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