Senior Business Development Consultant

ESOP Partners•Appleton, WI

11d

About The Position

The Senior Business Development Consultant is responsible for supporting the company’s sales goals through consultative sales techniques and great customer service, maintaining quality relations with existing accounts, and obtaining new business clients.

Responsibilities

Proactively builds and maintains referral based relationships with business advisors inside and outside of the ESOP industry.
Educates potential clients on financial and tax implications of Employee Ownership.
Develops maximum sales potential through competitive consultative sales techniques and knowledge of the company’s products and services as well as the competition’s strengths and weaknesses.
Builds and maintains quality relations with existing assigned accounts and increases account base and volume of sales on a consistent basis.
Contacts customers via telephone, email correspondence, social media, or in person by traveling as frequently as necessary to meet and surpass profitable sales goals for the company.
Utilizes company leads to expand current client base and follows up on all leads promptly.
Assesses quality of offerings and identifies additional value-added services for prospects and current clients.
Creates customized proposals to meet specific client requirements in an efficient manner.
Stays abreast of market conditions regarding products, product updates, service offerings, and new technologies through available resources.
Offers suggestions on marketing techniques to increase ESOP Partners awareness.
Maintains updated, organized files and CRM notes on all accounts.
Completes and submits weekly sales reports on account activity, outstanding proposals, proposals secured, and proposals lost with complete documentation.
Accountable to present an annual sales budget to management for approval. An established approval process will be followed should the budget need to be adjusted throughout the year.
Assist in the collection of aging account balances; commissions will only be paid on revenue collected on client balances.
Ability to understand and analyze financial statements.