Merchant Consultant

Universal Processing • San Jose, CA

1d • $4,500 - $4,500

About The Position

The Merchant Consultant is a mid-level sales position and the first point of contact for clients. The consultant represents Universal Processing by introducing its business solutions and helping small and medium-sized businesses identify suitable payment, merchant financing, and marketing solutions. The role involves prospecting, meeting clients in person, analyzing payment-processing statements, preparing proposals, following up with leads, closing sales, developing lead sources and sales opportunities, and maintaining referral and affiliate relationships. Candidates should be goal-driven, resilient, people-oriented, self-motivated, and able to work independently.

Requirements

• Must be authorized to work in the United States at the time of hire.
• Bilingual proficiency in English and a second language, including the ability to read and write in both languages.
• High school degree or equivalent.
• Two to four years of sales and/or customer service experience.
• Strong communication, critical-thinking, detail-oriented, and analytical abilities.
• Strong desire to succeed in a competitive market and self-motivation.
• Ability to work independently and be results-driven.

Nice To Haves

• Previous experience in the merchant services industry is an asset.
• A bachelor’s degree in Business, Business Administration, Communications, Finance, or a related field is preferred.

Responsibilities

• Generate leads, cold-call, and prospect potential clients.
• Conduct in-person meetings to determine customer needs and present customized payment, merchant financing, and marketing solutions.
• Assess clients’ payment-processing statements, perform pricing analyses, and initiate proposals.
• Follow up with potential merchants by reviewing product and service features, benefits, and terms.
• Close sales in a timely and effective manner.
• Identify, develop, and maintain new lead sources.
• Develop sales opportunities within the existing client base.
• Build and maintain relationships with referral sources and affiliates.
• Create and develop marketing programs to increase sales.

Benefits

• One month of paid on-the-job training.
• Medical coverage.
• Vision coverage.
• Dental coverage.
• Generous paid time off.
• 401(k).
• Uncapped commission.
• Bonuses.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED