Sales Executive

General Description

Sells financial, insurance or mortgage services to new or current customers of financial institution by performing the following duties outside of company’s premises:

Essential Duties and Responsibilities

Travels throughout assigned territory to contact regular customers, prospective customers, and referral leads. Interview and provide orientation to clients and prospects to offer best available product. Attain annual and monthly sales goals. Makes presentations on products and services to groups to attract new clients outside of company’s premises, preferably at client’s place of business whenever is possible. Attend sales and trade meetings and activities to develop new business prospects. Complete applications or loan origination outside of company’s premises, preferably at client’s place of business whenever is possible. Promotes cross-selling of other financial services offer by the corporation. Builds and maintains relationships with customers.

Compiles lists of prospective clients to provide leads for additional business and cross-selling opportunities. Prepares proposals to sell products and services. Pre-qualify potential clients according to customers' financial capabilities. Prepare good faith estimate or quotes. Evaluates costs and revenue of agreements to determine if they are profitable to continue. Reviews business trends and advises customers regarding expected fluctuations. Prepares reports of business transactions, forms and agreements to complete sales. Follow standard operating procedures and Quality Service Standards. Assure compliance with all applicable regulations on a timely basis.

Minimum Education

Bachelor's Degree in Business Administration

Experience

One to two years related experience.

Certifications / Licenses

No certifications or license needed.

Competencies

Accountability
Analytical Discipline
Collaboration & Teamwork
Change Agent
Customer Centric
Self Development
Business Excellence
Character

Additional Information

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

Job Segment:

Sales Management, Outside Sales, Sales