This role is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value clients
Job Summary
This role is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value clients.
The position requires being in the field a minimum of 80% of the time to deliver a branded customer experience within aligned sales portfolios.
Employees are eligible for formulaic incentives based on performance against defined metrics and receive industry-leading benefits including paid time off.
Matching Summary
This role is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value clients.
Salary
Base: $75,000.00 - $110,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Consultative sales in financial services
Prospecting and networking for new clients
Interpreting financial statements and cash flow
Field presence minimum of 80% of time
Knowledge of small business financial products
Nice-to-have
Community leadership experience
Strong multitasking computer skills
Passion for enhancing client relationships
Experience with CRM platforms
Inclusive workplace culture alignment
Key Requirements
Proven success in consultative B2B sales
Ability to analyze financial conditions and trends
Excellent communication and leadership ability
Thorough knowledge of credit documentation
Undergraduate degree or seven years relevant work experience