Financial Associate (Public) jobs in Blue Springs, MO

Position Summary

The Business Development Associate is responsible for identifying business opportunities and business lead generation in the transportation and trucking industry primarily through office-based approaches using the phone and social media such as
LinkedIn. The Business Development Associate promotes Engaged Financials factoring services and builds relationships with current and potential clients. This position is responsible for growing their book of business and promoting Engaged Financial’s suite of services. Bilingual candidates are preferred but not required.

Essential Duties and Responsibilities

Duties include but are not limited to the following:

· Business lead generation and identify customers through networking, research, social media, cold calls etc.

· Call carriers daily and develop ongoing relationships

· Continue post sale relationship development

· Negotiate with potential clients to ensure rates are competitive and profitable

· Responsible for hitting monthly, quarterly and annual goals

· Build referral sources throughout the transportation industry

· Partner with the Financial Account Coordinator during onboarding of the client and throughout the relationship

· Source and develop new business opportunities

· Build and maintain new and current customer relationships

· Effectively present and explain financial products and their intended value to prospective clients

· Manage and maintain a robust pipeline to achieve monthly sales goals

· Negotiate spreads and maximize profitability on all new business

· Cross-sell multiple solutions to maximize yield, consistent with strategies set by senior management

· Continually refine processes to stay in front of customers in relevant industries

· Other duties as assigned

Specific Department Responsibilities

· Exceptional phone skills

· Exceptional social media utilization skills

· Driven to meet and exceed goals consistently

Required Skills and Abilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

· Ability to work independently while balancing appropriate collaboration with l l leadership oversight

· Ability to effectively interact with other employees of the organization

· Excellent customer service, time management, and prioritization skills

· Excellent oral and written communication skills in person and via phone

· Ability to follow up with prospects and manage time throughout the day

· Able to utilize sound, independent judgment and make responsible decisions and recommendations

· Excellent follow-through and detail orientation

· Able to effectively utilize computer programs including Word and Excel.

· Demonstrated record of success providing professional, solutions-based sales over the phone

· Proven ability to multitask and thrive in a fast-paced environment

· Excellent customer service and problem-solving skills

· Desire to work in a competitive sales and team environment

· Experience with high call volume (cold calling) is a plus

· Financial background is a plus

· Bilingual skills are a plus

Minimum Education and Experience

· High school diploma or equivalent

Physical Demands and Work Environment

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This description reflects management’s assignment of essential functions; it does not proscribe or restrict the tasks that may be assigned.

· Physical Demands: While performing the duties of this job, the employee is regularly required to remain in a stationary position for at least 50% of the time. The employee needs to occasionally move about inside the office to access file cabinets, office machinery, etc. The general level of physical activity would be defined as sedentary. The employee is regularly required to operate a computer and other office productivity machinery, such as a calculator, telephone, copy machine, and printer. Some movements of the hands, arms, and wrists may involve repetitive motions. Specific vision abilities required by this job include the ability to detect, determine, perceive, identify, recognize, judge, observe, inspect, estimate, and assess various activities and surroundings.

· Cognitive/Mental Requirements: While performing the duties of this job, the employee is regularly required to comprehend and use basic language, either written or spoken, to communicate simple and complex information, ideas, and information. The employee is also required to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information, and deal with abstract variables for unique or unfamiliar situations. The employee must use problem-solving skills to formulate and apply appropriate courses of action for routine or familiar situations. The employee may be required to perform numerical operations including basic counting, adding, subtracting, multiplying, and dividing or more complex quantitative calculations.

· Work Environment: Work hours for this position may be performed at the employee’s home office setting. While performing the duties of this job on the business premises, the employee is inside a central heat and air-conditioned office building. The noise level in the work environment is minimal.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of an employee. Duties, responsibilities, and activities may change at any time with or without notice.

Engaged Companies LLC is an equal opportunity employer.

Job Type: Full-time

Pay: $42,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Vision insurance

Compensation package:

• Commission pay

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Application Question(s):

• Will you now or in the future require employment sponsorship?
• What is your desired hourly pay rate?
• What is your preferred email address for communication?
• What language(s) do you speak?

Work Location: In person