Key skills
RealmCRMCommunicationSales
About this role
Role Overview
- Responsible for prospecting new clients into our Payroll/HCM services realm
- Maintain existing/prospective client records in the Customer Relationship Management (CRM) system; currently Atlas.
- Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
- Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry
- Attend weekly team meeting and weekly one-on-one with leader
- Responsible for training and coaching Senior Product Advisors (SPAs) who report to them
- Provide status updates to reporting PDM
- Additional responsibilities may be assigned as needed
Requirements
- 18 years of age or older
- Valid Driver’s License and valid automobile insurance
- Successful completion of pre-employment background check
- Must live in area relative to job posting location
- At least two years of relevant experience
- 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
- Accountable for measurable, high-quality, timely results.
- Ability to be in the field 50% of the time
Tech Stack
- Realm
Benefits
- It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
- 401(k) and matching program to help you save up for your retirement.
- Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
- Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
- Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
- Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.