Operator Jobs

About The Position

Requirements

• Proven sales experience in a similar role, preferably in the financial services industry.
• Strong communication and interpersonal skills, with the ability to build rapport and establish trust with customers.
• Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Proficiency in using CRM systems and other sales-related software.
• A results-driven and target-oriented mindset, with a track record of achieving sales goals.
• Ability to work independently and as part of a team, contributing to a positive and collaborative work environment.
• Strong problem-solving skills, with the ability to identify and resolve customer issues effectively.
• A self-motivated and proactive approach to work, taking initiative and seeking opportunities for improvement.
• Excellent written and verbal communication skills, with the ability to present information clearly and concisely.
• A positive and enthusiastic attitude, with a passion for sales and a desire to drive business growth.

Responsibilities

• Make, obtain, and secure sales.
• Develop and maintain sales through product presentations and customer interaction on behalf of CORE clients as directed.
• Develop and maintain a Platinum Partner Portfolio, a minimum of 25 accounts by calling on them every 60 days.
• Make a minimum of 10 sales calls per week.
• Present a minimum of 3 clients on each sales call.
• Utilize CRM for planning & reporting sales activity, obtaining targets, objective planning, and self-management by entering all relevant information in real time and in accordance with all assigned deadlines.
• Maintain and update operator profiles: Buyer contacts, priority, market segments, attributes, size, buying group affiliation, distribution channel, client competitive information, etc.
• Manage administrative time in an effective manner.
• Preparing for and securing the necessary sales tools (samples, programs, digital presentation, etc.) needed for a professional sales presentation.
• Support team effort as needed and requested by management via company sales meetings, food shows, vendor fairs and district sales meetings.