Sales Associate

Summary

Join Third Bridge, a leading investment research firm, as a Sales Associate and contribute to the new client acquisition process. You will research and gather information on targeted companies, prospect and schedule appointments, prepare content for presentations, onboard new clients, and provide general sales support. This role offers the opportunity to build a foundation in sales, develop business acumen, and deepen your understanding of the sales process.

Requirements

• Proven experience in communicating effectively and building relationships quickly over the phone and face-to-face
• Excellent research and investigative abilities using the Internet and traditional media
• Ability to drive urgency in the sales cycle and achieve measurable goals
• Ability to use Salesforce or other cloud-based Sales tools
• Highly self-motivated, results-driven, and able to work independently
• Bachelor’s degree
• Strong interest in building a career within a sales organization or 1 year of in a sales or sales support role (level determined based on relevant experience)

Responsibilities

• Research and gather information on targeted companies or each qualified lead, identifying appropriate contacts (name, phone, email), and identify potential hooks for sales opportunities in order to drive forward the sales process
• Prospect and Schedule Appointments by cold call, e-mail or utilize LinkedIn, Bloomberg and other channels to secure appointments for introductory presentations
• Prepare content and assist on client presentations where required and portal demos to prospective clients
• Onboard clients who agree to trial subscriptions and manage the usage and relationship of these clients
• Responsible for coordination of appointments by preparing and distributing materials and managing logistics of client meetings
• Provide general sales Support by updating Salesforce by logging all contact information and communications within Salesforce as well as provide any general sales rep support or data entry

Preferred Qualifications

Experience prospecting is a plus

Benefits

• Competitive basic salary and generous commission structure
• A variety of insurance plans
• Health coverage by Empire Blue Cross Blue Shield - Medical Insurance, Dental insurance and Vision plan
• A personal HSA (Health Saving Account) and Medical FSA (Flexible Spending Account)
• Modern Health to focus on your mental wellness with free coaching sessions, online therapy sessions and meditation resources
• Monthly social events
• In-office perks, including snacks, weekly lunches, coffee, tea and drinks
• 401K matching up to 5% of your base salary
• People Development Allowance to help you in your role or in your wider career aspirations
• Life insurance
• A long term disability policy
• An Employee Assistance Program
• Dependent Care FSA
• Pet Insurance
• 2 annual volunteer days - so you can help a charity or good cause of your choice
• 2 personal days - for when life throws you a curveball
• Summer Fridays - so you have more time to enjoy the weather
• Work from Anywhere - visit family or extend your holiday by working abroad in approved countries for up to one month each year