Retail Engagement Specialist
About The Position
The Retail Engagement Specialist is a field-based role responsible for building relationships with retail merchants, increasing awareness of a client’s financial services and program, and supporting business growth across an assigned territory. The specialist visits local retail locations, educates merchants about products and program benefits, provides on-site support, places and maintains point-of-sale materials, and documents activity and feedback using mobile tools and reporting systems. The role involves daily travel within the assigned territory and approximately 22–35 retail visits per day, depending on geography and scheduling. Work includes in-store engagement, driving, and administrative follow-up. The specialist works independently with support from leadership and training teams, and may travel to major markets and events for product launches. The schedule is Monday through Friday, with no weekends.
Requirements
- High school diploma or equivalent experience.
- Six months of prior sales, promotion, retail, or marketing experience.
- Strong communication, presentation, interpersonal, and problem-solving skills.
- Demonstrated knowledge of products and services.
- Impeccable integrity and commitment to customer satisfaction.
- Ability to multitask in a fast-paced, team environment.
- Ability to maintain customer confidentiality.
- Ability to lift and carry up to 15 pounds at a time.
- Reliable transportation within the assigned territory; the role requires a personal vehicle, valid driver's license, proof of insurance, and successful completion of an MVR screening.
- Ability to work independently in a field-based environment and manage a daily route.
Nice To Haves
- Prior retail, sales, field marketing, or customer-facing experience is a plus.
Responsibilities
- Visit retail locations within the assigned territory and engage merchants professionally.
- Introduce and educate new merchants on the client’s financial services, products, and program benefits.
- Provide on-site support, answer questions, and address merchant concerns.
- Place and maintain point-of-sale signage, materials, and branding inside or outside retail locations.
- Advise merchants by providing product information and promote merchant awareness.
- Audit and record competitive products, promotions, merchandising, displays, and merchant feedback.
- Travel to major markets and events for product launches and assist with launch-related activities as needed.
- Track and communicate activity accurately to Retail Operations using mobile tools and reporting systems.
- Submit feedback reports in a timely manner and maintain appropriate documentation for each visit.
- Schedule store visits at least two weeks in advance and meet quarterly visit goals and weekly in-store time goals.
- Work with leadership to meet territory goals and coverage expectations.
- Establish and influence business relationships through merchant awareness, point-of-sale placement, and consistent productivity.
Benefits
- 10% monthly bonus opportunity.
- No weekends.
- Weekly pay, with DailyPay options available.
- Paid training and onboarding support.
- Mileage reimbursement and paid travel time.
- Next-day pay options.
- Medical, dental, and vision benefits.
- Paid time off.
- 401(k).
- Company-provided mobile device and materials.
- Paid holidays.
- Long-term career pathing options.
- Personal development opportunities.
- Professional stretch assignments.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
