UG
United Placement GroupOutside Sales Representative – Warm Leads
Outside Sales Representative focusing on warm leads, helping families with estate planning solutions. Enjoy a flexible schedule while making a difference in seniors' futures.
About the role
- Make 100–150 outbound calls daily or generate a minimum of 37 new applications per month
- Guide new customers through the onboarding process
- Provide additional information to prospective clients as needed
- Conduct rate analyses when required
- Build and maintain relationships with new and existing referral partners
- Support the in-house sales team as needed
- Prepare materials for mailing campaigns
- Assist with marketing and promotional initiatives
- Attend tradeshows, association meetings, and events as needed
- Promote value-added products such as Clover, Cash Advance, and Telecheck
- Consistently meet or exceed monthly performance targets
Requirements
- High school diploma required; bachelor’s degree preferred
- Minimum of 1 year of sales experience, required
- Experience in banking or merchant services industry is a plus
- Excellent verbal and written communication abilities
- Strong interpersonal and relationship-building skills
- Demonstrated integrity and professionalism
- Analytical skills for reviewing and interpreting statements
- Team-oriented, assertive, goal-driven, and highly motivated
- Ability to thrive in a fast-paced, high-pressure sales environment
- Strong phone presence and communication skills.
Benefits
- Flexible working
- Extensive training
- Strong team cohesion
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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