Financial Services Sales Pro - Grow Client Relationships

Pinnacle Valley Partners; Indianapolis (IN); On-site; USD 55,000 - 76,000; Full time

Job summary

Pinnacle Valley Partners in Indianapolis, IN seeks a results-driven Sales Representative to identify prospects, present financial products, and negotiate deals. You will build relationships, qualify leads, and manage the sales cycle in a collaborative, open-office environment.

Requirements include a bachelor's degree in business or related field, proven sales success, strong communication, and proficiency with CRM and MS Office.

Qualifications

• Bachelor's degree in business or related field is required or preferred.
• Proven sales experience with a track record of meeting targets.
• Strong communication skills and client-facing abilities.
• Experience using CRM and standard office software.

Responsibilities

• Identify and contact potential clients.
• Present financial products and negotiate deals.
• Maintain client relationships to ensure satisfaction and loyalty.
• Meet sales targets and contribute to growth.
• Use CRM to track interactions and manage the sales pipeline.

Skills

Proven sales track record

Client acquisition

Negotiation

Communication skills

CRM experience

Education

Bachelor's degree in business or related field

High school diploma or equivalent

Tools

CRM software

Microsoft Office Suite

Job description

Pinnacle Valley Partners in Indianapolis, IN seeks a results-driven Sales Representative to identify prospects, present financial products, and negotiate deals. You will build relationships, qualify leads, and manage the sales cycle in a collaborative, open-office environment.

Requirements include a bachelor's degree in business or related field, proven sales success, strong communication, and proficiency with CRM and MS Office.