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 and drive sales opportunities.
Employees are eligible for a formulaic incentive plan 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: $90,000.00 - $110,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Proven success in consultative sales
Ability to interpret financial statements
Experience with outside sales prospecting
Knowledge of small business financial products
Minimum 80% time spent in the field
Nice-to-have
Community leadership experience
Strong computer skills for multitasking
Passion for enhancing client relationships
Excellent communication and leadership ability
Familiarity with CRM platforms
Key Requirements
Bachelor's Degree or seven years relevant work experience