Sales Representative

HR•New Braunfels, TX

137d•Remote

About The Position

Williston Financial Group (WFG), based in Portland, Oregon, is the parent company of national title insurance and settlement services providers, including WFG Lender Services and WFG National Title Insurance Company. WFG provides title insurance and settlement services for residential and commercial mortgage and real estate transactions nationwide. Sales Representatives generate new revenue by identifying leads, developing opportunities, and closing sales of the company’s services. They work directly with executives and key personnel to identify, prioritize, strategize, and pursue new and existing business. The role requires developing and maintaining a sales funnel, providing excellent customer service, and thriving in a fast-paced, agile environment. This is a full-time position, Monday through Friday, 8:00 a.m. to 5:00 p.m. Part-time positions may be considered. The work is performed remotely in the field for sales calls, meetings, and client follow-up; depending on location, the employee may also work in a professional office environment. Travel is expected.

Requirements

High school diploma or equivalent.
Strong oral and written communication skills.
Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices.
Ability to multitask and work in a fast-paced environment, with strong organizational skills.
Must successfully pass a criminal history background check.
Knowledge of sales principles and methods for selling products and services, including marketing strategy, tactics, and sales techniques; some roles require at least five years of business sales experience, including at least 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 the financial and servicing industry.
Excellent interpersonal and leadership skills, including the ability to work independently and as part of a team.
Strong customer service ethic and outstanding ethical standards.
Meet or exceed Federal and State compliance requirements.
Solid negotiation and closing skills.
Knowledge and skills with interactive software such as Zoom, BombBomb, and Bam!.

Nice To Haves

Bachelor’s degree in business, finance, or a related field.
Three to five years of experience in Title Insurance/Settlement Services Sales.
Title Marketing License, or ability to qualify for and obtain the license with the Department of Insurance.

Responsibilities

Adhere to company policies and culture.
Identify and initiate contact with potential clients and opportunities.
Qualify potential clients to ensure they match the company’s client criteria.
Negotiate and close sales.
Retain communication with clients and build relationships through in-person and virtual calls.
Engage in WFG’s company culture, emphasizing its 4 Cs, quality of work, and high performance.
Maintain knowledge of services offered by the company and its clients.
Maintain knowledge of industry regulations.
Update the CRM daily with customer contacts and details.
Identify and pursue key decision-makers.
Communicate regularly with Sales leadership.
Participate in events such as trade shows and sales conferences.
Stay informed about current trends and industry changes.
Meet or exceed performance goals and departmentally defined objectives.
Travel as needed based on client or company needs.