Phone Sales Representative

eCapital - Carlsbad, CA3.3

We have an immediate opening for a Phone Sales Representative or as we refer to them: New Business Coordinator. New Business Coordinators are responsible for qualifying Business-to-business (B2B) leads by building rapport, providing excellent customer service and educating prospects on our financial service offerings and products.

Candidates must be capable of successfully meeting outbound/telesales targets, while working in a dynamic and fast paced environment. Individuals must also be able to provide excellent customer service and exercise good judgment. Ideally, candidates will have a background in outbound/telesales or have other applicable experience with related transferable skills.


List of responsibilities and essentials functions, which must be completed in achieving the objectives of the position:

Contact businesses by telephone in order to educate, promote, solicit, and qualify
Make 250+ daily outbound calls to potential customers
Deliver prepared sales talks, reading from scripts that describe financial services, in order to persuade potential customers
Gather and coordinate required information for a sales prospect
Lead generate and live-transfer potential customers to a Financial Consultant
Successfully overcome sales objections
Achieve established sales goals and Key Performance Indicators
Document, maintain, and enter information into Salesforce
Communicate respectfully, politely and professionally with potential customers at all times
Perform other related duties as assigned by manager
Skills and Abilities

Ability to be persuasive, resilient, and tenacious, with a desire to sell
Ability to exercise flexibility, initiative, good judgment, and discretion
Excellent verbal communication skills
Competent in MS Office products, and efficient in using an automated dialer systems
Able to multi-task
High accuracy in work, attention to detail

High school education or equivalent
1-2 year sales experience (lead generating preferred)
Experience in a call center environment
Perks and Benefits

eCapital has been recognized as one of San Diego’s “best place to work.” Perhaps it’s the awesome perks like 100% employer-paid medical, dental and vision employee coverage or fun activities like playing on the company softball team… whatever the reasons, thank you to our dedicated team who made this award possible 5 years in a row. We’re blushing.

All accounts serviced by Capital Partners Services Corp.