Inside Account Manager
CurrentAs an Inside Account Manager for Advisys, Selling a Goals Based Financial Planning Software Platform. Prospecting clients, scheduling demos with clients and providing a GoToMeeting demo & close new clients to generate revenue, solving customer concerns, always finding pain points to show value in this software, and making a high volume of warm and cold calls daily to financial advisors across the US and Canada. My client base includes various Financial Advisors and Registered Reps working with the low, especially middle class and high markets.