Sales Representative – Financial Institutions

Sales Representative – Financial Institutions

Requirements

• 18 years of age or older
• This position requires regular driving to visit client sites, therefore a valid drivers license is necessary
• In accordance with state law, a background check will be conducted after a conditional offer of employment
• Completion of mandatory drug screening on or near 60th day of employment
• Live in area relative to job posting location
• Ability to be in the field, a minimum of 75% of the time
• 4+ years of sales experience

Responsibilities

• Responsible for prospecting new clients into the North America Merchant Services realm.
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas and Salesforce.
• Engaging with your assigned FI partner through weekly branch visits, monthly training sessions, bank meetings and huddles.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date on industry trends and technology.
• Attend weekly team meeting, weekly one-on-one and semi-monthly field rides with District Manager.
• Additional responsibilities may be assigned as needed.

Preferred Qualifications

• Excellent prospecting, communication, presentation, and networking skills
• Works well independently and as part of a team
• Incentive-driven sales “hunter”
• Professional demeanor and impeccable integrity
• High sense of urgency and innate sales talent
• Enjoys cold-calling and speaking with people face to face
• Experience with Pipeline lead management