Sales Lead

Sales Lead:
On behalf of our financial services client, Procom is searching for a Sales Lead for a full-time role. This position is a remote position with the opportunity to work from anywhere in the United States.

Sales Lead - Job Description:
The Sales Lead plays a crucial role in guiding new and existing clients through the onboarding and education process. This role focuses on building connections, providing clarity, and fostering trust to help clients understand how to supports their financial goals.

Sales Lead - Responsibilities:
• Engage with qualified inbound leads and referrals, understanding each client’s unique goals
• Educate prospects about services, structure, and wealth management philosophy
• Coordinate with advisors and operations teams to ensure smooth client handoffs
• Track conversations and progress through CRM tools to maintain accuracy and follow-up
• Provide feedback to improve client communication and overall experience
• Represent culture of professionalism, empathy, and forward-thinking care

Sales Lead - Mandatory Skills:
• Personable, confident, and approachable
• Active listener with clear communication skills
• Naturally curious about people, business, and financial success
• Self-starter who thrives in a collaborative environment
• Energized by helping others

Sales Lead – Nice-to-Have Skills:
• Experience in financial services or wealth management
• Familiarity with CRM tools
• Problem-solving skills
• Strong teamwork abilities
• Accessible and open communication style

Sales Lead – Assignment Length:
This is a permanent position.

Sales Lead - Start Date:
ASAP