Financial Sales Representative

South Carolina Federal Credit Union; Florence (SC); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Growth opportunities

Community involvement

Wellness program

Internal promotion

Job summary

South Carolina Federal Credit Union in Florence, SC is seeking a Financial Sales Representative to join our team at the David McLeod Financial Center. You will provide exceptional customer service, identify members' financial needs, and recommend products while working with a supportive team to achieve sales goals.

This role emphasizes in-person and phone interactions, a strong work ethic, and a commitment to community service and member welfare.

Qualifications

• High school diploma (or equivalent) and at least 1 year of sales experience with a proven track record.
• Excellent customer service skills and a positive attitude.
• Strong communication and relationship-building abilities.

Responsibilities

• Greet and develop rapport with members in person or by phone.
• Collaborate with team during the morning huddle to discuss daily sales goals.
• Explain auto loan application process and other product options to members.
• Ask open-ended questions to assess financial goals and recommend suitable products.
• Follow up with members after accounts are opened.
• Discuss wins, challenges and progress on sales goals with your manager.
• Promote new promotions to members and inform them of eligibility.

Skills

Customer service

Sales experience

Relationship building

Team player

Time management

Education

High school diploma or equivalent

Job description

South Carolina Federal Credit Union is currently seeking a Financial Sales Representative to join our team of outstanding professionals at our David McLeod Financial Center in Florence, SC.

Are you passionate about helping others? Do you enjoy interacting with customers regularly and working in a team environment? As a Financial Sales Representative, you will provide exceptional customer service and offer financial products and services that meet the customers' needs.

As a Financial Sales Representative, a typical day might look like this:

• Collaborate with team members during the morning huddle and discuss sales goals for the day.
• Greet and develop rapport with members who enter the financial center or call on the telephone.
• Answer a member's question about the auto loan application process.
• Ask a member open-ended questions about their financial goals and recommend products and services based on their needs.
• Follow up with a member who recently opened an account.
• Chat briefly with your manager to discuss wins, challenges and progress on sales goals.
• Call members to share a new promotion for which they may qualify.

This job might be for you if:

• You enjoy building relationships with customers and uncovering their financial needs in person and over the telephone.
• You are passionate about the sales profession and take pride in offering customers financial products and services that fit their needs.
• You are a pro at managing your time, staying on track and meeting your goals.
• You are awesome at consistently following policies and procedures.
• You are a reliable, cooperative team player, and thrive in fast-paced, multi-tasking environment.
• You volunteer for new challenges without being asked.
• You are seeking some work/life balance and want a schedule that allows you to spend nights and most weekends with your family and friends.

The Perks:

We know that pay and benefits are important to you, and they are important to us too. Join our team and you'll enjoy:

• A chance to build lasting relationships with not only your team, but our customers as well.
• Opportunities to make a difference by volunteering and getting involved in the community.
• A company that cares about your total wellness by providing a program that includes workshops, onsite physicals, and more.
• Opportunities to grow within a company that's dedicated to your development and promoting talent internally.

To land this role, you need to have a high school diploma (or equivalent), at least one year of experience working specifically in a sales position selling products and/or services with a proven record of meeting or exceeding sales goals, and a positive attitude.

NOTE: Relevant military experience is considered for veterans and transitioning service members.

South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.

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