Sales Representative - Financial Institutions

About the position

Responsible for prospecting and running Heartland Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to ultimately close deals within a fast sales cycle. As a Financial Institutions Relationship Manager (FI-RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition to clients via Atlas CRM and Salesforce, upselling current clients on other Heartland products and services, and maintaining regular communication with the Financial Institutions District Manager.

Responsibilities

• Engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with your FI partners.
• Foster strong relationships, ensuring alignment with branch goals, and serve as a key resource to drive collaboration and success.
• Prospect new clients into the North America Merchant Services realm.
• Maintain existing/prospective client records in the CRM system, including call notes, scheduled client interactions, and contact information.
• Engage with assigned FI partner through weekly branch visits, monthly training sessions, bank meetings, and huddles.
• Achieve minimum production requirements, including setting first time appointments to secure quota.
• Continuously build and develop knowledge of current product/service portfolio and industry trends.
• Attend weekly team meetings, one-on-one sessions, and semi-monthly field rides with District Manager.

Requirements

• 18 years of age or older.
• Valid driver's license necessary for regular driving to visit client sites.
• Background check will be conducted after a conditional offer of employment.
• Completion of mandatory drug screening on or near 60th day of employment.
• Ability to be in the field a minimum of 75% of the time.

Nice-to-haves

• High school diploma/GED.
• At least two years of relevant experience.

Benefits

• Medical, dental and vision care.
• EAP programs.
• Paid time off.
• Recognition programs.
• Retirement and investment options.
• Charitable gift matching programs.
• Worldwide days of service.