Financial Sales Representative

Job Description:

Financial Sales Representative

We are seeking highly motivated and results-driven individuals to join our team as a Financial Sales Representative. As a Sales Representative, you will be responsible for selling capital solutions to small businesses across the United States. This is an exciting opportunity to be part of a dynamic company that specializes in providing financial resources to help small businesses thrive and grow.

Responsibilities:

-Prospect and generate leads: Identify potential small business clients through various channels such as online research, networking events, cold calling, and referrals.

-Present and sell capital solutions: Articulate the benefits and features of our capital products to potential clients, highlighting how our offerings can support their business growth and success.

-Build and maintain relationships: Develop strong relationships with clients by providing exceptional customer service, being responsive to inquiries, and addressing any concerns or issues.

-Negotiate and close deals: Collaborate with clients to negotiate terms, rates, and repayment options to reach mutually beneficial agreements. Close sales and facilitate the loan application process.

-Achieve sales targets: Meet or exceed monthly and quarterly sales targets to contribute to the company’s growth and success.

-Maintain accurate records: Document client interactions, sales activities, and relevant information in the CRM system to ensure proper tracking and follow-up.

-Collaborate with internal teams: Coordinate with the underwriting and support teams to ensure a smooth loan application and funding process for clients.

-Provide feedback and insights: Share market feedback, client suggestions, and competitive intelligence with the management team to help shape product offerings and sales strategies.

Qualifications:

-Previous sales experience preferred, preferably in the financial services industry or related field. But extremely willing to coach someone who is willing to learn.

-Strong communication and interpersonal skills to effectively engage and build relationships with small business owners.

-Demonstrated ability to work independently and manage time effectively to achieve sales targets.

-Excellent negotiation and closing skills to successfully convert leads into sales.

-Self-motivated and driven to exceed sales goals and maximize earning potential.

-Familiarity with small business financing options and knowledge of capital products is a plus.

-Proficiency in using CRM systems and other sales tools to track and manage leads and opportunities.

-Ability to adapt to a fast-paced and evolving sales environment