The Outbound/Inbound Sales Agent focuses on new client prospecting and business
development. This will mainly be through cold calling and warm calling over the phone but will also include communication via social media, emails, text, mailers and client events. He/she
draws energy from working with people and works with a sense of urgency. This enthusiastic,
self-starting person with a passion for selling is responsible for converting a massive amount of
leads into appointments through personalized follow-up.

This individual will take ownership of leads and actively systematize the conversion process for
maximum effectiveness. They record their productivity and sales metrics and track the results in
regular accountability meetings. This person has the drive and tenacity to achieve or exceed
productivity, appointment setting, and revenue targets while responding efficiently to customer
inquiries (usually in the form of sales leads) and the subsequent documentation, assignment,
and follow up of those leads.

This individual must be highly trustworthy—in addition to being the first point of contact to the
team, they will also have access to sensitive files and information regarding associates,
customers, and finances.

The Outbound/Inbound Sales Agent’s activities directly affect the bottom line, and as such they
are deeply committed to the team achieving greater and greater levels of success, as well as to
growing their own skills and developing into a leader within the team.

As the success of the business grows, this individual has to potential to be promoted to
Director of Lead Generation, responsible for supporting more agents, department members
and assistants to ensure all administrative tasks continue to be completed to high standards
with maximum efficiency.