Inside Sales Associate

Inside Sales Associate  

Consolidated Planning is looking for a motivated Inside Sales Associate. This is a unique opportunity to gain valuable sales experience while building connections with financial professionals nationwide, with tremendous growth potential.  This is a great way to start a career in the financial services and planning industry.

Position Highlights:

• Competitive Pay + Commission: Base pay plus commission based on performance.
• Comprehensive Training: Hands-on training to prepare you for a successful sales career.
• Growth Opportunities: This position can lead to further opportunities within the company.

Role Overview:
As an Inside Sales Associate, you'll recruit and manage relationships with financial advisors nationwide, offering Guardian’s Disability and Life products.

Key Responsibilities:

• Make high-volume outbound calls to financial professionals.
• Educate advisors on Guardian’s products and help them meet their clients' needs.
• Meet or exceed recruitment and business generation targets.
• Track outreach and results in our CRM system.
• Collaborate with the team to refine strategies and improve results.

What You’ll Bring:

• A passion for sales and helping others succeed.
• Strong communication and relationship-building skills.
• Self-motivation and ability to work independently or within a team.
• Attention to detail and organizational skills.
• Prior sales experience is a plus, but a willingness to learn is key.
• College degree

Why Join Us?
At Consolidated Planning, we invest in your growth:

• Supportive Culture: We mentor and celebrate your success.
• Training: We will provide a thorough training program and will be here to support you as you grow in this role.
• Career Growth: Success in this position offers the potential for amazing career opportunities.

Requirements:

• Must be a US citizen or permanent resident
• A four-year college degree
• Ideally based in Charlotte