Inside Sales

• Lead and coach the internal sales desk's daily operations, activity standards, and performance culture
• Drive asset growth and qualified appointment setting for external partners
• Assess sales capability, product knowledge, and commercial judgment
• Build targeted development plans and address performance gaps
• Deliver structured onboarding covering the firm, products, systems, sales process, and client segments
• Run skill-building on product mastery, consultative selling, discovery, prospecting, cold calling, objection handling, and external-wholesaler partnership
• Listen to live calls and pipeline work and provide real-time feedback
• Manage career progression toward Hybrid and External Wholesaler roles
• Oversee licensing paths and ongoing product training
• Partner with Sales Leadership on distribution strategy and territory coverage
• Lead team meetings, pipeline reviews, and one-on-ones
• Use CRM, sales analytics, and AI-enabled tools to track KPIs and coaching needs
• Ensure sales activity and client interactions comply with firm policies, compliance requirements, and approved messaging

Internal Sales Desk Manager

• Support the U.S. Head of VP Partnerships by flagging follow-ups, surfacing warm leads, and preparing briefing materials
• Source 20+ qualified advisor leads per week using AdvizorPro, LinkedIn, NAPA award lists, and conference attendee lists
• Prioritize 3(38) and 3(21) fiduciaries and co-fiduciaries likely to engage on force-out and plan termination solutions
• Expand prospecting into ERISA law firms, bankruptcy and M&A specialists, and TPAs involved in plan terminations
• Run personalized, multi-touch outreach across email, LinkedIn, and phone
• Track activity in Pipedrive and maintain a clean, visible pipeline
• Create tailored sales materials, presentation templates, objection-handling guides, FAQs, and case studies
• Build email templates in Pipedrive and manage segmented campaign sends
• Maintain post-send list hygiene and analyze campaign performance
• Research conferences, recommend lead-generation events, and manage pre-event outreach and post-conference follow-up
• Maintain accurate CRM data and pull weekly pipeline reports
• Build conversion and outreach performance reports
• Collaborate with Product on CRM automation and workflow improvements
• Relay field insights to Marketing and Product and advocate for messaging or tooling improvements

B2B Inside Sales Manager – Employer Partnerships

• Manage quoting and shipment requests from a dedicated list of clients
• Serve as face-to-face contact for assigned profile clients
• Maintain customer calculators and rates with the commercial sales team
• Adhere to SOX compliance and quote approval procedures
• Onboard customers using mandated KYC tools and systems
• Use group emails and case management systems to close customer request tickets
• Create Customer Service Orders in ATLAS and add quotes to the revenue tab
• Generate quarterly business reports for profiled clients
• Coordinate with Transportation Coordination to address customer concerns
• Resolve customer invoice and billing inquiries with the Billing department
• Deliver customer training material
• Respond to customer communications, resolve or escalate issues, provide product line data, and quote prices
• Coordinate transportation arrangements including routing, delivery, booking, and logistics
• Respond to shipment-status inquiries, trace requests, and proof-of-delivery requests
• Handle administrative responsibilities, reports, and Customer Support projects
• Stay up-to-date on freight price changes
• Research customer claims and ensure service complaints are handled appropriately
• Make transportation arrangements with consideration for security implications and BGS procedures
• Coordinate with Sales and internal departments to ensure order accuracy and effective relationship management
• Build customer relationships and oversee projects to improve service levels
• Back up the Supervisor of Customer Care Sales during absences or increased workload
• Oversee customer reporting, including daily reports and monthly/quarterly inventory statements
• Provide day-to-day leadership support to other quote and shipment specialists

Senior Inside Sales – Quote Specialist

• Follow up on inquiries and identify potential needs by phone, email and possibly in-person meetings
• Check in on existing clients to ensure they are operating well and inquire about new opportunities
• Document interactions and keep accounts well organized
• Interact with Engineering and Production Departments
• Support other team members when needed
• Primarily support domestic sales efforts
• Build customer relationships and manage client accounts

Inside Sales Specialist

• Educate, strategize, and discuss Yelp advertising programs through high-volume outbound calls to business owners
• Work in a 100% phone-based, fast-paced sales environment
• Work designated local-time schedules: 7:30 a.m.–4:30 p.m., 8:30 a.m.–5:30 p.m., or 9:30 a.m.–6:30 p.m.
• Own and manage a CRM pipeline of small-business clients using Salesforce
• Sell advertising to small local businesses from a home workspace
• Become an expert in Yelp advertising solutions and provide tailored product recommendations
• Ask probing questions and overcome customer objections and rejection
• Use quick-close techniques to exceed individual goals
• Navigate the qualification-to-close process while supporting customer satisfaction and upsell opportunities
• Achieve and exceed monthly quotas
• Track and manage daily goals and performance metrics

Inside Sales Representative, Eastern Region

• Educate, strategize, and discuss Yelp advertising programs through high-volume outbound calls
• Work 100% by phone in a fast-paced environment
• Work scheduled Monday through Friday shifts in local time
• Own and manage a Salesforce CRM pipeline of small-business clients
• Recommend Yelp advertising products based on client needs
• Ask probing questions, overcome objections and rejection, and use quick-close techniques
• Navigate qualification-to-close sales processes and identify upsell opportunities
• Achieve and exceed monthly quotas
• Track daily goals and metrics

Inside Sales Representative – Eastern Region

• Proactively make outbound cold calls to commercial prospects
• Educate prospects about energy services
• Deliver compliant sales pitches and close sales over the phone
• Apply sales materials, scripts, and objection-handling techniques
• Manage follow-up call pipelines for leads not closed initially
• Maintain accurate CRM records of interactions and lead statuses
• Enroll new customers and explain pricing, contract terms, and services
• Respond to customer emails professionally and promptly
• Identify customer needs and qualify leads through phone, email, and virtual channels
• Meet and exceed weekly, monthly, quarterly, and annual performance goals
• Meet sales targets by product category
• Align product and service solutions with customer needs
• Find new sales leads
• Comply with industry regulations and company policies

Inside Sales jobs in New York