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
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.
The position requires being in the field a minimum of 80% of the time to deliver a branded customer experience and drive sales opportunities.
Employees are eligible for industry-leading benefits, access to paid time off, and participation in a formulaic incentive plan based on performance metrics.
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.
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
Interpret financial statements and cash flow
Prospecting and networking for new clients
In-person client engagement 80% of time
Knowledge of small business financial products
Nice-to-have
Community leadership experience
Strong computer skills and multitasking
Bachelor's degree in business or finance
Experience with CRM platforms
Coaching and developing associates
Key Requirements
Proven success in consultative B2B sales
Ability to analyze financial conditions and trends