Key skills
CRMSales
About this role
Role Overview
- Serve as the primary virtual point of contact for new and incoming clients.
- Initiate outbound calls, emails, and messages to welcome and onboard clients.
- Engage in conversations to discover client needs and goals.
- Clearly explain service offerings and recommend next steps.
- Schedule follow-up calls or connect clients with the right team members.
- Maintain detailed and accurate client records in our CRM system.
Requirements
- High school diploma or college degree preferred.
- Professional, friendly communicator who thrives in a client-facing environment.
- Organized and comfortable working in a work from home setting.
- A people-first approach with strong listening and follow-up skills.
- Previous experience in sales, appointment setting, or client-facing role a plus.
Benefits
- Competitive base salary plus performance-based bonuses and incentives.
- Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
- Flexibility with structured support.
- Opportunities for advancement with a growing company.
- A team culture that values professionalism and performance.