Sales Representative

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, a prominent financial services company, seeks a dedicated Sales Representative in Indianapolis, IN. This full-time role offers a attractive compensation and benefits.

As a Sales Representative, you'll identify and contact potential clients, present financial products, and negotiate deals. You'll also maintain client relationships to ensure satisfaction and loyalty.

You'll work in a dynamic team in Indianapolis, IN, collaborating with colleagues to meet sales targets and drive company growth. This involves daily tasks such as prospecting, qualifying leads, and managing customer relationships. You'll use CRM software to track interactions and sales pipelines, and attend weekly team meetings to discuss progress and strategies. The workplace is modern and open, fostering a collaborative environment. Requirements include a bachelor's degree in business or related field, previous sales experience, and strong communication skills.

The annual salary range for this position is between $55,000 and $75,525, with benefits not yet disclosed. Candidates should be prepared to perform a variety of tasks, including data entry, customer service, and administrative support, using standard office software such as Microsoft Office Suite. The workplace is typically a traditional office environment, and candidates should meet basic requirements such as a high school diploma or equivalent, as well as proficiency in English.

You should have a proven sales record, which means you have successfully closed deals and met or exceeded sales targets in the past. This could involve tasks such as prospecting, qualifying leads, and negotiating contracts. Excellent communication skills are essential, as you will need to effectively convey the benefits of financial products to clients and address their concerns. This might involve using tools like CRM software to manage client interactions and sales pipelines. You should also have a strong understanding of financial products, which could include knowledge of various investment options, insurance policies, or lending products. This understanding will help you provide accurate information and make informed recommendations to clients. Additionally, you should be team-oriented, meaning you can collaborate effectively with colleagues, share best practices, and support the overall goals of the sales team. Being client-focused is crucial, as it involves prioritizing the needs and satisfaction of clients, understanding their unique circumstances, and providing personalized solutions. This could be done in a workplace that includes sales meetings, client presentations, and after-sales support. Requirements might include a bachelor's degree in a related field, relevant certifications, and experience in the financial services industry.

• Identifying and reaching out to potential clients, presenting financial products, negotiating deals, maintaining relationships with existing clients, achieving sales targets
• Proven track record in sales, excellent communication skills, strong understanding of financial products, ability to work independently and as part of a team, genuine interest in helping clients achieve financial goals