesses. Our sales development representatives must be tech-savvy, knowledgeable about managed accounts, TAMPs, and UMAs, and passionate about our product and the problems we solve.
Responsibilities Ensure successful follow-through of the sales cycle by maintaining accurate activity and lead qualification information in the CRM application. Assist the sales team in driving new business. Become an expert on the SMArtX platform and perform live demos. Follow up on inbound marketing leads and identify qualified opportunities that provide appropriate information at the right time for interested prospects. Manage CRM and marketing tech. Hold intelligent and engaging conversations over the phone and email Be responsible for educating (Qualifying) and developing prospects, leading to hand-off to sales teams Act as the subject matter expert on the SMArtX product offerings/solution development skills Cold call into prospects generated by a variety of outside sources - Identify key players, research and obtain business requirements, and present solutions to begin the sales cycle Profile strategic accounts to identify key individuals, research and obtain business requirements, and present solutions to start the sales cycle Set appointments for SMArtX sales executives when a lead reaches a qualified stage Collaborate with sales and marketing team members on a strategic sales approach Position Requirements 2 to 5 years experience in sales. The capability of understanding customer pain points and/or requirements and correlating SMArtX's potential value proposition for the customer Solid and professional communication skills -- written, verbal, and presentation Aptitude to manage numerous requests and time demands concurrently while achieving production goals from assigned territory or set of accounts. Promotes a strong sense of urgency for reaching goals and key deliverables. Acts without being told what to do. Brings new ideas to the company Contributes fully to the team effort and plays an integral part in the smooth running of teams without necessarily taking the lead, staying on top of Market Trends and opportunities to improve client relationships. Drive, Grit, Team Oriented: strong desire to compete and win A bachelor's degree is strongly preferred. A high school diploma or equivalent is required. Location: West Palm Beach, Florida SMArtX Advisory Solutions was founded in 2018 and is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. If you want to work in a professional yet relaxed atmosphere with other dynamic individuals, submit your resume today.
