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