Remote Part-time Specialist for B2B Outreach in Retirement Plans

Job Overview

We are seeking a dedicated Part-time B2B Outreach Specialist to join our dynamic remote team. In this pivotal role, you will be instrumental in generating new business opportunities by engaging with potential clients and presenting our cutting-edge retirement plan solutions. This position is designed for individuals who possess exceptional communication skills, a proactive attitude, and a genuine passion for cultivating relationships with key decision-makers.

Key Responsibilities

• Initiate outbound calls to prospective business clients to effectively introduce and advocate for our retirement plan offerings.
• Identify and qualify potential leads through comprehensive research, gaining insights into the specific needs and challenges faced by clients.
• Schedule meetings and appointments for our sales team with qualified prospects to facilitate business growth.
• Maintain accurate and timely documentation of all interactions within the CRM system.
• Conduct prompt and professional follow-ups on leads and inquiries.
• Collaborate closely with the sales and marketing teams to devise strategic approaches for lead generation and conversion.
• Provide detailed information and address inquiries regarding our retirement plan services to potential clients.
• Consistently achieve and surpass monthly and quarterly targets for lead generation and appointment-setting.
  
  

Required Skills

• Demonstrated experience in B2B cold calling, telemarketing, or a related sales position, ideally within the financial services sector.
• Outstanding verbal and written communication abilities.
• Proficiency in establishing rapport and engaging decision-makers over the phone.
• Highly motivated, self-directed, and results-oriented.
• Strong organizational and time management skills.
• Familiarity with retirement plans, such as 401(k) plans, is advantageous.
• Proficient in utilizing CRM software and other sales tools.
  
  

Qualifications

• A bachelor's degree in business, marketing, finance, or a related field is preferred but not essential.
  
  

Career Growth Opportunities

This role offers a pathway for professional development, equipping you with the skills necessary to thrive in a dynamic industry while providing opportunities to grow within our organization.

Company Culture And Values

We pride ourselves on fostering a supportive and collaborative work environment that values proactive communication and relationship-building. By joining our team, you become part of a culture that encourages creativity and innovation in achieving our collective goals.

Compensation And Benefits

• Fully remote work environment.
• Competitive hourly rate complemented by performance-based incentives.
• Comprehensive on-the-job training to ensure your success.
• A collaborative and supportive team atmosphere.
  
  

Employment Type: Full-Time