Clinical Sales Representative
Intuitive
Account Executive
TruStage
full-time
Posted on:
Location Type: Remote
Location: Remote • Alabama, South Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $77,500 - $129,100 per year
Job Level
Mid-LevelSenior
About the role
- Serve as the key point of contact with assigned credit unions, continually enhancing and building upon overall business relationship
- Develop growth, retention and cross-sell opportunities by leveraging and proposing TruStage products and services
- Gather detailed information about accounts, analyze and prioritize information to develop sales strategies
- Lead cross-discipline sales account teams and utilize consultative selling techniques
- Propose products and services that support strategic plans of assigned credit unions and strive for profitable growth
- Establish, implement, and monitor service level agreements with assigned credit union customers
- Manage performance to sales plan and territory plans using metrics and scorecards
- Develop and implement action plans to increase profitability, including growth, retention, rehabilitation, or termination of activity
- Develop and deliver proposals; forecast and report on sales activity
- Maintain ongoing knowledge of activities and challenges within assigned credit unions and use established sales management system
- Analyze loss of business information to inform future account work
- Develop and maintain understanding of diverse financial services markets and position TruStage products in new markets
- Continue developing sales, business and leadership competencies and research TruStage product solutions
- Adhere to all sales and support processes and conduct self with high standards of honesty, fairness and integrity
Requirements
- Bachelor's degree in Marketing, Business Administration, Insurance or equivalent work experience
- Minimum of 5 years of successful sales experience, preferably within the financial services industry
- Strong sales aptitude and proven track record of success
- Demonstrated knowledge of TruStage products and services (preferred)
- Ability to manage multiple priorities, plan projects and maintain deadlines with strong organizational skills
- Ability to comprehend and follow complex processes, with aptitude for continuous improvement
- Demonstrated effective communication, interpersonal, relationship building, problem-solving skills, and customer service skills
- Demonstrated ability to integrate computer technology into sales processes
- Demonstrated strong collaboration and teamwork abilities
- Demonstrated ability to effectively build business relationships with internal and external clients
- Proven experience in developing strategies which will improve competitive position
- Demonstrated ability to deliver effective presentations
- Life and Health Insurance License and P&C License (both resident and non-resident immediately upon or 90 days after employment)
- Up to 75% travel required
- Resume required to apply
Benefits
- annual incentive (bonus) plan
- medical
- dental
- vision
- employee assistance program
- life insurance
- disability plans
- parental leave
- paid time off
- 401k
- tuition reimbursement
- flexible workplace / hybrid working options
- career growth and retirement assistance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales strategiesconsultative selling techniquessales management systemproposals developmentsales forecastingperformance metricsaction plans developmentfinancial services knowledgebusiness relationship buildingcompetitive strategy development
Soft skills
strong sales aptitudeorganizational skillseffective communicationinterpersonal skillsrelationship buildingproblem-solving skillscustomer service skillscollaborationteamworkpresentation skills
Certifications
Bachelor's degreeLife and Health Insurance LicenseP&C License
