Inside Sales Representative

Raymond James • Pittsburgh, PA

8d • Onsite

About The Position

The Inside Sales Representative (ISR) broadens existing client relationships and pursues 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 resources at TriState’s corporate offices with external sales partners to help achieve sales goals.

The ISR collaborates with external sales partners and sales management to develop and implement plans for expanding relationships with existing financial-advisor clients and identifying prospective clients. The role supports client relationships, coordinates meetings and calls, assists with initial loan application completion, and helps manage territory schedules. The ISR also leads selected business-plan activities and handles follow-up on meetings, presentations, conference preparations, and sales kits.

The position presents TriState’s product offerings, maintains a regional drip-marketing strategy, and develops thorough product knowledge. The ISR conducts individual advisor meetings and presentations, as well as joint meetings with an external partner in the field. The role is based in the Pittsburgh offices, with travel of less than 25%.

Requirements

• Bachelor’s degree in a finance-related discipline; listed completed degree fields include Accounting, Business Administration, and Finance.
• 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 understanding capital markets and how individual investors use asset-management and banking products to achieve financial goals.
• Unwavering commitment to doing what is right for the client 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 that expand existing financial-advisor relationships 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 the external partner 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’s product offerings to clients and explain how the products complement their business.
• Develop, implement, and maintain a drip-marketing strategy to keep TriState top of mind for regional lending opportunities.
• Maintain in-depth knowledge of product offerings and conduct individual advisor meetings and presentations, as well as joint field meetings with the external partner.

Benefits

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

What This Job Offers

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