The role is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million
Job Summary
The role is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million.
Employees are expected to be in the field a minimum of 80% of the time to foster relationships and drive sales opportunities.
This position offers an annualized salary range of $90,000.00 to $110,000.00 along with eligibility for formulaic incentives and industry-leading benefits.
Matching Summary
The role is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million.
Salary
Base: $90,000.00 - $110,000.00 annualized; Bonus/Equity: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits including paid time off and wellness resources
Skills & Requirements
Must-have
Consultative sales in financial services
Interpret financial statements and cash flow
Prospecting and networking for new clients
Manage client portfolio and deepening relationships
Knowledge of small business financial products
Nice-to-have
Community leadership experience
Strong computer skills with multitasking ability
Bachelor's degree in business or finance
Experience with CRM platforms and banking systems
Coaching and developing associates and clients
Key Requirements
Proven success in consultative B2B sales
Ability to analyze financial conditions and trends
Thorough knowledge of small business products
High School Diploma/GED or seven years relevant experience