Develop external business by promoting our financial products and solutions within assigned territory.
Assist the VP, Sales with forecasting revenue from all new business sales.
Build and lead sales pipeline by exercising weekly structured calling campaign and timely following up on lead referrals and RFPs.
Participate in regional sales activities to include nationally coordinated sales campaigns.
Create and present, virtually and on site, formal proposals that include a detailed pricing analysis and incentive package.
Establish and maintain effective communication with prospective Financial Institutions through appropriate contact channels; identify challenges throughout sales process that need to be overcome in order to successfully execute a commitment.
Maintain effective working relationships within the industry by initiating or responding to invitations to serve as guest speaker, participate in informative projects, and attend state league meetings.
Ensure smooth and efficient hand-off process of committed Financial Institutions to respective Account Executive who will maintain relationship.
Achieve year-end revenue target established at beginning of fiscal year.
Stay informed on industry trends, changes in industry regulations and competitive landscape.
Engage subject matter experts when necessary to assist in the sales process.
Perform other duties as assigned.
Requirements
High school diploma or equivalent required
Bachelor’s Degree preferred
Five (5) years external sales experience in banking or credit union industry required OR Eight (8) years experience in external business development and sales experience required
Product training and demonstration experience required
Must possess strong cold calling skills and have the ability to negotiate with and influence others
Ability to communicate effectively in both verbal and written formats and give presentations utilizing various audiovisual support aids
Ability to travel as needed, 50-60%
Benefits
Competitive wages
Medical with telemedicine
Dental and Vision
Basic and Optional Life Insurance
Paid Time Off (PTO)
Maternity, Parental, Family Care Community Volunteer Time Off
12 Paid Holidays
Company Paid Disability Insurance
401k (with employer match)
Health Savings Accounts (HSA) with company provided contributions
Flexible Spending Accounts (FSA)
Supplemental Insurance
Mental Health and Well-being: Employee Assistance Program (EAP)
Tuition Reimbursement
Wellness program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.