Identifies and pursues new leads, prospects, or clients through various means such as cold calling and referrals to achieve specified production goals
Conducts phone meetings with potential clients to discuss products or services, make proposal presentations, and demonstrate how offerings meet their needs
Communicates information regarding company products, services, and policies/procedures to new and existing clients
Negotiates terms and agreements to finalize sales and secure deals
Ensures that all required client paperwork is complete, accurate, and submitted on time
Strives to provide exceptional customer experience
Meets monthly quota goals on a consistent basis
Develops new business and maintains existing business relationships
Requirements
High School Diploma or GED
Maintain an average of $300,000 in monthly production
Bachelor's degree in a related field (preferred)
One (1) year of commercial, small business, equipment financing or related inside sales experience (preferred)
Experience using Customer Relationship Management (CRM) platforms and other applicable sales tools (preferred)
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