Sales Associate at Triad Partners

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Full Time

Start Date

Immediate

Expiry Date

13 Feb, 26

Salary

0.0

Posted On

15 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Cold Calling, Lead Generation, Relationship Building, CRM Management, Communication Skills, Problem-Solving, Adaptability, Resilience, Persistence, Self-Motivated, Results-Driven, Customer-Obsessed, Extreme Ownership, Long-Term Thinking, Day One Mentality, Selflessness

Industry

Financial Services

Description

About the role Reports to VP of Advisor Engagement The Business Development Sales Role is a key driver of growth at Triad Partners, responsible for identifying, engaging, and onboarding qualified financial advisors to join our organization. This role requires expertise in cold calling, relationship building, and guiding prospects through our sales process to ensure a seamless and impactful experience. What you'll do Prospecting & Relationship Building Cold Outreach: Initiate contact with potential clients through cold calling, texting, email campaigns, Facebook, and LinkedIn messaging. Warm Outreach: Engage and nurture inbound leads, converting them into opportunities. Relationship Building: Articulate Triad’s value proposition, share impactful member stories, and provide tailored ideas to prospects that showcase Triad’s unique benefits. Appointment Setting: Inspire qualified advisors to book discovery calls with the Director of New Member Outreach. Lead Tracking & Qualification CRM Management: Maintain comprehensive, accurate notes in the CRM, capturing each prospect’s pain points, opportunities, and practice details. Master Sheet Oversight: Update and track the progress of prospects in the sales process, ensuring no lead is overlooked. Lead Generation: Research and identify new qualified prospects, adding them to the master sheet and continuously updating their status. Lead Qualification: Engage and qualify prospects, removing those who do not align with Triad’s criteria. Qualifications Proven experience in cold calling and lead generation, preferably within a sales or recruiting role. High school diploma required; Bachelor’s degree in Business Administration or related field preferred. Strong track record of building and nurturing relationships with clients or prospects. Excellent written and verbal communication skills. Proficiency in CRM tools and lead tracking systems. Self-motivated with a results-driven mindset. Functional Competencies Resilience and Persistence: Bounce back from rejection and maintain motivation and focus to achieve goals. Effective Communication Skills: Clearly and persuasively articulate ideas in verbal and written communication. Problem-Solving and Adaptability: Quickly assess and respond to prospects’ needs, challenges, and goals with innovative solutions. Proficiency in Cold Calling: Demonstrated success in initiating and converting leads through cold outreach methods. Core Competencies Extreme Ownership: Take full accountability for outcomes and continually strive for improvement. Day One Mentality: Approach each day with enthusiasm, curiosity, and the drive to make an impact. Selflessness: Prioritize the needs of clients and team members to foster a collaborative environment. Customer-Obsessed: Focus on delivering exceptional value and experiences to clients. Culture Mindset: Actively contribute to a positive and growth-oriented team culture. Long-Term Thinking: Make decisions that align with sustainable growth and success.

Responsibilities

The Sales Associate is responsible for identifying, engaging, and onboarding qualified financial advisors. This role involves cold outreach, relationship building, and guiding prospects through the sales process.