Financial Sales Representative

2 weeks ago


Naperville, United States Banner Personnel Full time
Job DescriptionJob Description

Financial Sales Representative


The position reports directly to the President and the incumbent is responsible for originating and managing:
1. Direct Equipment Contractor/Vendor financing programs;
2. Direct end-user financing transactions;
3. Transactions originated through independent third parties.


Responsibilities:
1. Compliance with company corporate policies, practices, guidelines, and philosophies, including:
(a) satisfying company assignee marketing, documentation and pricing requirements;
(b) Company marketing, credit, documentation and pricing considerations;
(c) and company Escrow/Trustee pricing and documentation policies and requirements;
2. Solicitation of assigned existing and prospective contractor/customers for the purpose of developing additional business relationships and financing opportunities;
3. Thorough knowledge and understanding of individual contractor/customer relationships, assigned to, or developed by you, in order to accurately convey to company staff and prospective investors, specific contractor program and transaction related issues;
4. Conferring with appropriate management, legal and support staff to confirm that individual program and transaction submissions comply with company and investor objectives and requirements, including pricing, structural, and solicitation guidelines;
5. Participation in identifying and soliciting transaction investors;
6. Submission of written monthly and quarterly sales and syndications reports detailing that month’s solicitation and syndications efforts and customer/investor responses.


Specific Duties:
1. Establish, develop and maintain positive Contractor; Host-Customer, Investor and Escrow Agent relationships
2. Expedite the positive resolution of Contractor, Host-Customer; Investor, and Escrow Agent requests, complaints, or problems;
3. Coordinate sales effort with company sales support staff members;
4. Achieve assigned sales targets, outcomes and customer satisfaction;
5. Stay informed on market competitors and industry best practices;
6. Share experiences and feedback with corporate management and legal.

Required Qualifications:
• BA/BS in Finance, Economics, Business, or related field;
• Proven work experience, including a minimum 3 to 5 years of financial industry sales experience;
• Highly motivated and target driven with a proven record of sales;
• Strong knowledge of industry financial products and sales tactics;
• Strong organizational and planning skills;
• Financial pricing skills, including present value analysis;
• Excellent selling, negotiation and communication skills;
• Strong written and verbal skills Proficient in Microsoft Windows, Word, Outlook, and Excell;
• Proficient in the use of standard office equipment;
• Attention to detail and a focus on accuracy and thoroughness;
• Ability to create and deliver presentations tailored to the audience needs;
• Ability to work independently with minimal supervision;



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