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 e...