About this role
About the Company
Anderson Advisors is a nationally recognized business advisory firm serving entrepreneurs, business owners, investors, and high-net-worth individuals. Through a broad suite of entity formation, asset protection, tax, estate planning, and business advisory services, we help clients build, protect, and grow their wealth.
As the organization continues to scale, we are investing in operational excellence, leadership depth, and organizational maturity to support sustainable growth while maintaining the entrepreneurial culture that has fueled our success.
Job Purpose:
To service our existing client base by informing them of upcoming due dates for their business entities, collecting on outstanding invoices, and identifying additional sales opportunities. This role involves communication with clients via telephone and email, ensuring high levels of client satisfaction and retention.
Key Responsibilities:
Client Communication:
- Contact existing clients daily via phone to inform them of upcoming due dates for their business entities.
- Send follow-up emails and correspondence to clients regarding their due dates and outstanding invoices.
- Set expectations with clients on the fulfillment of entity filings.
Sales and Revenue Generation:
- Look for additional revenue opportunities by identifying client needs and providing solutions with matching services offered by the company.
- Promote the benefits, coverage, and terms of services to existing clients.
- Consistently reach and exceed monthly sales goals and company objectives.
Collections and Invoicing:
- Collect on any outstanding invoices from clients.
- Follow up with clients for additional information or payments needed to fulfill services.
Knowledge and Expertise:
- Acquire and maintain knowledge and understanding of the services offered by the company.
- Stay updated on company policies, procedures, and industry regulations.
Customer Service:
- Provide excellent customer service by addressing client inquiries and concerns promptly and professionally.
- Maintain a fun, collaborative, and competitive personality while interacting with clients and team members.
Qualifications
Required Qualifications:
- Bachelors degree in Business or related field
- Good computer skills with a good understanding of using email and G Suite or MS Office.
- Inside sales experience with an emphasis on strong closing techniques and a customer-centered approach.
- Excellent phone skills and the ability to be on the phone all day without distractions.
- A proven ability to perform in a shifting fast-paced environment.
- Excellent communication skills.
- Independent worker and self-starter.
- Fun, collaborative, and competitive personality.
Preferred Qualifications:
- Collections and/or state filing experience is a plus.
Performance Metrics:
- Accuracy and timeliness in informing clients of due dates and collecting outstanding invoices.
- Client satisfaction measured through feedback and service delivery.
- Achievement of monthly sales goals and company objectives.
- Efficiency in managing administrative and communication tasks.
- Team collaboration and support.