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Financial Sales Specialist
$64k-91k (estimate)
Full Time | Business Services 2 Months Ago
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KP Recruiting Group is Hiring a Financial Sales Specialist Near Marietta, GA

KP Recruiting Group is a consulting firm that providesleadership and exceptional talent to some of the world’s leading companies.Headquartered in the Midwest, KP Recruiting Group has successfully completedcountless engagements in the United States, Europe and Latin America. Werepresent clients in all industries and all sizes. Our mission is to provideexceptional client and candidate experiences in order to get the best possibleresults. On behalf of our client, we are excited to present the following confidentialrole. We look forward to hearing from you and discussing the opportunity!

 

The Role:

Financial Solutions Specialistlisten to our clients to understand which products and services are best suited for their unique needs while providing an exceptional client experience. We’re seeking skilled sales professionals who can advise and advocate for our client’s most important financial needs. Specialists are sales professionals who work in a call center and understand that being there for our clients is our number one priority.
We’ll help you
• Get training and on-the-job support from managers who are invested in your success. You’ll receive in-depth classroom training, including side-by-side live call handling and continued on-the-job training and coaching.
• Learn about core banking products and services we provide. Understand which products/services will work best for the client throughout the relationship and how to uncover their needs using best in class tools and resources.
• Provide education to clients. Inform and educate clients on products that are available and will benefit them to meet their needs.
We’re a culture that
• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
• Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.

Requirements

Required skills:
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
• Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
• Is comfortable receiving ongoing performance feedback and coaching
• Enjoys ongoing change and learning new technology/processes
• One year of sales experience with cross-selling, upselling or referring products
• Has an intermediate level of proficiency with computers
• Is self-motivated with excellent organizational skills
• Has strong decision-making and problem-solving skills
Desired skills:
• Experience in the banking/financial industry
• Experience working in a call center
• Experience in telephone sales
• Experience with multi-solution customer offerings and bundling services
• Experience working as a Personal Banker managing high client volume

Benefits

Our clientoffers a comprehensive benefits package including:

401kMatching

Family andIndividual Insurance Packages (Health, Life, Dental, and Vision)

Paid TimeOff & Paid Holidays

Long &Short-Term Disability

Identity TheftPlans

Retirement& Pension Plans

EmployeeAssistance Program

EmployeeReferral Program

TuitionReimbursement Programs

Advancement& Professional Growth opportunities 

ParentalLeave

& More

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$64k-91k (estimate)

POST DATE

03/09/2024

EXPIRATION DATE

07/09/2024

WEBSITE

kprecruiting.com

HEADQUARTERS

Minneapolis, MN

SIZE

<25

INDUSTRY

Business Services

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