financial services sales

Amazon Web Services

<div><h2 class="jobSectionHeader"><b>DESCRIPTION</b></h2><div>
Amazon Web Services is seeking a veteran enterprise technical sales representative to deliver value for companies via AWS's analytics solutions. As an AWS Analytics Sales Specialist on our Data, you will be at the forefront of driving adoption and revenue growth for AWS's Analytics services. Your role will involve identifying high-value customer opportunities within a specific territory and engaging AWS customers to understand their needs and align them with AWS Analytics solutions. With a passion for developing high-potential opportunities and executing effective strategies, you will own the full-cycle sales engagement plan, from identifying qualified leads to realizing revenue. You will understand a customer's business initiatives, help craft account plans to identify and drive opportunity win plans to enable those business initiatives, and ensure successful launch to realize both customer vision and AWS revenue. You will earn trust with IT and Line of Business leaders. You will understand detailed business drivers in your forecast and intentionally work the best opportunities that maximize your ability to hit revenue goals. You can conduct compelling executive conversations on the transformational possibilities of building AI ready data foundations, launching new data products and helping customers put their data to work.<br>
<br>
As a sales specialist for this fast-growing, exciting space you will have the opportunity to help drive the growth and shape the future of emerging technologies that will have an important impact on our customers' technical strategy, business goals, and their bottom line. You will work backwards from the customer's desired outcomes to discover, define, quantify, and build a plan to help customers achieve these desired outcomes by partnering with AWS. You will educate customers on &quot;art of the possible&quot; success stories and AWS enablers including our data warehousing (Amazon Redshift), data lake (Amazon Lake Formation), BigData processing (Amazon EMR), search (Amazon Open Search Service), ETL (Amazon Glue), streaming (Amazon Kinesis and Amazon Managed Kafka), and visualization and serverless query (Amazon Quicksight and Athena) solutions. Then you will work with a specialized solution architect to craft a solution spanning these solutions as well as selected partner products and manage the sales process including evaluation, pricing, objection handling, navigating competitive pressures, proofs of concept and construction of a supporting business case. The ideal candidate will possess a proven track record and background that enables them to lead a sales effort that will include teaming with AWS core sales representatives, solutions architects, product management, professional services and partners. The successful candidate will also possess a business background that enables them to drive an engagement and interact with business personas at the CxO/VP level. The successful candidate should also have a technical understanding that enables them to easily interact with developers and technical architects. He/she should also have a demonstrated ability to think strategically and analytically about business, product, and technical challenges, with the ability to build and convey compelling value propositions and work cross-organizationally to accelerate and launch customer projects.<br>
<br>
Key job responsibilities<br>
<ul><li>Drive revenue and market share in a defined territory.</li><li>Meet or exceed annual revenue targets.</li><li>Develop and execute against a comprehensive account/territory plan.</li><li>Develop working backwards analytics visions including business case and financial justification, potentially gleaned from earnings reports.</li><li>Create &amp; articulate compelling value propositions around AWS analytics services.</li><li>Accelerate customer adoption of Amazon analytics services.</li><li>Maintain a robust sales pipeline leveraging sales force automation tools and best practices</li><li>Work with partners to extend reach &amp; drive adoption.</li><li>Develop long-term strategic relationships with key accounts.</li><li>Ensure customer satisfaction.</li><li>Expect moderate travel.</li></ul><br>
A day in the life<br>
You&rsquo;re surrounded by innovation. You&rsquo;re empowered with a lot of ownership. Your growth is accelerated. The work is challenging. You have a voice here and are encouraged to use it. Your experience and career development is in your hands. We live our leadership principles every day. At Amazon, it's always &quot;Day 1&quot;.<br>
<br>
About the team<br>
Diverse Experiences: Amazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn&rsquo;t followed a traditional path, or includes alternative experiences, don&rsquo;t let it stop you from applying.</div><h2 class="jobSectionHeader"><b>
BASIC QUALIFICATIONS</b></h2><ul><li>7+ years of direct sales or business development in software, cloud or SaaS markets selling to C-level executives experience</li><li>5+ years of business development, partner development, sales or alliances management experience</li></ul><h2 class="jobSectionHeader"><b>
PREFERRED QUALIFICATIONS</b></h2><ul><li>5+ years of building profitable partner ecosystems experience</li><li>Experience developing detailed go to market plans</li><li>Experience in any Bigdata architecture, or experience in technical support and experience that includes strong analytical skills, attention to detail, and effective communication abilities</li></ul><br>
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.<br>
<br>
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner.<p><br>
The base salary range for this position is listed below. Your Amazon package will include sign-on payments, restricted stock units (RSUs), and sales incentives. Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits.</p><br>
USA, NY, New York - 157,100.00 - 212,600.00 USD annually<br>
USA, VA, Arlington - 142,800.00 - 193,200.00 USD annually</div><p></p>

Sr. Sales Analytics Specialist, US Financial Services Specialist Sales

First Citizens Bank

<div>Overview:
<p>
This position is responsible for driving revenue growth through the acquisition and expansion of banking relationships. This will be accomplished by effectively implementing a business development plan to meet monthly production goals and financial growth objectives. Prospecting and customer engagement activities include developing and maintaining an active prospect list, customer outreach plan and quality referral sources. This position works with local and remote sales teams to build and manage total financial relationships.
</p>Responsibilities:
<ul><li>Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.</li><li>
Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.</li><li>
Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.</li></ul>
Qualifications:
<p>
Bachelor's Degree and 4 years of experience in Financial services sales and business development OR High School Diploma or GED and 8 years of experience in Financial services sales and business development</p><p><br>
License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services, Business development, Networking and building centers of influence, Financial analysis</p><p><br>
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.</p></div>

Business Development Officer

Martinez Financial Group Strategies LLC

<p><b>Job Overview</b></p><p>Martinez Financial Group Strategies LLC is seeking a motivated <b>Sales Associate</b> to represent our financial strategy and accounting services to business owners and individuals.</p><p>In this role, you will be the <b>first point of contact for potential clients</b>, helping them understand how MFG can improve their financial structure, bookkeeping, tax strategy, and cash flow management.</p><p>This is an excellent opportunity for someone who enjoys <b>building relationships, generating leads, and closing service agreements</b> in a fast-growing financial services company.</p><p>If you are confident, professional, and enjoy helping people improve their financial future, this role is for you.</p><p><b>Responsibilities</b></p><ul><li>Engage with potential clients and business owners to introduce MFG services</li><li>Explain the value of financial organization, bookkeeping, tax strategy, and CFO advisory</li><li>Schedule and confirm strategy calls with qualified prospects</li><li>Follow up with leads via phone, text, and email</li><li>Identify client pain points and recommend appropriate MFG solutions</li><li>Support marketing and outreach efforts to generate new leads</li><li>Maintain accurate notes and lead tracking in our CRM</li><li>Represent Martinez Financial Group Strategies LLC professionally in all interactions</li></ul><p><b>What You'll Be Selling</b></p><p>MFG helps businesses and individuals with:</p><ul><li>Accounting &amp; bookkeeping</li><li>Tax preparation and strategy</li><li>Cash flow management</li><li>AP/AR support</li><li>Payroll integration</li><li>Profit optimization</li><li>Fractional CFO advisory</li></ul><p>Your role is to help prospects understand <b>how these services solve their financial problems</b> and guide them toward booking a strategy session.</p><p><b>Qualifications</b></p><ul><li>Previous retail sales or grocery store experience preferred but not required; enthusiasm and willingness to learn are essential</li><li>Familiarity with POS systems, cashiering procedures, and cash handling techniques</li><li>Strong customer service skills with the ability to communicate clearly and effectively</li><li>Supervising experience is a plus for those interested in leadership opportunities</li><li>Ability to perform retail math accurately for transactions and inventory management</li><li>Bilingual skills are advantageous for serving diverse customer bases</li><li>Knowledge of merchandising, stocking, and product demos enhances your ability to succeed in this role</li></ul><p>Embark on a rewarding career where your energy makes a difference! We value proactive individuals who thrive in lively environments, are eager to connect with customers, and enjoy working as part of a dedicated team. Join us today to help create memorable shopping experiences while developing your retail expertise!</p><p>Pay: $50,000.00 - $140,000.00 per year</p><p>Benefits:</p><ul><li>Flexible schedule</li></ul><p>Work Location: Remote</p>

Sales Associate

Fifth Third Bank

<div><div>Make banking a Fifth Third better&reg;<br>
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.</div><div></div><div>
GENERAL FUNCTION:</div><div>
Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales &amp; Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity.</div><div></div><div>
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.</div><div></div><div>
ESSENTIAL DUTIES AND RESPONSIBILITIES:</div><ul><li>
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.</li><li>
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.</li><li>
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.</li><li>
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.</li><li>
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.</li><li>
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&amp;L.</li><li>
Provide guidance to CSRs with respect to the sales and referral process.</li><li>
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.</li><li>
Act with confidence by answering customer questions and owning customer issues.</li><li>
Maintain a position of trust and responsibility by keeping all business confidential.</li><li>
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.</li><li>
Adhere to established policies and procedures while opening/servicing the full range of Retail products.</li><li>
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.</li><li>
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.</li><li>
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.</li></ul><div></div><div>
SUPERVISORY RESPONSIBILITIES:</div><div>
None.</div><div></div><div>
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:</div><ul><li>
College degree or work experience providing transferrable skills or combination of education and experience.</li><li>
Experience in the financial industry preferred.</li><li>
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.</li><li>
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.</li><li>
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.</li><li>
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.</li><li>
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position.</li></ul><div></div><div>
WORKING CONDITIONS:</div><ul><li>
Normal office environment.</li><li>
Extending viewing of computer screens.</li><li>
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.</li><li>
Travel outside of the affiliate will be required for various classroom training sessions.</li></ul><div></div>
Personal Banker II - Oak Park, IL<div></div>
Total Base Pay Range 41,600.00 - 66,600.00 USD Annual<div></div><div>
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.</div><div></div><div>
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.</div><div></div><div>
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: <div>https://www.53.com/content/fifth-third/en/careers/benefits.html</div> and by consulting with your talent acquisition partner.</div><div></div>
LOCATION - Oak Park, Illinois 60304<div></div><div>
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.</div><div></div><div>
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.</div></div><div></div>

Personal Banker II - Oak Park, IL

CareerBuddy

<div>
 In partnership with our client, we are seeking an
 <strong>
  Account Executive
 </strong>
 based in Egypt who knows how to open doors, build trust, and close complex enterprise deals in the B2B SaaS space. This is a role for someone who understands Egypt's rapidly growing financial services and insurance landscape, is commercially sharp, and is excited by the opportunity to sell AI-powered solutions that are transforming how insurers and banks operate across North Africa. You will work alongside high-agency commercial executives, reporting directly to the Head of Sales and maintaining close contact with the Founder and CEO. If you are an enterprise seller who thrives under pressure, operates with urgency, and wants to be rewarded for the results you deliver, we want to meet you.
 <br/>
 <br/>
 <strong>
  Who are we looking for?
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   You are a proven enterprise salesperson with a consistent track record of quota attainment in B2B SaaS or enterprise technology, particularly within Egypt's financial services or insurance sector.
  </li>
  <li>
   You are a consultative seller who is highly proficient in enterprise frameworks like MEDDIC and knows how to qualify deals, define success criteria, and move opportunities through complex cycles with clarity.
  </li>
  <li>
   You are commercially driven and motivated by targets, energised by uncapped earning potential and the challenge of closing deals in one of North Africa's fastest-growing markets.
  </li>
  <li>
   You are highly proficient with AI tools and actively use them to accelerate research, outreach, meeting preparation, and overall sales productivity.
  </li>
  <li>
   You are a strong relationship builder who understands Egypt's enterprise buying environment and knows how to navigate its unique commercial, cultural, and regulatory dynamics.
  </li>
  <li>
   You are disciplined and organised, someone who maintains rigorous CRM hygiene, accurate forecasting, and clear close plans without being reminded.
  </li>
  <li>
   You are all in, someone who brings passion, urgency, and relentless energy to everything you do and is not looking for balance but for impact.
  </li>
  <li>
   You are an advantage if you are fluent in Arabic, enabling deeper and more authentic engagement with local stakeholders and clients.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Your Responsibilities...
  <br/>
  <br/>
 </strong>
 <strong>
  Territory Planning &amp; Pipeline Development
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   You will build and execute a strategic territory plan for the Egyptian market using outbound prospecting, partner channels, events, and executive outreach to create and advance pipeline opportunities.
  </li>
  <li>
   You will maintain consistent pipeline coverage of 3x to 4x against the next two quarter targets, balancing named accounts with self-sourced opportunities.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Enterprise Sales Execution
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   You will run full enterprise sales cycles from discovery to close, crafting compelling business cases, negotiating contracts, and delivering referenceable customers that drive future sales.
  </li>
  <li>
   You will apply enterprise frameworks like MEDDIC to qualify deals rigorously, quantify success criteria, and define clear exit milestones at each stage of the cycle.
  </li>
  <li>
   You will manage proofs of concept through to commercial outcomes, handling 3 to 12 month deal cycles with confidence and discipline.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Cross-functional Coordination
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   You will coordinate across product, solutions, legal, and delivery teams to ensure pilots and contracts move efficiently with seamless handovers.
  </li>
  <li>
   You will feed back market intelligence, customer proof points, and competitive signals specific to the Egyptian market to refine the ideal customer profile, product direction, and go-to-market messaging.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  CRM &amp; Forecasting
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   You will maintain disciplined CRM hygiene with accurate forecasting, detailed close plans, and clear next actions to support consistent and reliable leadership reporting.
  </li>
  <li>
   You will operate at expected ramp toward full quota, tracking self-sourced demos, discovery-to-proposal conversion, pipeline velocity, and average deal size.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What Success Looks Like...
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   $250k or more in new ARR closed within the first six months, with a healthy mix of new logos and early expansions across the Egyptian market.
  </li>
  <li>
   Consistent 3x to 4x qualified pipeline coverage maintained against the next two quarter targets at all times.
  </li>
  <li>
   CRM records are accurate, forecasts are reliable, and close plans are clear and up to date across all active opportunities.
  </li>
  <li>
   Referenceable customers are delivered, contributing to future sales and strengthening market credibility within Egypt and North Africa.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  To be considered for this role you should have...
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   3 to 5 years of B2B enterprise sales experience with consistent quota attainment, preferably selling SaaS or enterprise technology into Egyptian or North African financial services or insurance.
  </li>
  <li>
   Demonstrable experience running full enterprise sales cycles, closing deals with 3 to 12 month cycles and managing POCs to commercial outcomes.
  </li>
  <li>
   Strong consultative selling skills and practical experience with MEDDIC or an equivalent enterprise qualification framework.
  </li>
  <li>
   Proven CRM discipline and a track record of reliable forecasting.
  </li>
  <li>
   High proficiency with AI tools for research, outreach, and sales productivity.
  </li>
  <li>
   Deep knowledge of the Egyptian financial services landscape and existing relationships within the sector.
  </li>
  <li>
   Bonus: Fluency in Arabic for deeper and more authentic engagement with local clients and stakeholders.
  </li>
  <li>
   Bonus: Prior sales relationships with Egyptian insurers, large brokers, or financial institutions.
  </li>
  <li>
   Bonus: Experience negotiating InfoSec, procurement, and local contracting for financial services customers in Egypt.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Challenges you may face in this role...
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Navigating Egypt's unique enterprise buying environment, where relationships, cultural nuance, and local regulatory requirements play a significant role in the sales process.
  </li>
  <li>
   Building pipeline consistently in a market that is growing rapidly but where awareness of AI-powered SaaS solutions in financial services is still developing.
  </li>
  <li>
   Coordinating multiple internal stakeholders across product, legal, and delivery while keeping deal momentum high and timelines tight.
  </li>
  <li>
   Operating at full productivity in a high-urgency, all-in culture where ambiguity is the norm and results are expected quickly.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  The Goodies...
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Competitive base salary plus uncapped commission with accelerators.
  </li>
  <li>
   A hybrid work setup based in Egypt.
  </li>
  <li>
   Direct exposure to the Founder and CEO, with the opportunity to shape commercial strategy at the highest level.
  </li>
  <li>
   A high-performance culture that rewards urgency, ownership, and results.
  </li>
  <li>
   The opportunity to sell cutting-edge AI solutions transforming financial services across Africa and the Middle East.
  </li>
 </ul>
</div>


Account Executive - Egypt

InsuraTec

<div>
 <strong>
  Remote TeleSales Executive
  <br/>
  <br/>
 </strong>
 <strong>
  Location:
 </strong>
 Remote (Work From Home)
 <br/>
 <br/>
 <strong>
  Employment Type:
 </strong>
 Full-Time (Commission Only)
 <br/>
 <br/>
 Are you seeking a dynamic career path that offers autonomy, flexibility, and the convenience of working from home? InsuraTec Services Group invites ambitious individuals to join our team as Remote TeleSales Executives. This commission-based role promises significant earning potential for motivated self-starters.
 <br/>
 <br/>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Engage with clients to assess their insurance requirements and offer customized solutions.
  </li>
  <li>
   Utilize provided leads to drive sales efforts, without the need for cold calling or door-to-door sales.
  </li>
  <li>
   Maintain a client-centric approach, ensuring exceptional customer service at all times.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work remotely from any location within the United States.
  </li>
  <li>
   Enjoy flexible hours, allowing you to manage your schedule and achieve a healthy work-life balance.
  </li>
  <li>
   Comprehensive training provided, making prior experience unnecessary.
  </li>
  <li>
   Self-paced learning opportunities to acquire your insurance license.
  </li>
  <li>
   Potential for career advancement and professional development.
  </li>
  <li>
   Commitment to transparency, integrity, diversity, and perseverance.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Must obtain an insurance license (training provided).
  </li>
  <li>
   Demonstrated self-motivation and a determination to succeed.
  </li>
  <li>
   Full-time availability.
  </li>
  <li>
   Strong interpersonal skills and a dedication to customer satisfaction.
  </li>
  <li>
   Entry-level role; no prior experience required.
  </li>
  <li>
   Must be a resident of the United States.
   <br/>
   <br/>
  </li>
 </ul>
 Join us at InsuraTec Services Group and embark on a fulfilling journey in the financial services and insurance sector. We're committed to nurturing your career growth and fostering an inclusive workplace environment.
 <br/>
 <br/>
 If you're ready to embrace a rewarding career in insurance and financial services, apply today! We eagerly anticipate welcoming you to our team.
</div>


TeleSales Executive - Remote

Carter Bank

<b>SUMMARY:</b><br>
As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.
<br><br>
<b>ESSENTIAL JOB FUNCTIONS:</b><br>
<ul>
<li>Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners</li>
<li>Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust</li>
<li>Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals</li>
<li>Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions</li>
<li>Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)</li>
<li>Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank’s business</li>
<li>Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services</li>
<li>Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise</li>
<li>Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers</li>
</ul>
<b>JOB REQUIREMENTS:</b><br>
<ul>
<li>High school diploma or equivalence required, some college a plus</li>
<li>Successful customer service and /or sales experience required</li>
<li>Previous experience in a retail bank or related industry preferred</li>
<li>Prior cash handling experience preferred</li>
</ul>
<b>KNOWLEDGE/SKILLS REQUIRED:</b><br>
<ul>
<li>Intermediate customer service skills</li>
<li>Intermediate verbal, written, and listening skills</li>
<li>Basic problem solving skills</li>
<li>Intermediate collaboration skills</li>
<li>Basic understanding of banking products and services</li>
<li>Intermediate adaptability skills</li>
<li>Basic prioritization skills</li>
<li>Basic proficiency with MS Office</li>
<li>Basic critical thinking skills</li>
</ul>
<b>PHYSICAL AND MENTAL QUALIFICATIONS:</b><br>
<ul>
<li>Standing, walking, bending and stooping required</li>
<li>Must be able to sit at a desk for long periods of time and use a computer</li>
<li>Must be able to occasionally move or lift up to 25 pounds</li>
<li>May be asked to work supplemental hours periodically</li>
<li>Limited travel required occasionally during and after business hours</li>
</ul>
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
<br>NOT A CONTRACT

Financial Services Representative-Graves Mill

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