New Client Development ISA

Baird & Warner Chicago , IL 60603

Posted 2 months ago

Baird & Warners New Client Development (NCDT) Department is Growing so we're adding to our awesome team! hiring an Inside Sales Associate (ISA) responsible for creating relationships with consumers that will result in client appointments by accepting and responding to incoming phone calls, texts, emails and chat inquiries from potential buyers, sellers and renters. NO COLD CALLING! The ISA will utilize provided systems, strategies and tools available to connect via phone, video, text and email to follow up, qualify, engage and nurture potential clients attracted by various sources including but not limited to websites, social media advertising, text services, vendor lead purchases and any other lead generation strategies. The ISA must be committed to creating rapport and building relationships with clients by developing effective sales skills, impeccable written skills and excellent phone conversational skills with a focus on achieving a unsurpassed client service experience resulting in the sales goals of the department. Other duties will include new client prospecting through outreach and follow up as assigned. The ISA will also assist in testing new systems, strategies and technologies.

General Job Description
  • Respond to and engage inbound opportunities from all internet lead sources, sign calls and other outbound strategies provided for the purpose of setting client appointments for outside Listing and Buyer Specialists.
  • Using scripts and dialogues provided for the purpose of creating qualified referrals promoting the value proposition of the client-centric one-stop shopping concept by including mortgage pre-approval with Key mortgage and the recommendation of a Baird & Warner Title vetted attorney.
  • Input/ and manage client & lead databases using dialogues, systems, action plans and strategies as required
  • Conduct lead follow up & nurture opportunities until appointments are set.

Key Activities & Duties

  • Set and meet daily, weekly and monthly goals as specified.
  • Track all key business activities as required.
  • Measure conversion ratios and meet performance benchmarks.
  • Attend training, meetings and specials events
  • Call past clients and your sphere of influence to ask for referrals
  • Manage contact database system
  • Other miscellaneous duties as needed

Requirements

Job Specific Skills & Traits

  • Maintains a positive mindset and attitude at all times
  • Communicates effectively with peers, superiors, customers, and vendors in written and verbal form
  • Practices, memorizes, and internalizes scripts and dialogues
  • Blocks out all distractions and listen intently to the conversation that is occurring
  • Creates a sense of comfort and familiarity through their ability to build rapport
  • Excellent organizational and time management skills
  • Organized, systematic, and detail-oriented
  • Results oriented and high achiever
  • Outstanding computer skills including Microsoft Word, Excel, G Suite, and Internet, along with the ability to quickly learn specialized programs
  • Excellent organizational and time management skills
  • Desire for career development, coachable, open and training focused with a mindset of CANI (Constant & Never Ending Improvement)

In order to perform this job the candidate must possess the following:

  • Must possess and maintain a current Illinois Broker Associate Real Estate License.
  • Outstanding computer skills including Microsoft Word, Excel, G Suite, and Internet, along with a commitment to quickly learn specialized programs.
  • Ability to multitask.
  • Ability to work independently and part of a team.
  • Excellent organizational skills.
  • Discreetly handle confidential and sensitive matters.
  • Excellent written and verbal communication skills.
  • Must be able to take notes and input data while speaking on the phone to customers.
  • Available evenings and weekends- Must be able to work at least 1 weekend day and may be required to work both weekend days on occasion.
  • Sales & Customer Service Experience preferred
  • CRM Experience

Benefits

  • Medical
  • Dental
  • 401k with matching
  • PTO
  • VTO
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New Client Development ISA

Baird & Warner