Job DescriptionJob DescriptionAbout the Role:Kaplan Investments Inc is looking for a motivated and personable Part-Time Sales Associate to join our team in the vibrant Broad Ripple neighborhood of Indianapolis, IN. This is a fantastic opportunity to build your sales career with a respected investment company while enjoying a flexible, part-time schedule. If you're driven, people-focused, and ready to make an impact, we want to hear from you!
Responsibilities:Engage prospective and existing clients to identify needs and present suitable investment solutionsBuild and maintain strong client relationships to drive repeat business and referralsMeet and exceed individual sales targets and performance goalsConduct outreach through calls, emails, and in-person interactions to generate leadsStay current on company products, services, and industry trends to effectively communicate valueCollaborate with the sales team to develop strategies and share best practicesMaintain accurate records of client interactions and sales activityRequirements:Previous sales or customer service experience preferredStrong communication and interpersonal skills with a client-first mindsetSelf-motivated, goal-oriented, and able to work independentlyComfortable working a part-time, flexible scheduleBasic proficiency with CRM tools or willingness to learnInterest in investments, finance, or real estate is a plusMust be reliable, professional, and a team playerAbout Us:Kaplan Investments Inc is a trusted name in the Indianapolis investment community, proudly serving clients from our Broad Ripple location. Our clients choose us for our personalized approach, deep market knowledge, and commitment to helping them achieve their financial goals. Our team enjoys a supportive, growth-focused work environment where talent is recognized and rewarded.
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