Senior Field Sales Leader | Client Relationships & Strategy

Jobtailor; North Carolina; On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in North Carolina seeks a regional sales professional to drive adoption of financial services products with regional and store leadership. You will manage client relationships, present strategies, and contribute to marketing plans while traveling extensively to client sites.

The ideal candidate has 3+ years in field sales, strong CRM and presentation skills, and proficiency with MS Office. Travel up to 75% and work primarily in a client-facing role are expected.

Qualifications

• Bachelor’s degree or 5+ years’ experience in the Financial Services Field.
• Minimum of 3 years of field or outside sales experience.
• Minimum of 2 years Client Relationship Management experience.
• Minimum of 2 years’ experience developing presentations and pitching to all levels of management.
• Proficiency with MS Word, Excel, and PowerPoint.

Responsibilities

• Sell regional and store level client leadership on the benefits of our products.
• Maintain relationships through effective and timely communication.
• Attend market/store meetings and develop in-store product execution strategies.
• Exceed customer satisfaction by meeting or exceeding established Client Satisfaction survey target goals.
• Compile and present results of ongoing credit programs.
• Develop annual marketing plan for stores to support business goals.

Skills

Outside sales

Client relationship management

Presentations & pitching

MS Word, Excel, PowerPoint proficiency

Education

Bachelor’s degree

5+ years in financial services

Tools

MS Word

Excel

PowerPoint

Job description

Jobtailor in North Carolina seeks a regional sales professional to drive adoption of financial services products with regional and store leadership. You will manage client relationships, present strategies, and contribute to marketing plans while traveling extensively to client sites.

The ideal candidate has 3+ years in field sales, strong CRM and presentation skills, and proficiency with MS Office. Travel up to 75% and work primarily in a client-facing role are expected.