Sales Representative

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, a leading financial services firm, seeks a Sales Representative in San Jose, CA. This full-time role offers a salary range of $70,000 to $108,816 and opportunities for career growth.

As a Sales Representative, you will 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.

You will work in a dynamic environment with the sales team in San Jose, CA, where the workplace is professional and collaborative, fostering a supportive atmosphere for career development. The team is known for its innovative approach to sales strategies, constantly adapting to market trends and customer needs. The office is equipped with modern technology and comfortable workspaces, designed to enhance productivity and creativity. Regular team meetings and brainstorming sessions are encouraged, allowing for open communication and idea sharing. The company values employee growth and offers various training programs and workshops to help sales representatives develop their skills and advance their careers. Additionally, there are opportunities for networking and professional development through industry conferences and events. The supportive and collaborative environment makes it an ideal place for those looking to thrive in a dynamic sales role.

The annual salary for this position ranges from $70,000 to $108,816, reflecting the candidate's experience and qualifications.

Benefits:

• In addition to the competitive base salary, employees are offered comprehensive health insurance plans that cover medical, dental, and vision care, ensuring their well‑being and that of their families.
• The company also provides a robust retirement plan, including a 401(k) match, to help employees save for their future.
• Furthermore, professional development opportunities are available, such as tuition reimbursement and access to online courses, allowing employees to enhance their skills and advance their careers within the organization.

To excel in this role, you should have previous sales experience in financial services, strong communication skills, and the ability to meet sales targets. A bachelor's degree is required.

Application deadline: November 22, 2026.

Responsibilities:

• Identify and pursue sales opportunities through cold calling, email campaigns, and networking events
• Build and maintain strong relationships with existing and potential clients
• 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 provide regular reports to the sales manager
• Attend industry conferences and trade shows to network and learn about new products and services
• Provide exceptional customer service to ensure client satisfaction and retention

Qualifications:

• Bachelor's degree in Business, Marketing, or a related field
• Minimum of 2 years of experience in sales, preferably in the financial services industry
• Proven track record of meeting and exceeding sales targets
• Excellent communication and negotiation skills
• Strong organizational and time management skills
• Proficiency in Microsoft Office Suite, including Excel and PowerPoint
• Valid driver's license and reliable transportation
• Ability to work independently and as part of a team