Entry Level Sales Consultant - Bank

Work with assigned bank partners to earn business referrals and sell products and services to prospects with 1-49 employees to achieve revenue results.

• Responsible for meeting unit and revenue expectations.
• Presents products and services in-person to final decision makers and end users within assigned territory and client size to achieve unit and revenue goals.
• Schedules appointments and visits assigned bank branches to secure referrals.
• Leverage the Go-to-Market Sales Strategy to identify customers needs and present the company solution to key stakeholders and decision makers in accordance with the client s preference on in person or virtual interaction to increase revenue and market share.
• Presents to bank partners on products and services to educate and to build value in the partnership.
• Analyzes the customer needs and interests to determine which products are appropriate and refers to appropriate party when necessary.
• Expedites the resolution of customer problems or complaints to the appropriate channels to ensure client satisfaction.
• Completes and submits accurate new business paperwork, expense reports, and weekly activity reports by agreed upon dates set by Sales management to assist with forecasting.
• Works with bank partners to identify business account holders who would be a good fit for our services and calls on those account holders with bank partners.
• Partner with other sales divisions on team selling approach for any referrals over 49 employees to increase client/prospect experience and increase revenue results.

• Act with uncompromising integrity.
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• Provide outstanding service and build trusted relationships.
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• Drive innovation in our products and services and continually improve our processes.
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• Work in partnership and support each other.
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• Be personally accountable and deliver on commitments.
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• Treat each other with respect and dignity.

• We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
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• We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
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• We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
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• We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
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• We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.
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• Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.
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