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Develops new prospects and interacts with existing customers to increase sales of an organization's products and/or services. Works with customers to find what they want, create solutions and ensure a smooth sales process. A certain degree of creativity and latitude is required. May require a bachelor's degree. Typically reports to a supervisor or manager. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2-4 years of related experience. more...
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. 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. May require a bachelor's degree. Completion of the FINRA Series 6 Investme more...
Responsible for an assigned territory or portfolio of customers to target for remote sales development calls. Coordinates with field sales team members to understand customers' unique needs and potential sales opportunities. Reaches out to customers to promote new and existing products and services, offer special discounts and promotions, or provide essential account management services. Selects appropriate product information to meet the needs of individual customers, support upselling, and achieve sales targets. Develops connections with customers and may conduct field visits. May participat more...
The Sales Representative II - Outbound uses standard scripts and procedures to promote products and services. Initiates calls to current and potential customers to sell and upsell products and services. Being a Sales Representative II - Outbound may make follow up calls to confirm details of orders or provide additional information. Processes orders and documents customer requests, interactions, outcomes, and feedback in the system. In addition, Sales Representative II - Outbound requires a high school diploma or equivalent. Typically reports to a supervisor. Being a Sales Representative II - more...
Responsible for selling company products and services through resellers/channels in assigned territory. Represents the company in all activities associated with reseller/channel support. May require a bachelor's degree. Typically reports to a supervisor or manager. Occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Typically requires 2-4 years of related experience. more...
Provides administrative and logistical support to the sales team. Duties may include order processing/entry, record keeping, response to customer inquiries and RFP. Generates reports on sales targets, activity, and other related metrics. Coordinates customer and prospect meetings and events. Prepares presentation materials and exhibits. Trains and supports the sales team on systems, processes, and procedures. Typically requires a bachelor's degree or equivalent. Typically reports to a supervisor or team leader. Occasionally directed in several aspects of the work. Gaining exposure to some of t more...
The Call Center Sales Representative II receives orders, and closes deals of company products or services. Makes and receives calls with the intent of promoting or selling company products or services. Being a Call Center Sales Representative II may respond to customer inquiries by following standard scripts and procedures. Identifies prospects and tracks sales activities in the computer-based systems. In addition, Call Center Sales Representative II selling is the focus of this position. May require an associate's degree. Typically reports to a supervisor or manager. Being a Call Center Sales more...
The B2B Channel Sales Representative II represents the company in all activities associated with reseller/channel support. Responsible for selling company products and services through resellers/channels in assigned territory. Being a B2B Channel Sales Representative II typically reports to a supervisor or manager. Requires a minimum of an associate's degree or its equivalent. Working as a B2B Channel Sales Representative II typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the more...
The Financial Products Licensed Sales Representative II assesses client needs and recommends products or services. Develops new prospects and interacts with existing customers to increase sales of financial products and/or services for a bank or other financial services organization. Being a Financial Products Licensed Sales Representative II requires series 6 and 63 licenses. May assist in lead development through telemarketing or other promotional activities. In addition, Financial Products Licensed Sales Representative II may require a bachelor's degree or its equivalent. Typically reports more...
The Inside Sales Development Representative II coordinates with field sales team members to understand customers' unique needs and potential sales opportunities. Responsible for an assigned territory or portfolio of customers to target for remote sales development calls. Being an Inside Sales Development Representative II selects appropriate product information to meet the needs of individual customers, support upselling, and achieve sales targets. Reaches out to customers to promote new and existing products and services, offer special discounts and promotions, or provide essential account ma more...
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