Financial Analyst

Job Description

Duties and Responsibilities

Facilitate cold and warm calls to prospective leads

Schedule and follow through on calls with leads and current customers

Communicate with leads and customers via email

Answer all lead and customer questions accurately

Prioritize and/or escalate lead and customer questions as needed

Perform cost-benefit analysis for prospective customers

Advise on appropriate purchase options

Promote specific products as directed by upper management

Inform leads and customers of current promotions and discounts

Maintain positive business and customer relationships in the effort to extend customer lifetime value

Develop strategies for more effective sales, both individually and as part of a team

Source and work customer referrals

Track all appointments, sales, complaints, status reports, etc. thoroughly for manager review

Meet and/or exceed monthly and quarterly sales quotas

Self-improve continuously by way of experience and manager feedback