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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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
external salesbusiness developmentcold callingnegotiationforecasting revenuecompetitive intelligencepricing analysisRFPspipeline managementconsulting
Soft Skills
communicationrelationship buildinginfluenceleadershiporganizational skillsstrategic thinkingproblem solvingpresentation skillsteam collaborationadaptability
Certifications
Bachelor's DegreeMVR requirements