Business Development Representative - Financial Sales
Shamrock•Houston, TX
About The Position
RTS and Shamrock Trading Corporation are seeking a Business Development Representative for RTS Financial. This sales role supports and manages new and existing accounts. The ideal candidate is self-motivated and has a dynamic, ambitious, and outgoing personality.
Requirements
- Bachelor’s degree preferred, and/or 2+ years of customer service or account management experience.
- Excellent computer skills, including Salesforce and Microsoft Office Suite.
- Ability to multitask and thrive in a fast-paced environment.
- Critical thinking and negotiation skills.
- Strong written and verbal interpersonal communication skills.
Nice To Haves
- Desire to work in a competitive sales and team environment.
- Attention to detail and a goal-driven mindset.
- Passion for learning and building relationships.
- Self-motivated personality with the confidence to seek guidance and direction as needed.
- Bilingual skills.
Responsibilities
- Work closely with sales teams to set up new business and ensure successful onboarding.
- Build and maintain strong, long-lasting relationships through clear communication.
- Analyze existing client accounts to identify opportunities for sales growth through upselling and cross-selling.
- Negotiate spreads and maximize profitability on all business.
- 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 promptly.
- Participate in strategic planning, including corporate positioning, competitive analysis, customer segment selection, and penetration plans.
- Assist in product marketing, including product launch management, new business development, presentations, sales tools, and competitive analysis.
- Continually refine processes as necessary to stay in front of customers in relevant industries.
- Track metrics for all programs and activities.
- Perform other duties as assigned.
