Introduce prospects to our business regarding potential claims in major class action settlements, scheduling follow-up calls with the business development team, and other responsibilities supporting the needs and servicing of our clients
Job Summary
Introduce prospects to our business regarding potential claims in major class action settlements, scheduling follow-up calls with the business development team, and other responsibilities supporting the needs and servicing of our clients.
This is an opportunity to combine consultative selling, data-driven outreach, and client relationship management in a specialized and growing area of financial services.
Provide feedback and recommendations to improve CRM functionality and sales processes.
Matching Summary
Introduce prospects to our business regarding potential claims in major class action settlements, scheduling follow-up calls with the business development team, and other responsibilities supporting the needs and servicing of our clients.
Skills & Requirements
Must-have
Consultative selling
Data-driven outreach
Client relationship management
CRM tools
Outbound outreach
Nice-to-have
Adapt quickly
Fast-paced environment
Market strategy insights
Client sensitivity
Key Requirements
Bachelor's degree in Marketing or related field
3–5 years experience in business development, sales, or client relationship management