Client Acquisition Specialist

6 days ago

Santee, California, United States Flores Financial Services Inc Full time
About the Role

We are seeking a highly motivated and results-driven Sales Associate to join our team at Flores Financial Services Inc. As a Sales Associate, you will play a critical role in driving revenue growth and expanding our client base.

Key Responsibilities
  • Securing New Business and Closing Sales:
    • Identify and research potential clients through various platforms, including online networking and referrals.
    • Develop and implement sales strategies to secure new business and close sales in alignment with customer success and company targets.
    • Conduct product demonstrations for prospective clients and develop, review, and report on the sales strategy.
    • Closing new business deals by developing and negotiating contracts, understanding pricing structures to best serve both the business and client needs, and managing NDAs for FLORES and prospective clients.
  • Collaboration with Marketing:
    • Work closely with the marketing team to align sales and marketing tactics and plans.
    • Participate in marketing campaigns and initiatives to drive sales growth, providing feedback to the marketing team based on client interactions and market trends.
  • Networking:
    • Attend networking events to identify and pursue new business opportunities, initiate contact with potential clients via cold calls, emails, and networking events, and build and maintain a repository of potential clients and industry contacts.
    • Maintain a strong FLORES social media presence via Facebook, LinkedIn, and Instagram.
  • Client Relationship Management:
    • Build and maintain long-term relationships with clients, working directly with the Director of Business Development and onboarding Manager to ensure smooth integration of services.
    • Assist with the coordination and promotion of FLORES client events, understand client needs, and tailor services to meet those needs.
    • Conduct presentations and demonstrations of company services to potential clients, providing FLORES platinum service promise with all interactions.
  • Sales Reporting and Analysis:
    • Provide pipeline and revenue target reports to the Director of Business Development, maintaining accurate records of sales activities and client interactions.
    • Use CRM software (e.g., HubSpot) to track and manage sales processes, developing client progress reports, regular client contact providing status updates, and communicating status updates across departments.
  • Market Analysis and Strategy:
    • Conduct market research to identify trends and opportunities, developing and implementing strategies to increase market share, monitoring competitor activities, and adjusting sales strategies accordingly.
  • Customer Service:
    • Provide support to new clients, ensuring quality standards and general transactional satisfaction, evaluating customer satisfaction via customer service surveys, and maintaining working knowledge of HR and Accounting principles, financial markets, and the analysis and reporting of financial data.
  • Project Management:
    • Exhibit project management experience and the ability to work with status dashboards, collaborating with internal teams to ensure client requirements are met, researching leveraging resources and channels of information as appropriate to gain insight on client needs, and performing other duties as assigned.
    • Maintain confidentiality of clients and travel as needed.
    Requirements
    • Active listening, learning, critical thinking skills.
    • Solid interpersonal and analytical skills.
    • Outstanding customer service skills.
    • Ability to work in a fast-paced, performance-driven sales environment.
    • Excellent communication, interpersonal, and customer service skills.
    • Proficiency in all aspects of Company's products and services.
    • Proficiency in Microsoft Suite (e.g., Word, PowerPoint, Excel, Teams).
    • Ability to multi-task, work under pressure, and meet deadlines.
    • Ability to communicate effectively and professionally with clients and others.
    • Ability to follow pre-established guidelines to perform a variety of functions.
    • Ability to follow professional appearance and dress code guidelines.
    • Ability to make quick judgment calls.
    • Strong organizational and analytical skills.
    • Strong project and time management skills.
    • Ability to work independently.

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