Financial Services Sales Pro - Growth & Training

Northwind Premier Partners; San Jose (CA); On-site; USD 70,000 - 109,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Tuition reimbursement

Online courses access

Job summary

Northwind Premier Partners is seeking a Sales Representative in San Jose, CA to identify and pursue sales opportunities, build client relationships, and ensure customer satisfaction. You will collaborate with the sales team to meet quarterly and annual targets in a dynamic, collaborative environment.

The role requires a bachelor’s degree and at least 2 years of sales experience in financial services, with strong communication and negotiation skills.

Qualifications

• Bachelor's degree in Business, Marketing, or related field.
• Minimum of 2 years of sales experience in financial services.
• Proven track record of meeting/exceeding sales targets.
• Excellent communication and negotiation skills.
• Strong organizational and time management skills.
• Proficiency in MS Office (Excel, PowerPoint).
• Valid driver's license and reliable transportation.

Responsibilities

• Identify and pursue sales opportunities through cold calls, emails, and networking.
• Build and maintain strong relationships with clients and prospects.
• Conduct market research to identify new business opportunities.
• Prepare and present sales proposals and presentations to clients.
• Negotiate contracts and close sales deals.
• Monitor sales performance and report to the sales manager.
• Attend industry conferences and trade shows to network and learn about products and services.
• Provide exceptional customer service to ensure client satisfaction and retention.

Skills

Communication

Negotiation

Organization

Time management

MS Office

Excel

PowerPoint

Driving

Education

Bachelor's degree in Business/Marketing or related field

Tools

MS Office

Excel

PowerPoint

Job description

Northwind Premier Partners is seeking a Sales Representative in San Jose, CA to identify and pursue sales opportunities, build client relationships, and ensure customer satisfaction. You will collaborate with the sales team to meet quarterly and annual targets in a dynamic, collaborative environment.

The role requires a bachelor’s degree and at least 2 years of sales experience in financial services, with strong communication and negotiation skills.