Financial Sales Representative Job Description

Financial Sales Representative Job Description

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Financial sales representative provides on demand and regularly scheduled reports using a variety of technology tools; including, but not limited to, Workday, Hyperion, Microsoft – Excel; Access; Word and PowerPoint, and Cognos.

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:

Partner or Associate Partner
In a sales role not a delivery role so must have worked in a Sales role in a Software or Consultancy organisation previously
Predominantly experienced in Banking, Financial Markets & insurance industries
An ability to sell, interest to pursuing a career in sales
Maintain disciplined approach to daily sales activity pipelines and systems based workflow
Maintain or grow sales at or above quota
Establish appointments with senior level executives of these organisations
Produce accurate sales forecasting and keep an up-to-date pipeline, contacts and meeting notes in CRM system
Develop and execute on sales/business plans to achieve quarterly sales/business objectives
Guide business decision makers and targeted leads to initiate the sales process and deliver real business value to information technology buyers line of business executives and buyers

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:

Financial services offered by the bank
Excel
Microsoft Word
PowerPoint
Activities
CRM tools and internal work queues
Client's industry
Company's breadth of solutions and engages specialist resources as needed
Customers on IT financial solutions
Keeps abreast of trends and lead discussions with IT on strategic directions and linking discussions

Desired experience for financial sales representative includes:

To start on April 6, 2015 Full-time
Completion of secondary school or general banking experience is recommended
Fluent in Spanish to support Spanish speaking clients
Fluent in German to support German speaking clients
Fluent in French to support french speaking clients
Operate as part of an Asia team

Financial Sales Representative Examples

1

Financial Sales Representative Job Description

Job Description Example
Our growing company is hiring for a financial sales representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial sales representative
  • 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
Qualifications for financial sales representative
  • 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
2

Financial Sales Representative Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial sales representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial sales representative
  • 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
Qualifications for financial sales representative
  • 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
3

Financial Sales Representative Job Description

Job Description Example
Our company is searching for experienced candidates for the position of financial sales representative. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial sales representative
  • 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
Qualifications for financial sales representative
  • 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
4

Financial Sales Representative Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial sales representative. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial sales representative
  • 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
Qualifications for financial sales representative
  • 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
5

Financial Sales Representative Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial sales representative. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial sales representative
  • 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)
Qualifications for financial sales representative
  • 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

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