Sales Representative

Job Purpose: 
Sales Representatives are skilled in obtaining leads and closings, and are responsible for generating new revenue through the sales of the company’s services. In addition to possessing excellent customer service skills, the Sales Representative works directly with executives and key personnel to identify, strategize, prioritize, and pursue new and existing opportunities. The ideal candidate will understand the need to continuously develop and feed a sales funnel, generate new opportunities, and close on opportunities in order to a thrive in a fast paced agile working environment.

Essential Job Functions: 

• Adhere to company policies and culture.
• Identify and initiate contact with potential clients and opportunities.
• Qualify potential clients to ensure a match for the Company’s client criteria.
• Retain communication and build relationships with clients by making in person and virtual calls.
• Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
• Obtain and maintain knowledge of services offered on company and client sides.
• Maintain knowledge of industry regulations.      
• Maintain CRM daily with customer contacts and details.
• Communicate with Sales leadership on a regular basis.
• Participate in events such as trade shows and/or sales conferences.
• Stay abreast on current trends and industry changes.
• Strive to continuously meet or exceed performance goals and departmentally defined objectives.

Knowledge, Skills and Abilities:

• Ability to identify client needs and make recommendations.
• Executive presence to influence senior decision-makers.
• Excellent interpersonal and leadership skills including the ability to work well independently and in a team environment.
• Strong customer service ethic and outstanding ethical standards. 
• Ability to learn new systems and information quickly.
• Possess solid negotiation and closing skills.

Basic Qualifications:

• High school diploma or equivalent. 
• Strong Oral and written communication skills. 
• Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices.
• Ability to multi-task and work in a fast paced environment; strong organizational skills.

Preferred Qualifications:

• Sales Experience
• Some knowledge of financial, real estate or servicing industry.

Supervisory Responsibility:
This position has no supervisory responsibilities.

Work Environment:
Working professionally in a remote capacity in the field making sales calls, attending meetings and following up with clients. Depending on location, may routinely operate in a professional office environment that uses standard office equipment such as computer, phone and photocopiers.

Physical Requirements/ADA:

No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility.

Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.

Job frequently requires sitting, handling objects with hands.

Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs.

Vision requirements: Ability to see information in print and/or electronically.

Position Type/Expected Hours of Work:
Days and hours of full –time position are Monday through Friday, 8:00 a.m. to 5 p.m.  Part-time positions may be considered.

Travel:
Travel is expected for this position.