Sales

• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Advise members and clients on specialized products and services and ensure member/client satisfaction
• Review client needs and compile and analyze data.
• Handle requests and follow up as needed
• Assist members and clients, listen to their needs and propose personalized solutions
• Help identify your unit’s operational risks and opportunities for improvement
• Stay on top of the latest standards, products and services in your field.

Advisor, Member Sales and Service

Inside Sales Representative

Virtual Sales Representative

Account Manager, Business

Partnerships SDR

Bilingual Sales Broker