Outbound Sales Associate - Merchant Services
About The Position
Description Summary: Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors, to conduct more robust solutioning conversations. You will connect with business owners and set the stage for better cash flow and payments collection services conversations in order to meet assigned production goals. You will partner closely with merchant services sales team members and leaders. as well as communicate with bank colleagues as necessary, to keep them apprised of your calling efforts. Duties and Responsibilities: Place outbound calls through a variety of lead sources; discover needs of customer; explain the high-level features and benefits of merchant products and services; recommend appointment with sales advisor and schedule those appointments, in order to meet assigned production goals. Actively prospect and build relationships with new clients, converting leads into valuable appointments. Leverage partners to learn products and services in order to maximize cross sales opportunities. Accurately report out all leads and status updates within the CRM (customer relationship management system) and understand trends in your sales behaviors by using dashboards and reports. Stay informed about industry trends, competitive offerings, and client needs to identify new cross-selling opportunities. Adhere to all company policies and procedures, including compliance regulations related to the payments industry. Perform other duties and projects as assigned.
Requirements
- High School Diploma, GED, or equivalent
- 2 years of sales experience in financial services, especially merchant services
Nice To Haves
- Exceptional communication and relationship-building skills.
- Proven ability to close deals and achieve ambitious targets.
- Sales expertise in the business space from $0-$3 million in annual sales.
- Expertise in virtual sales in a call center environment.
- Ability to multitask in a fast-paced environment.
- Strong problem-solving skills and a customer-centric approach.
- Juggle complex tasks efficiently within a fast-paced environment.
- Participate in occasional team meetings in person.
- Utilize technology effectively to manage your workload and client relationships.
- Approach challenges creatively and find solutions that benefit both clients and the bank.
- Proficiency in MS Office suite and willingness to travel minimally.
- 2-5 years’ experience in merchant services sales in a call center environment
- Bonus points for fluency in an additional language
- Proficiency in Salesforce
Responsibilities
- Place outbound calls through a variety of lead sources
- Discover needs of customer
- Explain the high-level features and benefits of merchant products and services
- Recommend appointment with sales advisor and schedule those appointments, in order to meet assigned production goals
- Actively prospect and build relationships with new clients, converting leads into valuable appointments
- Leverage partners to learn products and services in order to maximize cross sales opportunities
- Accurately report out all leads and status updates within the CRM (customer relationship management system) and understand trends in your sales behaviors by using dashboards and reports
- Stay informed about industry trends, competitive offerings, and client needs to identify new cross-selling opportunities
- Adhere to all company policies and procedures, including compliance regulations related to the payments industry
- Perform other duties and projects as assigned
Benefits
- health insurance coverage
- wellness program
- life and disability insurance
- retirement savings plan
- paid leave programs
- paid holidays
- paid time off (PTO)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
