• Financial Services Sales Specialist Santiago
  • Jules in Santiago, , Chile
  • jobs
  • 3 weeks ago

jobs description

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

• 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.


• 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.

If this opportunity sounds good to you, send us your resume
Santiago Chile


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