Sales Development Representative I - HYBRID - Waterford

Virginia Credit Union • Midlothian, VA

1d • Hybrid

About The Position

This position works a hybrid rotation schedule. 2-3 days in office and 2 days work from home each week. PRIMARY FUNCTION: The ideal Sales Development Representative (SDR) has a strong desire to uncover the needs of the member or prospects, excels at outbound calling, can start new relationships, meticulously follows the sales process and can successfully close the sale. They should be a quick learner with strong communication skills, and have the ability to showcase our offerings in a compelling way. Understands that every interaction is an opportunity to help our members attain financial success while achieving the desired member acquisition levels, and profitability.

Requirements

• Strong communication skills via phone and email
• Proven creative problem-solving approach and strong analytical skills
• Strong desire and ability to move up within a sales organization
• Sound judgment
• Ability to handle difficult situations
• Ability to handle multiple tasks
• Least 5 years of relevant work experience
• 2-3 years of sales experience, with a history of exceeding sales targets
• Minimum of high school diploma or equivalent.
• Must be able to be actively registered with the Nationwide Mortgage Licensing System and Registry (NMLS)

Nice To Haves

• Some college education or business courses preferred
• Customer/member service experience, preferably at a financial institution

Responsibilities

• Represent our company’s products and services, starting with a comprehensive understanding and using proper interviewing techniques to identify how our solutions best meet the member’s needs
• Be an educator that can leverage insights to assist solving real financial problems our members may encounter
• Find ways to help our members engage and deepen their relationships
• Generate sales, primarily in lending, by working leads provided, uncovering additional opportunities, continuous follow-up and knowing how to close the deal.
• Manage and maintain a pipeline of interested prospects/members and engage for next steps based on their needs or timeline
• Have the skills necessary to handle difficult conversations and responses from members while remaining driven and positive.
• Identify best practices to refine the company’s lead generation playbook
• Utilize CRM, calling, and email to generate new sales opportunities
• Identify prospect/member’s needs and suggest appropriate products/services
• Help our members build long-term trusting relationships with Virginia Credit Union.
• Perform basic calculations to provide members and prospects with accurate financial information necessary to make informed decisions
• Educate our members on our digital solutions and ways to self-service
• Proactively seek prospect opportunities through member interactions
• Support the on-boarding process and our frontline prospect generating departments
• Setup new memberships, open new accounts, refer sales leads to our partners
• Provide expert advice in the area of lending with the ability to get the application and monitor until closed
• The ability to multitask frequently and in many instances update records in our systems while conversing with members.
• Responsible for ensuring that business goals and individual member service and sales goals are consistently met.

Benefits

• We’re proud of the opportunities, training, benefits and work-life balance we provide to those who help people take their money further, and reach their goals sooner.
• We strive to provide a culture where employee development, teamwork, integrity, respect and quality of life are the cornerstones of delivering superior member experience.
• In return, we offer employees a challenging and rewarding work environment and are committed to maintaining an atmosphere that promotes teamwork and continual improvement.

What This Job Offers

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