Financial Sales Representative Job Description
Financial Sales Representative Duties & Responsibilities
To write an effective financial sales representative job description, begin by listing detailed duties, responsibilities and expectations. We have included financial sales representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Sales Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Financial Sales Representative
Typically a job would require a certain level of education.
Employers hiring for the financial sales representative job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Communication, Technical, Technology, Financial Services, Leadership, Computer Science, Education, Finance, Supervision
Skills for Financial Sales Representative
Desired skills for financial sales representative include:
Desired experience for financial sales representative includes:
Financial Sales Representative Examples
Financial Sales Representative Job Description
- Establish and maintain relationships at the senior most levels in large corporations (GC, AGC of litigation, Legal COO, VP Procurement, ) and law firms (associates, senior associates, partners)
- Collaborate with clients, the LMS sales team and delivery/operations throughout the sales cycle to design and build compelling, high-quality sales presentations, proposals
- Passion for finance
- Keen interest in financial market technology and infrastructure
- Sell HPE Financial Services offerings within an assigned customer set
- Prospect, qualify, propose and close HPE Financial Services transactions
- Build relationships over the phone with many contacts – customers, partner sales reps, related HPE and HP Call Center team, and other HPE/HP/HPFS local country sales teams
- Actively build weekly pipeline with both Partners and HPE / HP assigned sales team
- Spend daily assigned number of hours on the phone to Partners and customer building pipeline and negotiating contracts
- Maintain up-to-date record in CRM at any point in time for all projects in pipeline and forecast
- Can begin working full-time on August 1, 2017
- Fluent in both English, Mandarin and/or Cantonese
- Received a cumulative GPA of at least 3.0/4.0
- Responsible for driving Payment Solutions (Finance Lease, FMV Lease, Loan)
- Bilingualism in English/French written and oral communication required
- Motor vehicle operator
Financial Sales Representative Job Description
- Utilize consultative sales approach to identify opportunities with specific HPE and HP authorized partners and end-user customer accounts
- Maintain and grow existing relationship with Partners
- Pass large deal leads or leads outside of territory to appropriate HPE Financial Services sales team
- Engage & educate specific Partners, HPE / HP & Call Center sales teams and end-user customers on the benefits of leasing and the leasing process, TCO analysis
- Work with HPEFS Operations Teams to ensure customer satisfaction and service standards are achieved
- Generate and maintain highly satisfied clients and partners
- Viewed as a trusted business advisor to the customer/partner and uses in-depth knowledge of company technology, products and services to help customers/partners formulate strategy and direction
- Work with senior sales representatives to identify new business opportunities in the SEA region
- Develop & execute a sales strategy for exceeding sales goal within assigned territory
- Adhere to LFD’s Culture of Compliance
- Proven track record in consultative sales is a plus
- Work effectively in a team-based environment independently
- Experience having used other data vendor services such as Factset, Bloomberg, Thomson Reuters, Fitch, Moody’s, etc would be a plus
- 3+ years experience in Inside Sales environment
- Degree qualification in a Bachelor of Business or similar field
- Proven lead generation capability in a fast paced environment, with a drive for results
Financial Sales Representative Job Description
- Focus on new client acquisition find opportunity for new products within existing account through cold calling and territory planning and analysis and planning effective marketing strategies, etc
- Work closely with the relationship management team to develop account plans especially for the strategic accounts under his/her coverage to help identify new business opportunities together for such accounts
- Collaborate with members from other teams and other regions (relationship managers, product specialists, product team, etc) to deliver the best solution possible to our clients and also share client feedback for future product enhancements
- This position will report to the Sales Support Manager and will be based on our Dealer Office in Finning Express, at least 80% of the time
- Gain and demonstrate a thorough understanding of customer needs and requirements allowing for clear articulation of our product/brand value proposition
- Work closely with customer service, account management, claims, contracts and any other teams as required or requested
- Maintain business related activity using the customer relationship management system
- Calls, visits, and follows up with contacts at existing and potential clients to market and sell products and services
- Develops sales campaigns in alignment with company goals
- Reviews market analysis information to determine customer needs, volume potential, and pricing
- Must be able to influence others, coach and build strong relationships, while still being a strong team player
- 3+ years of proven success from working with complex solution selling to large key clients
- Excellent verbal and written communication skills in Turkish and English
- Fluency in Italian and English (other European languages would be advantageous)
- 8+ years of Sales experience in Financial Services, Software Sales will be an asset
- Can begin working full-time on January 15, 2018
Financial Sales Representative Job Description
- Composes correspondence to clients and prospects to keep them updated on services and products
- Gathers data and requests proposals and presents proposals to clients
- Maintains a sales pipeline report and prepares periodic sales reports for management
- Attends chapter meetings and conferences as needed
- Assists with the renewal of contracts on existing accounts
- Achieve sales objectives through sales to new or existing HPE customers
- Initiate and/or develop direct customer relationships that will yield long-term success with best in class customer experience
- Actively prospect, increase pipeline, manage and close sales opportunities through accurate forecasting, account resource allocation, account strategy, and planning
- Leverage the latest distance-selling technologies including e-mail, webinars, and video/teleconferences social media and AI throughout the entire all sales cycle
- Explore and understand complex customer requirements at both a business and technical level
- Fluent in English, native in Mandarin and/or Cantonese
- Earned a bachelor's degree or university prior to joining us
- Can begin working full-time on July 9, 2018
- 5+ years of legal experience, ideally in-house or with top tier law firm preferred
- Basic knowledge of product marketing, client service issues, and organization operations
- Bachelor/Master Degree or equivalent in business studies/IT
Financial Sales Representative Job Description
- Contribute to territory strategy in generating and developing business growth opportunities
- Work with the pre-sales team when technical or product support is required
- Create and articulate compelling value propositions around HPE products and services
- Drive the adoption of HPE (portfolio, industry…) in a defined set of accounts in order to meet or exceed revenue targets
- Manage time efficiently, meet personal revenue/margin goals, and work effectively with other members of the sales and marketing teams
- HPE technical and sales teams located in the Barcelona’s hub
- HPE Partners
- Field sales and local organization
- Prospecting and identifying new business opportunities
- On-going pipeline development (pipeline should always be 3X annual quota)
- Experience selling through a network of Channel Partners, or Distributors would be considered an advantage
- IT related and/or leasing industry experience is preferred
- Successful negotiation of contracts
- Very strong organizational skills including multi-tasking and prioritization
- Professional work manner
- Ability to thrive in demanding sales environment