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Sales Representative

Advisors Excel
401(k)
United States, Kansas, Lawrence
April 08, 2024




Position:
Sales Representative



Location:

Lawrence, KS


Job Id:
1959

# of Openings:
1


Position: Sales Representative

Department: Veta Investment Partners

Reporting to: CEO

Location: Lenexa, KS or Lawrence, KS or Topeka, KS - Onsite

Overview:

Are you a seasoned sales professional with a knack for strategic thinking and relationship building? Veta Investment Partners is seeking a dynamic Sales Representative to join our team.

As a Sales Representative, you will collaborate closely with the CEO to drive sales growth by executing targeted marketing campaigns, nurturing client relationships, and delivering exceptional service to our valued clients.

What you'll do:


  • Develop a robust pipeline of qualified leads through proactive outreach via warm and cold calling techniques
  • Execute targeted marketing campaigns utilizing a blend of email, webinars, and mailings to engage prospects and drive conversions
  • Proactively communicate new marketing, branding, and sales strategies to our client base, ensuring they are well-informed and engaged
  • Build and maintain strong relationships with existing clients, ensuring their needs are not only met but exceeded
  • Conduct weekly outbound call campaigns focused on value and product discussions to existing clients, driving retention and upsell opportunities
  • Assist in preparing weekly, monthly, and quarterly reports for existing clients, providing insights and recommendations for improvement


Experience you'll bring:


  • 5+ years of experience in a sales role with a proven track record of exceeding targets and driving revenue growth
  • Excellent verbal and written communication skills, capable of articulating complex products and strategies effectively
  • Demonstrated ability to work independently with minimal supervision, while also thriving in a collaborative team environment
  • Strong time management skills and the ability to multitask effectively in a fast-paced environment
  • Exceptional problem-solving abilities with acute attention to detail, capable of navigating challenges and finding creative solutions
  • Ability to read, analyze, and interpret general business periodicals, professional journals, and technical procedures


Bonus Points:


  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Knowledge of investment products and understanding of financial planning, capital markets, and compliance


What you'll get:


  • Amazing benefits including medical, dental, vision and 401k (with matching options)
  • Generous PTO package upon your start date
  • Continuous personal and professional development opportunities
  • Recognition for hard work & exemplary performance
  • Employee sponsored events...and more!


Who We Are:

Veta Investment Partners is a global investment firm focused on five synergistic areas: derivatives, risk management, systematic indices, asset management solutions and internal technologies. With a dedication to delivering superior investment solutions and exceptional client service, we strive to achieve the best outcomes for our clients. Join our team and be part of a company that values innovation, collaboration, and excellence. Apply now to embark on a rewarding career journey with Veta Investment Partners!

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