Visão geral: As an entry level role, you will receive dedicated training and on-going support. You must feel comfortable making outbound calls and be a key contributor to meeting team monthly performance objectives. **Responsabilidades**: - Facilitate the opening of new accounts for potential clients who have already indicated an interest in our platform - Building a sales pipeline for short/medium/long term to achieve monthly conversion targets and revenue KPIs - Executing sales and marketing strategies as well as projects to acquire new clients - Retain existing customers upselling products or services - Provide support for existing customers - Manage and track prospects, leads, and accounts through Salesforce - Identify trends and customer needs being able to adapt sales pitch accordingly Qualificações: - 1+ year in sales/client management - Fluent in Spanish and English - College graduate with customer service and/or sales experience, preferably within a brokerage or financial services environment (not essential) - Proficient in MS Office (Word, Excel, PowerPoint, Outlook) - Strong attention to detail and a “service” oriented mindset - Professional and friendly attitude - Must be able to thrive in a fast-paced and constantly evolving work environment - Persuasive phone presence to overcome objections - Previous phone calling/telesales experience a plus