Financial Sales Consultant helping improve employee financial wellbeing through direct outreach and education. Selling PNC’s financial solutions while building client relationships and fostering loyalty.
CJ
Hybrid Sales Executive – Bilingual
Posted last month
About the role
- Sales Executive responsible for full sales cycle and nurturing profitable client relationships in a dynamic sales environment. Focused on lead generation, closing sales, and utilizing CRM systems.
Responsibilities
- Responsible for new business development in a highly productive, sales-driven environment.
- Responsible for the full sales cycle, from lead generation to close.
- Establish and nurture mutually profitable business relationships with clients.
- Identify and qualify potential clients, leads and referrals resulting in (# or $) sales per month.
- Initiate the sales process by scheduling appointments, understand account requirements, and make initial presentations.
- Closes sales by building rapport with potential accounts, explaining our service capabilities, overcoming objections, and preparing contacts.
- Conduct a minimum of 20 hours prospecting each week.
- Utilize and manage customer relationship management system (CRM) to maintain all client and lead information.
- Maintain and manage your Hot 25 list in the CRM.
- Maintain a positive work atmosphere by behaving and communicating in a manner so that you get along with Clients, co-workers and supervisors.
- Other duties as assigned.
Requirements
- High School diploma required, Bachelor’s Degree highly preferred.
- Two to three year prior history working in a B2B sales environment, and track record of success.
- “Hunter” sales acumen; goal driven and self-motivated.
- Prior sales training certificate, e.g., Sandler President Club, Dale Carnegie, etc., preferred.
- Strong written and oral communication, and interpersonal skills required.
- Demonstrated analytical, negotiating, problem-solving skills and highly detail-orientation (ability to follow-up).
- Problem-Solving skills – ability to find a solution for or to deal proactively with work-related.
- Valid driver’s license and clean driving record.
- Proficient in Microsoft Office (Word, Excel, etc.).
- Strong knowledge of CRM systems, or SFDC.
Benefits
- medical, dental and vision coverage
- supplemental insurance programs
- 401K
- competitive compensation package with guaranteed base salary and potential for uncapped commissions
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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