Outbound sales specialist

We are seeking a motivated In-House Sales Specialist to support company growth through outbound partner outreach and relationship development. This is a phone-intensive, sales-driven role using company-provided leads. The position also includes customer success responsibilities, supporting partners and clients through onboarding and beyond. This is a full-time, in-office role for individuals who thrive in a fast-paced, performance-oriented setting. Key Responsibilities • Conduct high-volume outbound calls to referral partners using provided leads • Build and maintain strong partner and referral relationships • Educate partners on pooled trust solutions and Medicaid planning benefits • Drive conversions and consistently meet sales and outreach goals • Serve as a point of contact for partners and newly onboarded clients • Support client onboarding and ensure a positive post-sale experience • Track outreach, follow-ups, and client interactions in CRM systems • Collaborate with leadership ...

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