SALES REPRESENTATIVE
About The Position
The Financial Solutions Sales Specialist is responsible for achieving established sales goals in their assigned territory. The role represents Edge One professionally, develops knowledge of the company’s solutions, and builds relationships with prospects to identify their needs and offer appropriate solutions. The representative negotiates investment terms while maintaining corporate margin objectives and supports customers after the sale through fulfillment to ensure satisfaction and develop additional business. The position also involves territory and account research, CRM updates, strategic planning with the Financial Solutions Team Leader, trade show participation, training, marketing development, timely completion of expense reports and other paperwork, and assistance with other projects as directed by management. The representative must follow the company’s accepted selling approaches: Counselor Selling, R3, and Value Selling.
Requirements
- Bachelor’s degree or equivalent.
- Working knowledge of banking practices and associated technologies is a plus.
- Experience with self-service and assisted self-service solutions for the banking industry is highly desirable.
- Specific knowledge of the financial institution marketplace in the state in question is highly desirable.
Nice To Haves
- Master’s degree preferred.
- Certification in sales development classes is a plus.
- Working knowledge of banking practices and associated technologies.
- Experience with self-service and assisted self-service solutions for the banking industry.
- Specific knowledge of the financial institution marketplace in the state in question.
Responsibilities
- Achieve or surpass sales goals.
- Process sales with appropriate paperwork in a timely manner.
- Represent Edge One professionally and positively as a company ambassador.
- Develop and maintain knowledge of all solutions marketed by Edge One.
- Build relationships with prospects to determine and address their needs using Edge One solutions.
- Negotiate investment terms with prospective customers while maintaining corporate margin objectives.
- Gather information on accounts in the assigned geographical territory, enter it into Edge One’s CRM system, and update it as needed.
- Work with customers after the sale through fulfillment to ensure satisfaction and develop additional business.
- Prepare strategic and specific plans with the Financial Solutions Team Leader to increase the amount and size of successes.
- Attend and work trade shows as required.
- Attend or complete training assigned by Edge One Management.
- Develop new ways to market Edge One and its solutions.
- Prepare expense reports and other required non-sales paperwork in a timely and professional manner.
- Assist with other Edge One projects as deemed appropriate by management.
- Adhere to the company’s accepted selling approaches: Counselor Selling, R3, and Value Selling.
