Business Development Representative - Financial Sales

Shamrock•Nashville, TN

About The Position

RTS and Shamrock Trading Corporation are seeking an entry-level Business Development Representative to support and manage new and existing RTS accounts. The role works closely with sales teams and clients to establish new business, support onboarding, identify sales growth opportunities, and deliver solutions aligned with client needs. The ideal candidate is self-motivated and has a dynamic, ambitious, and outgoing personality.

Requirements

Bachelor’s degree preferred and/or at least 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 with sales teams to set up new business and ensure successful onboarding.
Build and maintain strong, long-lasting client relationships through clear communication.
Analyze existing client accounts to identify upselling and cross-selling opportunities.
Negotiate spreads and maximize profitability on business.
Ensure timely and successful delivery of requests and solutions according to client needs and objectives.
Communicate the status of client relationships clearly and promptly.
Participate in strategic planning, including corporate positioning, competitive analysis, customer segment selection, and penetration plans.
Assist with product marketing, including product launch management, new business development, presentations, sales tools, and competitive analysis.
Refine processes as necessary to stay in front of customers in relevant industries.
Track metrics for programs and activities.
Perform other duties as assigned.