Role Description This full-time remote Sales Associate role at Pool Capital focuses on identifying and engaging prospective clients, maintaining strong relationships with existing clients, and supporting the sales pipeline from initial outreach through closing. The Sales Associate will conduct virtual meetings and calls to understand client needs, present Pool Capital’s products and services, and respond to inquiries in a timely and professional manner. Daily responsibilities include preparing proposals and quotes, updating CRM records, tracking leads and opportunities, and collaborating with internal teams to ensure smooth onboarding and ongoing service. The role also involves monitoring market trends, gathering client feedback, and contributing ideas to improve sales processes and customer experience. Consistent, proactive communication and reliable follow-through are essential to success in this remote position.
Qualifications
- Strong client relationship and communication skills, including the ability to build trust, listen actively, and present complex information clearly.
- Proficiency with digital tools and CRM systems to manage leads, track activities, and maintain accurate sales records.
- Demonstrated sales, negotiation, and closing abilities, preferably within financial services or a related industry.
- Solid organizational and time management skills, with the ability to prioritize tasks and work independently in a remote environment.
- Analytical mindset and comfort working with numbers, reports, and performance metrics to inform sales decisions.
- Collaborative approach and willingness to partner with marketing, operations, and support teams to improve client outcomes.
- High level of professionalism, integrity, and commitment to delivering inclusive, non-discriminatory service to all clients.
- Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent work experience in a sales role.
- Prior experience in sales, account management, or business development is highly beneficial.