Inside Sales Representative

About the Company

Anderson Advisors is a nationally recognized business advisory firm serving entrepreneurs, business owners, investors, and high-net-worth individuals. Through a broad suite of entity formation, asset protection, tax, estate planning, and business advisory services, we help clients build, protect, and grow their wealth.

As the organization continues to scale, we are investing in operational excellence, leadership depth, and organizational maturity to support sustainable growth while maintaining the entrepreneurial culture that has fueled our success.

Job Purpose:

To drive revenue growth by managing the sales process for warm leads, with no cold calling required. This role focuses on closing new client transactions, and identifying upsell opportunities within the existing client base. The position builds strong client relationships, understands individual needs, and recommends tailored solutions to support clients’ financial and asset protection goals. On target earnings for this role are $80,000 annually.


Key Responsibilities:

Lead Generation and Prospecting:

• Identify and generate new sales leads through various channels, including outbound phone calls, email campaigns, and social media outreach.
• Qualify leads to determine their potential and readiness to engage with Anderson Business Advisors.

Sales Process Management:

• Conduct sales consultations with existing clients to understand their needs and objectives and upsell additional products.
• Present and explain Anderson Business Advisors' products and services, highlighting their benefits and how they meet client needs.
• Develop and deliver tailored sales proposals and quotes to prospects for various products.
• Follow existing sales processes.

Relationship Building:

• Build and maintain strong relationships with prospective and existing clients.
• Follow up with leads and clients regularly to ensure their needs are being met and to foster long-term relationships.

Closing Sales:

• Negotiate terms and close sales deals, ensuring mutual satisfaction and adherence to company policies.
• Achieve and exceed monthly sales targets and quotas.

Client Support:

• Provide exceptional client support throughout the sales process.
• Address client inquiries and resolve issues promptly and effectively.
• Ensure a seamless transition from sales to client onboarding and support teams.

Sales Reporting:

• Maintain accurate and up-to-date records of sales activities, opportunities, and client interactions in the CRM system (Salesforce).​​​​​​​