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.
About the role
- Consultor Comercial Junior managing leads and sales through digital channels for SolarGrid. Responsible for client engagement, proposals, and sales strategy execution.
Responsibilities
- Handle leads generated through digital channels (marketing, referrals, partnerships, and inbound);
- Qualify opportunities by phone, WhatsApp or video call, understanding the client's profile and needs;
- Conduct remote sales meetings and presentations;
- Prepare commercial proposals, send contracts and support the client through to closing;
- Record and keep all contact, negotiation and history information up to date in the CRM;
- Actively follow up with leads at different stages of the funnel, respecting SLAs and best practices;
- Meet daily and monthly targets for calls, proposals sent, deals closed and conversions;
- Participate in team alignment meetings, trainings and continuous improvement sessions;
- Occasional participation in in-person sales campaigns across multiple states;
Requirements
- Knowledge of CRM tools – RD Station;
- Knowledge of sales strategies and negotiation techniques;
- Availability to travel;
- Intermediate Excel;
- Driver's license preferred.
Benefits
- Health insurance
- Dental plan
- Meal allowance
- Transportation voucher (Total Pass)
- Day off
- Life insurance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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