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We are an Investment Advisory firm launching a new fund looking for someone to call on known investors to set up appointments for our sales team to pitch the fund to.
We're looking for a Lead Generation expert to help us research new opportunities, gain new customers and increase revenues to support our business.
- Qualify and allocate leads for sales teams
- Document, track and monitor all leads and interactions
- Identify and nurture relationships with prospects via phone, email, in-person meetings or other communication tools
- Develop deep knowledge of our products and offer customized business solutions to prospects
- Follow up with any leads generated by marketing teams through trade shows, promotions and other initiatives
- Primary skill: Lead Generation
- Experience utilizing a Customer Relationship Management (CRM) platform
- Strong verbal and written communication skills
- Ability to multitask an...
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