Financial Sales Representative
Looking for someone with a proven work experience, including a minimum 3 to 5 years of FINANCIAL sales experience.
The position reports directly to the President and the incumbent is responsible for originating and managing:
1. Direct Equipment Contractor/Vendor financing programs;
2. Direct end-user financing transactions;
3. Transactions originated through independent third parties.
Responsibilities:
1. Compliance with company corporate policies, practices, guidelines, and philosophies, including:
(a) satisfying company assignee marketing, documentation and pricing requirements;
(b) Company marketing, credit, documentation and pricing considerations;
(c) and company Escrow/Trustee pricing and documentation policies and requirements;
2. Solicitation of assigned existing and prospective contractor/customers for the purpose of developing additional business relationships and financing opportunities;
3. Thorough knowledge and understanding of individual contractor/customer relationships, assigned to, or developed by you, in order to accurately convey to company staff and prospective investors, specific contractor program and transaction related issues;
4. Conferring with appropriate management, legal and support staff to confirm that individual program and transaction submissions comply with company and investor objectives and requirements, including pricing, structural, and solicitation guidelines;
5. Participation in identifying and soliciting transaction investors;
6. Submission of written monthly and quarterly sales and syndications reports detailing that month’s solicitation and syndications efforts and customer/investor responses.
Specific Duties:
1. Establish, develop and maintain positive Contractor; Host-Customer, Investor and Escrow Agent relationships
2. Expedite the positive resolution of Contractor, Host-Customer; Investor, and Escrow Agent requests, complaints, or problems;
3. Coordinate sales effort with company sales support staff members;
4. Achieve assigned sales targets, outcomes and customer satisfaction;
5. Stay informed on market competitors and industry best practices;
6. Share experiences and feedback with corporate management and legal.
Required Qualifications:
• BA/BS in Finance, Economics, Business, or related field;
• Proven work experience, including a minimum 3 to 5 years of financial industry sales experience;
• Highly motivated and target driven with a proven record of sales;
• Strong knowledge of industry financial products and sales tactics;
• Strong organizational and planning skills;
• Financial pricing skills, including present value analysis;
• Excellent selling, negotiation and communication skills;
• Strong written and verbal skills Proficient in Microsoft Windows, Word, Outlook, and Excel;
• Proficient in the use of standard office equipment;
• Attention to detail and a focus on accuracy and thoroughness;
• Ability to create and deliver presentations tailored to the audience needs;
• Ability to work independently with minimal supervision;
Salary: Base Salary of $125K. Company will provide you with a base draw against commission
Health Benefits
Dental Benefits
401K
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