Renewal Sales Agent
Succession Link – San Diego, CA 92101

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

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