Renewal Sales Agent
Succession Link – San Diego, CA 92101
Full-time

Succession Link is the leading networking and communication platform for financial advisors looking to buy, sell, merge, and find succession options for financial advisory practices. The platform is a subscription-based service where users pay to connect with one another.

We are seeking a goal oriented, enthusiastic, subscription renewal sales agent to join our team and help retain annual subscribes in our community. This will be done by researching a user’s past interactions with our platform, members of our support team, and other members of the community and making phone calls and sending email mails to encourage a user to renew.

To be considered for this role, candidates must possess the following knowledge, experience and qualities:

  • Self-motivated, self-starter, work well alone without constant supervision. Proactive.
  • Prioritize and accomplish multiple tasks in an efficient manner.
  • Excellent interpersonal, written and verbal communications
  • Prioritize and accomplish multiple tasks in an efficient manner.
  • Understanding of CRM system

Preferred Skills:

  • Zendesk
  • Intercom
  • Asana

What we’ll give you:

  • a transparent culture that you’re truly a part of
  • a hard-working team that also knows how to have fun
  • the potential to grow with a company

If you are interested in this position, please submit your resume to evee@successionlink.com

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