Quick Overview
Job Description
Year Up United is seeking an Entry Level Sales Specialist to join our Sales & Business Development team within the Banking, Insurance & Investment space. In this role, you'll prospect and qualify leads, support relationship-building with corporate partners, and help grow inclusive talent pipelines for diverse young adults. You'll assist with presentations, track sales activity in CRM tools, and collaborate closely with cross-functional teams. Ideal candidates are strong communicators, eager learners, and mission-driven self-starters excited to build a sales career with social impact.
Responsibilities
- Research and identify prospective employer partners in banking, insurance, and investment services
- Conduct outbound outreach via phone, email, and social media to generate and qualify leads
- Schedule discovery calls and presentations for senior sales and partnership staff
- Maintain accurate records of activities, leads, and opportunities in the CRM system
- Support preparation of sales materials, slide decks, and basic proposals for prospective partners
- Assist with follow-up on marketing-generated leads and inbound inquiries
- Coordinate logistics for virtual and on-site employer meetings, visits, and showcase events
- Communicate Year Up's mission, program model, and talent value proposition to prospective partners
- Collaborate with program and employer partnership teams to align employer needs with participant skills
- Track and report on individual outreach activity and progress toward goals
- Continuously develop sales, communication, and industry knowledge through training and coaching
Required Skills
- Lead generation and prospecting
- Outbound phone and email outreach
- Customer relationship management (CRM) software (e.g., Salesforce or similar)
- Business writing for professional emails and proposals
- Basic presentation and communication skills
- Data entry and activity tracking in CRM or spreadsheets
- Research skills for identifying target companies and contacts
- Time management and organization
- Basic understanding of banking, insurance, and investment services
- Collaboration and cross-functional communication
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