Summary
Simpay is seeking a Membership Advisor to introduce and sell the Exectras Membership program to small and medium-sized businesses. The role focuses on outbound sales to warm prospects, educating decision-makers, managing the sales process, and achieving monthly sales goals while maintaining CRM records and collaborating with internal teams.
Responsibilities
- Conduct outbound calls to business owners from assigned prospect lists
- Build relationships with decision-makers and educate them on the value of the Exectras Membership program
- Identify customer needs and position the membership as a solution that benefits both employers and employees
- Schedule and conduct virtual or phone presentations
- Guide prospects through the sales process from initial contact through close
- Consistently achieve and exceed monthly sales goals
- Maintain accurate records of customer interactions and pipeline activity within the CRM
- Follow up with prospects through calls, email, and other communication channels
- Participate in sales meetings, coaching sessions, and ongoing product training
- Collaborate with marketing and leadership to maximize opportunities within partner associations