Sales Representative

Williston Financial group•Boerne, TX

6d•Hybrid

About The Position

Sales Representatives are skilled in obtaining leads and closings, and are responsible for generating new revenue through the sales of the company’s services. In addition to possessing excellent customer service skills, the Sales Representative works directly with executives and key personnel to identify, strategize, prioritize, and pursue new and existing opportunities. The ideal candidate will understand the need to continuously develop and feed a sales funnel, generate new opportunities, and close on opportunities in order to a thrive in a fast paced agile working environment.

Requirements

Proven sales experience; experience negotiating and closing.
Knowledge of sales principles and methods of selling products and services; including marketing strategy, tactics and sales techniques.
Some roles require a minimum of 5 years of business sales experience, including a minimum of two years of successfully selling services.
Ability to understand and apply market intelligence to sales strategies, identify client needs and make recommendations.
Executive presence to influence senior decision-makers.
Knowledge of financial and servicing industry.
Excellent interpersonal and leadership skills including the ability to work well independently and in a team environment.
Strong customer service ethic and outstanding ethical standards.
Meets or exceeds Federal & State compliance requirements.
Possess solid negotiation and closing skills.
High school diploma or equivalent.
Strong Oral and written communication skills.
Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices.
Ability to multi-task and work in a fast paced environment; strong organizational skills.
Must successfully pass a criminal history background check.

Nice To Haves

Bachelor’s degree in business, finance or related field.
3-5 years experience in Title Insurance/Settlement Services Sales.
Title Marketing License or able to qualify and obtain the license with the Department of Insurance.
Interactive software such as Zoom, BombBomb, and Bam! knowledge and skills required.

Responsibilities

Adhere to company policies and culture.
Identify and initiate contact with potential clients and opportunities.
Qualify potential clients to ensure a match for the Company’s client criteria.
Retain communication and build relationships with clients by making inperson and virtual calls.
Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
Obtain and maintain knowledge of services offered on company and client sides.
Maintain knowledge of industry regulations.
Maintain CRM daily with customer contacts and details.
Identify and pursue key decision makers.
Communicate with Sales leadership on a regular basis.
Participate in events such as trade shows and/or sales conferences.
Stay abreast on current trends and industry changes.
Strive to continuously meet or exceed performance goals and departmentally defined objectives.
Ability to travel based upon client or company needs.