Inside Sales Representative

Compeer Financial; Wisconsin; Hybrid; USD 52,000 - 74,000; Full time

Benefits offered by this job

Hybrid work model up to 50% remote

401k with match

Medical, dental, vision

Paid time off

Job summary

Compeer Financial in the Midwest seeks a proactive Lead Generation Specialist to drive outbound calling campaigns, qualify opportunities and support cross-sell initiatives. You will work closely with Marketing and Sales teams to engage prospective clients and respond to inbound inquiries.

This hybrid role combines client outreach with marketing operations, storefront support and content publishing, leveraging Salesforce to track interactions and measure campaign performance.

Qualifications

• Associate’s degree in Business, Marketing, Agribusiness, Finance, Communications or related field.
• Experience with outbound calling or marketing campaigns is helpful but not required.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws and compliance relevant to financial industry.
• Excellent verbal and written communication skills and ability to be clear and professional.
• Ability to manage multiple priorities in a dynamic environment.

Responsibilities

• Lead generation and campaign execution via outbound calling and inbound inquiries.
• Support storefront management, direct mail, and content publishing.
• Document all prospect interactions in Salesforce with clarity.
• Collaborate with Marketing, Sales Enablement and other business units.
• Monitor performance metrics and share results with leadership.

Skills

Outbound calling

Marketing campaigns

Customer service

Salesforce

Communication

Education

Associate’s degree in Business/Marketing/Agri/Finance/Communications

Tools

Salesforce

Microsoft Office

Job description

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How We Support You

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Mentorship programs
• Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com/careers.

This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN or Sun Prairie, WI office location.

The Contributions You Will Make

This position plays a key role in Compeer’s lead generation and client outreach efforts. Focuses on engaging prospective clients through outbound calling campaigns and responding to inbound marketing leads. Through phone and email interactions, qualifies opportunities, initiates cross-sell conversations and supports seamless transitions to appropriate sales teams. In addition to client outreach, contributes to marketing execution by supporting operational tasks such as storefront management, vendor coordination, direct mail facilitation and content publishing through internal social platforms. Bridges sales and marketing to ensure a consistent and effective client experience.

A Typical Day

Lead Generation and Campaign Execution

• Conducts high-volume outbound calling campaigns to qualify leads, support revenue growth and promote targeted products and services.
• Responds to inbound marketing leads and inquiries with professionalism and urgency.
• Vets opportunities and ensures a smooth handoff to appropriate sales team members.
• Supports cross-sell and upsell activity during seasonal or business unit-specific campaigns.
• Maintains alignment with Compeer’s tone and brand in all clientfacing communications.
• Accurately records prospect interactions in Salesforce and maintains lead data integrity.

Marketing and Operational Support

• Serves as the first point of contact for internal storefront needs, including gift orders, quote requests, order tracking and billing coordination.
• Reviews and approves proofs for marketing materials and clientfacing items.
• Completes internal forms to update storefront inventory, submit direct mail requests and manage mailing lists (e.g., undeliverables, NCOA, FTP uploads).
• Tracks storefront usage and reports on campaign or seasonal metrics (e.g., holiday gifting, tradeshow materials).
• Publishes content in Hootsuite/Amplify across designated Compeer and Agri-Access channels and monitors engagement.
• Shares social content availability and usage metrics with relevant sales teams.

Documentation, Reporting and Collaboration

• Documents all prospect and client interactions in Salesforce with clarity and completeness.
• Monitors key performance metrics and shares results with Inside Sales leadership.
• Participates in internal projects and cross-functional collaboration with Marketing, Sales Enablement and other business units.
• Supports continuous improvement efforts by providing feedback and insights related to lead quality, campaign performance and process effectiveness.

The Skills And Experience We Prefer You Have

• Associate’s degree in Business, Marketing, Agribusiness, Finance, Communications or a related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Experience with outbound calling, marketing campaigns or customer service is helpful but not required.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
• Excellent verbal and written communication skills and the ability to be clear, concise, professional and appropriate to any audience of the sales process externally and internally.
• High level of self-motivation and resiliency in order to complete demanding objectives for prospective and existing client interactions.
• Skill in developing and maintaining interpersonal relationships.
• High level of integrity.
• Strong attention to detail.
• Organized, self-motivated and capable of managing multiple priorities in a dynamic environment.
• Flexible and adaptable to changing situations.
• Ability to remain objective in balancing business needs and risk.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Comfortable using technology and open to learning tools such as Salesforce, Microsoft Office, and marketing platforms.

#IND100

How We Will Take Care Of You

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Base Pay

$52,100 - $73,900 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.