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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
external salesbusiness developmentcold callingnegotiationforecasting revenuecompetitive intelligencepricing analysisRFPspipeline managementconsulting
Soft Skills
communicationrelationship buildinginfluenceleadershiporganizational skillsstrategic thinkingproblem solvingpresentation skillsteam collaborationadaptability
Tools & Technologies
word processing softwarespreadsheet softwarepresentation softwareCRM systemssales pipeline toolscommunication platformsdata analysis toolsproject management softwarevideo conferencing toolsevent management software
Certifications & Qualifications
Bachelor's DegreeMVR requirements
Industry Keywords
financial productsfinancial institutionsmarket sharesales campaignsindustry trendsregulationsbrand awarenessguest speakertrade showsstate league meetings
About the role
Key responsibilities & impact- Develop external business by promoting our financial products and solutions in both new and existing markets to increase market share within assigned territory.
- Assist the VP, Sales with forecasting revenue from all new business sales.
- Research and contact key individuals of influence at target Financial Institutions to develop, assess, and qualify their willingness to partner with the company as a function of the value they would bring to the company’s portfolio or growth strategy.
- Document business development activity and pipeline.
- Gather competitive intelligence and knowledge surrounding industry trends, share insights.
- 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.
- 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.
- 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.
- Stay informed on industry trends, changes in industry regulations and competitive landscape.
- Participate in meetings, negotiations and other high-level strategic discussions with target companies.
- Strengthen brand awareness through active external organization and event (e.g., conferences, trade shows) involvement.
- Engage subject matter experts when necessary to assist in the sales process.
- Perform other duties as assigned.
Requirements
What you’ll need- High School diploma or equivalent required
- Bachelor’s Degree preferred
- Five (5) years external sales experience with Financial Institutions or Eight (8) years' experience in external business development and sales experience required
- Consulting experience preferred
- Must possess strong cold calling skills and have the ability to negotiate with and influence others
- Proficiency in word processing, spreadsheet, and presentation computer software applications
- Position may require 51% or greater travel per year
- Candidates must meet MVR requirements.
Benefits
Comp & perks- 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