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PPB Capital Partners · 22 hours ago

Inside Sales Representative

Greater Philadelphia

Full-time

Onsite

Entry Level

2+ years exp

PPB Capital Partners, LLC is a leader in the Alternative Investment industry, seeking an experienced internal sales professional to assist with business development initiatives. The successful candidate will help expand investment advisory firm opportunities and promote key sales initiatives.

FinanceFinancial Services

Hiring Manager

Chris Gevertz, PHR, SHRM-CP

Responsibilities

Maintain accurate, monthly, quarterly, and annual sales records. Provide regular reporting of sales goal setting results to the senior management team

Track the sales team’s progress toward individual and firm-wide business goals; identify gaps and propose process improvements and solutions

Enter, manage, and maintain accurate business development and client data within the CRM system

Manage updates to investment and sales information within appropriate internal tracking systems

Assist with preparation of sales presentations, pitches and varied sales tools

Coordinate and assist with scheduling of sales meetings, calls and conferences

Attend sales training meetings and continue to expand personal understanding of the firm’s investment product offerings to ensure effective support is provided to the sales team and senior management

Qualification

CRM experienceData analysisSales experienceExcel proficiencyEffective communicationOrganizational skillsTeam playerSelf-starterWork ethic

Required

Bachelor's degree with a concentration in business administration, financial management, or related field is required

At least 2 years' experience within internal sales support roles is required; specific business development support experience within the financial services industry is a plus

Impeccable ability to work effectually and accurately with data entry, analysis, and data reporting

Experience with a CRM platform such as Salesforce and/or HubSpot is required

Advanced working knowledge with Excel and Outlook

Effective communicator within all levels of the organization – both verbal and written

Energy, enthusiasm, optimism, solid work ethic

Strong organizational skills with an ability to work in a fast-paced environment and meet consistent deadlines

Self-starter, reliably punctual, ability to demonstrate top-level professionalism as a team player

Company

PPB Capital Partners

PPB connects private wealth advisors and their clients to highly differentiated, institutional-caliber managers and offers white-labeled customized solutions to bring operational efficiencies to support your businesses.

Founded in 2008

Pausa, Sachsen, DEU

51-200 employees