Financial Services Sales Specialist

Hi there! We are Jules and our client is looking for a Financial Services Sales Specialist!

**This position is open for people residing in LATIN AMERICA**

About the Position

We are seeking a high-energy and personable Outbound Sales Specialist with experience in financial services or compliance-minded products to join our team. The ideal candidate will be fluent in English, have a strong understanding of sales automation tools, and be adept at using a multi-pronged approach to outreach. This individual will play a key role in early consumer outreach, sign-ups, and investor follow-ups, contributing to our overall growth strategy.

Key Responsibilities

1. Early Consumer Outreach & Sign-Ups:

• Initiate outreach to potential customers to generate early interest and sign-ups.

• Engage with leads and prospects in a proactive and personable manner.

• Multi-Pronged Outreach:

• Utilize various channels for outreach, including SMS, email, LinkedIn, Telegram, social media, and telephone calls.

• Develop and execute personalized communication strategies for each lead.

• Investor Follow-Ups:

• Follow up with potential investors to provide updates and address inquiries.

• Build and maintain strong relationships with investors.

• Sales Automation Tools & Reporting:

• Utilize sales automation tools to streamline outreach and manage leads.

• Maintain accurate records of all sales activities and produce regular reports.

• Financial Services Expertise:

• Leverage knowledge of financial services and compliance to effectively communicate the value of our offerings.

• Address client concerns regarding compliance and regulatory matters.

Qualifications

1. Education & Experience:

• Bachelor's degree in Business, Marketing, or a related field is preferred.

• Minimum of 2 years of experience in outbound sales, preferably in financial services or compliance-minded products.

• Proven track record of achieving or exceeding sales targets.

• Skills & Competencies:

• Fluent in English with excellent verbal and written communication skills.

• High energy, personable, and proactive in reaching out to potential clients.

• Familiarity with sales automation tools like Salesforce, HubSpot, or similar CRM platforms.

• Experience using multiple outreach channels (SMS, email, LinkedIn, social media, telephone calling, etc.).

• Strong organizational skills and attention to detail.

• Ability to work independently and remotely, with a proactive and entrepreneurial mindset.