- Prospecting & Database Building: Hunt recent prospects daily via calls, social; curate/enrich high-quality lists for ASX interest (self/SIP/traders).
- Discovery & Closing: Qualify via questions (experience, ASX appeal, risk); demo value with ASX examples; negotiate/close using BIT scoring urgency.
- Pipeline & Cadence Ownership: Manage full 7-14 day sequences; track/optimize KPIs (closes, revenue, conversion rates) in CRM; hit monthly quotas.
- Performance Optimization: Analyze top scripts/objections; collaborate with AU research/sales for fresh ASX hooks (e.g., latest Cochlear healthcare picks).
- Tools Mastery: CRM, power dialers, email/LinkedIn automation; strict compliance/privacy.