Inside Sales Representative

Anderson Business Advisors; Town of Florida (NY); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Hybrid work schedule

Robust onboarding program

Medical, dental, vision, and short‑/tc

401(k) matching

Paid time off: 16 days first year, 21+

Gym membership subsidy

Job summary

Anderson Business Advisors is seeking an inside sales professional to drive revenue through lead generation, client acquisition, renewals, and upsell opportunities. You will build relationships, understand client needs, and tailor solutions to achieve financial and asset protection goals.

You’ll qualify leads, conduct consultations, present proposals, and follow existing sales processes while maintaining CRM records.

Qualifications

• Bachelor's degree in Business, Marketing, or related field.
• Minimum 2 years of inside sales experience in a B2B environment.
• Proven track record of achieving and exceeding sales targets.
• Strong understanding of sales principles and techniques.
• Excellent organizational and time management skills.
• Strong communication and interpersonal skills.
• Proficiency in Microsoft Office and CRM software (Salesforce preferred).

Responsibilities

• Generate and qualify new sales leads via cold outreach, email campaigns, and social channels.
• Conduct sales consultations, upsell products, and present tailored proposals.
• Build and maintain relationships with prospects and clients, ensuring smooth handoffs to onboarding.
• Negotiate terms and close deals while meeting monthly targets.
• Maintain accurate records of opportunities and activities in the CRM.

Skills

Lead generation

Sales closing

CRM

Communication

Negotiation

Time management

Relationship building

Education

Bachelor's degree in Business/Marketing

Tools

Salesforce

Job description

To drive revenue growth by managing the sales process including lead generation, closing new client acquisition transactional deals, renewing subscriptions, and prospecting for upsell opportunities. This role involves building relationships with prospective clients, understanding their needs, and providing tailored solutions to achieve their financial and asset protection goals.

Key Responsibilities:

Lead Generation and Prospecting:

• Identify and generate new sales leads through various channels, including cold calling, email campaigns, and social media outreach.
• Qualify leads to determine their potential and readiness to engage with Anderson Business Advisors.

Sales Process Management:

• Conduct sales consultations with existing clients to understand their needs and objectives and upsell additional products.
• Present and explain Anderson Business Advisors' products and services, highlighting their benefits and how they meet client needs.
• Develop and deliver tailored sales proposals and quotes to prospects for various products.
• Follow existing sales processes.

Relationship Building:

• Build and maintain strong relationships with prospective and existing clients.
• Follow up with leads and clients regularly to ensure their needs are being met and to foster long-term relationships.
• Negotiate terms and close sales deals, ensuring mutual satisfaction and adherence to company policies.
• Achieve and exceed monthly sales targets and quotas.

Client Support:

• Provide exceptional client support throughout the sales process.
• Address client inquiries and resolve issues promptly and effectively.
• Ensure a seamless transition from sales to client onboarding and support teams.
• Maintain accurate and up-to-date records of sales activities, opportunities, and client interactions in the CRM system (Salesforce).

Required Qualifications:

• Bachelor’s degree in Business, Marketing, or related field.
• Minimum 2 years of experience in inside sales, preferably in a B2B environment.
• Proven track record of achieving and exceeding sales targets.
• Strong understanding of sales principles and techniques.
• Excellent organizational and time management skills.
• Strong communication and interpersonal skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Proficiency in Microsoft Office and CRM software (Salesforce preferred).

Preferred Qualifications:

• Additional certifications or coursework related to sales or business development.

Performance Metrics:

• Sales Targets: Achievement of monthly sales goals and quotas.
• Lead Conversion: Rate of converting leads into clients.
• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Efficiency: Timely completion of sales tasks and accurate CRM updates.

About Anderson

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check and drug screen are required for employment.