Our client is based in Lake Oswego, Oregon, just south of Portland, and has a team of over 50 people who specialize in building financial services businesses of enduring and transferable value. If the building process isn't for you, we have created and continue to operate the largest open market for buying and selling financial practices. Either way, we can help you manage the equity you've built over a lifetime of work in this industry. Our client aims to help you plan for your future and ensure you're ready when it arrives.

The Sales Representative identifies and nurtures new business with prospects and prior clients. Conducts outbound email campaigns and follows up with call campaigns to identify opportunities for Senior Sales Specialists to hold in-depth discovery meetings and close sales. Meets targets on calls placed, converts leads, and achieves revenue.

This role will start off 100% on-site and can transition to a hybrid role down the line.

Compensation: $50K/yr ($100K OTE)

Availability: Monday - Friday 8am - 5pm

Duties & Responsibilities:

• Solicits new business from an existing pipeline of warm prospects and former clients.
• Identifies prospect's needs and offers opportunities to explore solutions further.
• Effectively communicates the value proposition to generate sales demand.
• Works collaboratively with the team of Business Development Specialists to maximize lead generation, close rates, and overall revenue.
• Works collaboratively with internal marketing and business intelligence partners to assess the success rates of campaigns and messaging and recommend improvements to increase sales.
• Follows all procedures for preparing engagements, resolving issues, and submitting regular reports regarding sales, pipeline lists, forecasts, and market insights.
• Generates revenue and meets/exceeds established sales targets.
• Other duties as assigned.

Qualifications:

• BSc/BA in business, communication, marketing, or related areas.
• 2 years of business development, account executive, or sales experience is preferred
• Experience in financial services, banking, law, or other professional services is encouraged.
• Experience using a CRM is preferred
• Experience with Salesforce, Slack, and HubSpot is strongly preferred
• Effective use of LinkedIn to help build awareness and demand for services.
• Adept at prospecting and using practical consultative selling principles and practices
• Adept at identifying client's needs, opportunities, and threats to their status quo.
• Ability to plan and organize, set priorities in a fast-paced environment
• Persuasive communication skills: verbal, written, and presentation
• Self-motivated: works well independently
• Strong problem-solving and analytical skills
• Understanding of financial market dynamics, including demographics
• Ability to travel as needed

CampusPoint is an Equal Opportunity Employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

If you need assistance or an accommodation due to a disability, you may contact us at hr@campuspoint.com or 1 206-783-9200 (ask to speak with an HR representative). The process is outlined in CampusPoint’s ADA Policy .