Retail Engagement Specialist

2020 Companies•Fort Worth, TX

About The Position

The Retail Engagement Specialist is a field-based role responsible for building relationships with retail merchants and increasing awareness of a client’s financial services and programs across an assigned territory. The specialist visits local retailers, educates merchants about products and program benefits, provides on-site support, and helps ensure a positive customer experience. The role involves daily travel, typically 22–35 retail visits per day depending on geography and scheduling, with a mix of in-store engagement, driving, and administrative follow-up. Specialists place and maintain point-of-sale materials, record visit activity and merchant feedback, audit competitive products and promotions, and coordinate with leadership and Retail Operations to meet territory goals. Travel to major markets and events for product launches may also be required. The schedule is Monday through Friday. The position pays $23 per hour, with a 10% monthly bonus opportunity. Applicants need a personal vehicle, valid driver’s license, proof of insurance, and successful completion of an MVR screening.

Requirements

High school diploma or equivalent experience.
Six months of prior sales, promotion, retail, or marketing experience.
Demonstrated knowledge of products and services.
Excellent communication, presentation, interpersonal, and problem-solving skills.
Integrity and commitment to customer satisfaction.
Ability to work independently in a field-based environment and manage a daily route.
Organization, reliability, adaptability, professionalism, and a customer-focused approach.
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; a personal vehicle, valid driver’s license, and proof of insurance are required.
Successful completion of a Motor Vehicle Record screening.

Nice To Haves

Prior retail, sales, field marketing, or customer-facing experience.

Responsibilities

Visit retail locations within the assigned territory and engage merchants professionally.
Introduce and educate merchants about client products, financial services, 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 stores.
Advise merchants on products and build awareness of the program within the territory.
Audit and record competitive products, promotions, merchandising, displays, and merchant feedback.
Document visits and accurately track and communicate activity to Retail Operations using mobile tools and reporting systems.
Submit feedback reports in a timely manner and maintain appropriate visit documentation.
Schedule store visits two or more weeks in advance and meet or exceed quarterly visit and weekly in-store time goals.
Execute assigned activities during store visits and establish business relationships through merchant awareness, point-of-sale placement, and consistent productivity.
Work with leadership to meet territory goals and coverage expectations.
Travel to major markets and events for product launches and assist with launch-related activities as needed.