Operates in a direct, client-facing position to identify and pursue new leads, prospects, or clients through various means such as cold calling, networking, and attending industry trade show events to achieve specified production goals
Develops and deepens client relationships through business activities, primarily through off-site, in-person meetings with clients, prospects and leads
Conducts frequent in-person meetings with potential clients to discuss products or services, make proposal presentations, and demonstrate how offerings meet their needs
Cultivates relationships with existing clients to understand their needs, address concerns, and cross-sell additional products
Maintains understanding of all product offerings and effectively communicates the benefits of these products to customers
Negotiates terms and agreements to finalize sales and secure deals
Ensures that all required client paperwork is complete, accurate, and submitted on time
Meets monthly sales goals on a consistent basis
Develops new business and maintains existing business relationships
Requirements
High School Diploma or GED
Maintain an average of $300,000 in monthly production
Bachelor's degree in a related field (preferred)
One (1) year of commercial, small business, equipment financing or related outside sales experience (preferred)
Experience using Customer Relationship Management (CRM) platforms and other applicable sales tools (preferred)