John M. Floyd & Associates Houston, TX 77008, United States
Jun 07, 2017Full time
Summary: Actively solicit and secure new accounts within financial institutions by direct communication with C level management, acting as a liaison between sales staff and potential clients to determine availability for scheduling face-to- face and phone meetings with the JMFA Regional Director of that territory. Essential Duties and Responsibilities include the following, other duties may be assigned. Promote and market business through extensive cold calling with follow up emails and various forms of communication to prospective C level clients Influence and schedule initial prospecting meetings for regional directors Build relationships with prospects and clients through phone and e-mail Coordinate Regional Director’s calendar for 3-6 weeks in advance Utilize company software/database to validate accounts, schedule appointments, and ensure that all notes /discussions with the prospect/customer are updated with current status under each account accurately Create process in conjunction with Regional Director that includes mapping of itineraries and managing schedules. Participate in various meetings and training sessions to gain knowledge of JMFA’s programs, products and services for additional industry knowledge Research accounts using internet and company software. Job Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Two years progressive outbound business development related sales experience Complete understanding of the sales lifecycle including prospecting and researching required for setting appointments Strong oral and written communication skills along with effective listening skills Positive attitude and ability to deal with rejection Demonstrated ability to develop rapport, influence others and maintain strong working relationships both internally and with clients Strong attention to detail and ability to multi-task Self-starter who can demonstrate flexibility to work both in a team environment and function independently Ability to collect and analyze data for improved success in appointment setting Strong proficiency in Microsoft Office applications, working knowledge of Microsoft Dynamic CRM applications Bachelor’s degree preferred, willing to accept work experience in lieu of degree attainment Working Conditions The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, talk or hear. The employee is occasionally required to lift up to 25 pounds.