Flourish
Flourish provides innovative access to financial products that help RIAs secure their client's financial futures.
51 - 200
Inside Sales Representative
June 29
🏢 In-office - Manhattan
Flourish
Flourish provides innovative access to financial products that help RIAs secure their client's financial futures.
51 - 200
Description
• Help source and schedule meetings for business development team • Research untapped markets and identify potential relationships • Manage lead sources and drive lead creation through outbound sales outreach • Assist with conferences, events, metrics, reporting, and customer success • Contribute to CRM, sales technology, and team operations
Requirements
• Bachelor’s degree • 3+ years of related experience • Series 7 certification or willingness to obtain within 90 days • Financial services background or personal expertise with finance • Technology company background or comfort with technology
Benefits
• Competitive salaries, along with bonus and incentive opportunities and benefits for all employees • Fair, equitable pay
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