Business Development Representative - Financial Sales

Responsibilities

include but are not limited to :

• Work closely with sales team to retain and gain new business
• Effectively present and explain financial products and their intended value
• Negotiate spreads and maximize profitability on all business
• Build and maintain strong, long-lasting relationships and communication
• Analysis of existing client accounts with the goal of identifying upselling and cross-selling sales growth opportunities
• Ensure the timely and successful delivery of requests and solutions according to client needs and objectives
• Communicate the status of all client relationships clearly and timely
• Assist with high severity requests or issue escalations as needed
• Ensure all required processes are used to maximize performance and yield and achieve consistency with strategies set by senior management
• Participate in strategic planning, including corporate positioning, competitive analysis, customer segment selection and penetration plans
• Assess market potential, competitive pricing and profitability for existing business models and assist in developing documentation for new models
• Assist in product marketing, including product launch management, new business development, presentations, sales tools, and competitive analysis
• Continually refine all processes as necessary to stay in front of customers in relevant industries
• Track metrics for all programs and activities

Qualifications

• Bachelor’s degree or 2+ years of customer service or account management experience
• Passion to learn and relationship driven
• Desire to work in a competitive sales and team environment
• Excellent computer skills (Salesforce and Microsoft Office Suite)
• Highly organized with the ability to multi-task
• Self-motivated and self-sufficient, while having the confidence to seek guidance and direction as needed
• Critical thinking and negotiation skills
• Attention to detail
• Strong interpersonal communication skills, both written and verbal

Benefits Package At Shamrock we hire bright, ambitious people and give them the tools they need to be successful. By investing in training and development, we hope to become a long-term career for employees, where there are always opportunities for advancement.

Shamrock also offers a premier set of benefits for employees and their families :

• Medical : Fully paid healthcare, dental and vision premiums for employees and eligible dependents
• Work-Life Balance : Competitive PTO, paid leave policies and eligibility for work from home opportunities after an introductory period
• Financial : Generous company 401(k) contributions and employee stock ownership after one year
• Wellness : Onsite gym and discounted membership to nearby fitness center
8 days ago