Job Openings

Inside Sales Representative

Houston, TX

Posted: 03/07/2019 Employment Type: Direct Hire Function: Sales/Marketing/Customer Service Job Number: 17937 Pay Rate: $40-60K + Bonus

Inside Sales Representative 

A wealth management firm is seeking a Inside Sales Representative to join their close-knit team. This role will be responsible for prospecting, scheduling, and providing regular follow up to clients. This is an ideal opportunity for someone who’s interested in sales, finance, and an opportunity to grow with a firm that invests in employees.

Location: Houston, TX (Galleria)

Salary: $40-60K Base + Bonus


  • Makes outbound calls to prospects (initial meeting and continuous follow up)
  • Schedules meetings for Wealth Management Advisors, registers prospects for firm events, and adds contact info to CRM
  • Maintain and build upon existing prospect and outbound marketing communication lists
  • Coordinate with Director of Marketing to support marketing campaigns
  • Research prospect targets utilizing LinkedIn
  • Prepare Advisors on prospects before initial meeting, debrief afterwards, and continually update relevant information in CRM
  • Prepare weekly activity reports and monthly metrics


  • 1+ year of experience in investments, financial advisory, or a related field
  • Bachelor’s degree strongly preferred
  • Proven track record of success in an Inside Sales role
  • Detail-oriented with strong prioritization and follow through skills
  • Previous experience working with CRM systems preferred
  • Able to utilize LinkedIn for prospecting and networking
  • Professional, friendly phone presence
  • Must be comfortable cold calling

Due to the high volume of applications received we regret that we are unable to personally respond to each applicant.  Should your resume be chosen to move forward, you will typically be contacted within 3 weeks.


Sarah Colvill
Recruiter - Murray Professional

Specializing in matching talent with Human Resources, IT, Administrative, Sales, Marketing, and Customer Service roles.

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