Inside Sales Representative

Raymond James • Pittsburgh, PA

6d • Onsite

About The Position

The Inside Sales Representative (ISR) broadens existing client relationships and seeks new business opportunities in a defined geography while working from the Pittsburgh offices. The role proactively contacts financial advisors to help them implement TriState Capital Bank strategies, particularly securities-based loan products. ISRs connect corporate resources with external sales partners to support sales goals.

The ISR collaborates with external sales partners and sales management to develop and implement business plans, expand relationships with existing financial-advisor clients, and identify potential new clients. The role supports relationship management, coordinates meetings and calls, assists with initial loan application completion, and helps plan territory meetings. The ISR leads selected business-plan activities and follows up on partner efforts, including meetings, presentations, conference preparations, and sales kits. The position also presents TriState product offerings, maintains a regional drip-marketing strategy, and develops product expertise to meet with advisors and deliver presentations independently or alongside an external partner.

The position is based in the Pittsburgh offices, with less than 25% travel. Compensation includes base salary or wages and may include additional compensation, discretionary bonuses, or commissions. Benefits may include medical, dental, vision, life and disability insurance, retirement savings, paid time off, and parental leave; eligibility and specific offerings may vary by position and employment status.

Requirements

• Bachelor’s degree in a finance-related discipline.
• 1–3 years of financial services experience, including prior financial sales or client-services experience with demonstrated achievement of goals.
• Experience with a CRM platform such as Salesforce.
• Excellent communication and interpersonal skills.
• Strong prospecting and customer-service skills.
• Ability to use independent judgment and critical thinking.
• Proficiency in Microsoft Office, specifically Excel and Word.
• Willingness to make independent decisions and improve processes that contribute to territory business objectives.
• Ability to develop innovative ways to demonstrate best practices for implementing TriState strategies and help clients identify investment opportunities.
• Motivation to work in a professionally competitive atmosphere.
• Interest in capital markets and how individual investors use asset-management and banking products to achieve financial goals.
• Unwavering commitment to doing what is right for clients and the company.

Nice To Haves

• Experience working with high-net-worth clients and top-producing advisors or agents.
• General knowledge of insurance, banking, lending, and the financial marketplace.

Responsibilities

• Collaborate with external sales partners and sales management to create and implement business plans to expand relationships with existing financial-advisor clients and identify potential new clients.
• Coordinate meetings and calls with clients and their financial advisors or staff to provide relationship-management support and assist with initial loan application completion.
• Assist external partners with scheduling key territory meetings.
• Lead selected aspects of the business plan and manage follow-up for external sales partner efforts, including meeting follow-ups, presentations, conference preparations, and sales kits.
• Present TriState product offerings to clients and explain how the offerings complement their businesses.
• Develop, implement, and maintain a drip-marketing strategy to keep TriState top of mind for regional lending opportunities.
• Maintain deep knowledge of product offerings and conduct one-on-one advisor meetings, deliver presentations, and participate in joint field meetings with external partners.

Benefits

• Medical, dental, and vision coverage may be offered.
• Life insurance may be offered.
• Critical illness and accident insurance may be offered.
• Disability benefits may be offered.
• Retirement savings may be offered.
• Paid time off, including vacation, holidays, and sick leave, may be offered.
• Parental leave may be offered.
• Compensation may include additional compensation, discretionary bonuses, or commissions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level