National Sales Executive

TITLE: National Sales Executive

LOCATION: Onsite- Salem, OR

SUMMARY: The purpose of the National Sales Executive role is to represent the company to small and medium-sized financial planning (focused on public and Federal employees) and advisory firms in a professional manner, presenting solutions that help them grow their business and deliver revenue growth.

A successful candidate will need to demonstrate a proven ability to manage his or her own schedule, conduct effective outbound calling campaigns, set meetings with qualified prospects, and close business.

Responsibilities 2. Internal Communication 3. Professional Conduct 4. Professional Development

• Outbound Sales and Marketing Activity
• Processing sales leads from various sources for follow up
• Connecting with business needs and pain points of responsive sales lead prospects.
• Conducting online demos with new prospects and inactive clients, specifically showing how our solutions benefit their business.
• Generating sales leads through effective marketing outreach
• Processing client orders in our system in an accurate and timely manner
• Completing sales reports and other documentation
• Logging feature requests in our system, bringing attention to specific features that many add value, and addressing uncovered defects
• Treating prospects, clients, and fellow employees in a courteous, respectful and professional manner.
• Handling issues related to pricing, sales, service, and invoicing with the utmost of integrity.
• Taking individual responsibility for pursuing self-directed personal and professional development opportunities
• Reading articles, books, or trade journals to be completed as requested
• Participating in seminars, training, and business industry groups as requested
  
  

A National Sales Executive for RetireReady Solutions should meet or exceed these targets:

• Complete 60-75 outbound contacts per week via phone, email, or LinkedIn to new prospects or inactive clients.
• Conduct 8-10 introductory or follow-up meetings per week with new prospects or inactive clients.
• Attain net new sales revenue of $30,000 or more per month.
• Maintain a 30-day sales forecast of 75% or more of goal and a 60-day forecast of 50% or more of goal.
  
  

COMPENSATION:

• $60,000 annual base salary
• Up to $40,000 annual sales commission, based on goal
• Full paid for Employee Assistant Program and Healthcare Co-Op (mostly funded by the employer)
• Two weeks paid vacation after one-year, regular holidays, and accrued sick leave
• 401(k) matching plan after one year
  
  

EXPERIENCE:

• Three to five years of outbound B2B sales experience, fintech and/or financial planning experience preferred
• Digital outreach experience and virtual meeting savvy is a must.
• CRM experience required, SalesForce preferred.
• A highly driven, self-starter who excels at setting and fulfilling challenging goals
• Bachelors degree with a business and/or finance major preferred.
  
  

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or veteran's status.

Applicants with a disability or a disabled veteran may request a reasonable accommodation if he/she is unable or limited in his/her ability to access job openings or apply for a job on our website as a result of his/her disability. The applicant may request reasonable accommodations by contacting us at 317-661-1740.