Job Description
Are you looking for a dynamic entry-level opportunity in the heart of Boston? Summit Financial Solutions is seeking motivated individuals to join our growing team. We believe in investing in talent, providing comprehensive training, and fostering a culture of excellence.
In this role, you will play a pivotal part in our client acquisition strategy, working closely with senior leadership to drive business growth. You will develop essential corporate skills in communication, negotiation, and strategic planning.
Join us and take the first step toward a rewarding career in the corporate sector.
Responsibilities
- Manage and maintain client relationships through regular communication and follow-ups.
- Assist in the preparation of weekly sales reports and market analysis.
- Conduct market research to identify new business opportunities in the Boston area.
- Collaborate with the sales team to develop effective outreach strategies.
- Represent the company at local networking events and client meetings.
- Update and maintain the CRM database with accurate and up-to-date information.
Qualifications
- Bachelor’s degree or equivalent work experience.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office Suite and CRM software (Salesforce, HubSpot).
- Ability to work independently and as part of a collaborative team.
- Self-motivated with a strong desire to learn and grow professionally.
- Valid driver's license and reliable transportation.