Sales Representative - Licensed conducts business development and sales activities with existing consumer banking customers and new prospects to increase sales of financial products and expand the customer base. Develops leads with customer profile development, telemarketing, and promotional events. Being a Sales Representative - Licensed maintains a broad understanding and detailed knowledge of the current financial product offerings. Assesses customer needs, explains each product's characteristics and benefits, and makes recommendations that align with the customer's financial objectives. Additionally, Sales Representative - Licensed may require a bachelor's degree. Completion of the FINRA Series 6 Investment Company Products/Variable Contract Limited Representative qualification exam and any required state licensing is required. Also requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Typically reports to a supervisor or manager. The Sales Representative - Licensed work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Sales Representative - Licensed typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Responsibilities:
- Develop and maintain strong relationships with new and existing customers
- Identify and pursue sales opportunities to meet or exceed sales targets
- Present and demonstrate products or services to customers
- Negotiate contracts, terms, and pricing with customers
- Provide exceptional customer service throughout the sales process
- Collaborate with internal teams to ensure customer satisfaction and successful delivery of products or services
- Utilize CRM tools to track sales activities and manage customer information
Requirements:
- Proven experience in sales, preferably in trailer sales or related field
- Strong negotiation skills and ability to close deals
- Excellent interpersonal and communication skills
- Ability to analyze market trends and customer needs to develop effective sales strategies
- Experience in building long-term relationships with customers
- Familiarity with CRM software is a plus
If you are a motivated individual with a passion for sales, excellent communication skills, we want to hear from you. Join our team as a Sales Representative and be part of our success!
Job Type: Full-time
Pay: $48,000.00 - $60,000.00 per year
Benefits:
Compensation package:
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Travel requirement:
Work Location: In person