Are you seeking impactful and meaningful work? Does building rapport with people sound enjoyable to you? Do you have a passion for financial wellness? Do you have strong skill sets in active listening, persuasion, attention to detail, and communications?

This opportunity might be for you!

You will play a key role in connecting Credit Unions with GreenPath Financial Wellness by developing relationships with key decision makers at the Credit Union. Day to day, you will conduct outreach to build a network of contacts and manage Credit Union relationships in the United States. Through emails, calls, meetings, and presentations, you’ll demonstrate the importance of GreenPath services for people. Your impact will be to ensure GreenPath Services can be implemented as a benefit to Credit Union members and provide them with a path to becoming more financially secure. Ultimately, this will move the needle in our mission for people to become more financially secure!

Financial wellness is a key factor in people’s freedom to pursue their dreams. We envision a world where people are ready for life’s ups and downs, and we all have the tools we need to accomplish our financial goals.

Need to know:

• Opportunity to be remote or hybrid based on your location to GreenPath in Farmington Hills, MI
• Travel requirements are expected 20% - 40% of the time and require you to visit Credit Unions across the United States.
• This is a salaried, direct hire position. You can expect to work eastern time zone business hours.
• This compensation structure includes a base salary rate and an incentive plan based on performance. Total annual earnings will likely fall within the range of $60,000 - $80,000. GreenPath values fair, equitable experiences for team members. Our compensation philosophy reflects this as we review your experience, skills, internal equity, market equity, and more to pin-point a final salary prior to an offer. GreenPath also offers a generous benefits package - please see details at the bottom of this advertisement.
• This is an important role for the organization. We plan to actively recruit, and move swiftly as we have the opportunity to meet with candidates.

We Have:

• Extraordinary opportunities for growth and development.
• A tenured and committed Development Team
• A guiding principle to put people at the center of everything we do. Empathy coaching, human-centered design and behavioral economics practices anchor our work in meeting people’s needs.
• Caring, compassionate and creative humans that show up every day with integrity and a drive to provide a quality experience through each and every interaction. This is more than a job for most of us. We are on a mission to make it easier for people to be financially well.
• Partnerships with others enable us to impact financial health on a large scale. We collaborate to design and deliver financial health services that are a win for people, for our partners, and for GreenPath.
• Products and services designed specifically with our clients in mind.

You Have:

• At least 3 years of demonstrated success in business-to-business sales
• Demonstrated the ability to establish and maintain relationships with key stakeholders
• Fluency in Spanish is strongly preferred
• Prior work experience in credit unions, banking, lending, or credit counseling (preferred)
• A strong commitment to inclusive, and diverse outreach to people and organizations ensuring GreenPath’s services are accessible to all.
• Exceptional verbal and written communication skills. This includes the ability to adapt your communication to suit different audiences. The ability to facilitate group conversations and make formal presentations are critical skills as well.
• Proficiency with MS Office Suite

The Day to Day:

Business Development:

• Perform market research and analyze data to develop sales plans.
• Develop and update sales presentations.
• Implement and execute the sales plan (identify contacts, generate leads, make cold-calls, implement email campaigns, mail letters and brochures, attend conferences, schedule webinars and in-person meetings and presentations etc.). Follow up with all prospects on a regular basis and negotiate as necessary to close sales.
• Achieve sales activity quarterly goals, including unique meaningful conversation and presentation goals.
• Achieve annual revenue targets and other set goals, by generating leads, building relationships, effectively selling GreenPath programs, products and services, negotiating and closing new partner agreements, and setting appropriate expectations for successful long-term partnerships that bring long-term revenue.
  • Work with Manager and Legal/Compliance when prospects request to negotiate standard contracts, to ensure acceptable agreements are put in place.
• Stay informed on new products and services to effectively sell all that GreenPath has to offer.
• Utilize SalesForce and HubSpot to plan and track activities with prospects, track sales pipeline, forecast, and provide visibility to the sales team and management. Meet sales plan requirements, and provide reports as needed for the manager covering contacts, presentations made, site visits, sales pipeline, and completed sales.
• Represent GreenPath at state and national trade association meetings and conferences (Credit Union Leagues, Bankers’ Associations, etc.) to promote products and services, grow a network of contacts, and to remain knowledgeable on issues of significant interest to potential partners.
  • Build and maintain relationships with the staff of state and national trade associations in order to maximize outreach and marketing efforts to member institutions.
• Identify and lift up to manager other industries and/or products with potential for penetration.
• Support other team members and territories as needed.

Collaboration with Partner Experience Team:

• Work closely with and maintain excellent communication with Partner Experience team to ensure smooth transitions for new partners that sign on with GreenPath, and to ensure successful long-term partnerships. Share learnings about prospect needs and competitive information with Partner Relations team.
• Collaborate with Partner Experience Team to sell new products, such as the Virtual Financial Coach, and others where appropriate, into our partner relationships.
• Assist Partner Experience team with solidifying partnerships, especially in cases of potential cancellations.

The Perks:

• We all need some “me time” every once in a while. All full-time employees receive 19 paid days off during their first year of employment, in addition to 10 company-paid holidays per year. Use it for a fabulous vacation, to play nurse (or patient) at home, or sit on your couch watching DIY marathons on HGTV all day. We don’t care – it’s your time. Enjoy.
• Need some additional time to focus on preventative care? GreenPath provides all employees with additional Preventative Care Time Off to encourage all employees to be proactive about their physical wellness.
• Saving for Retirement? GreenPath employees can start contributing to a 403b right away! After one year of employment we make a monthly contribution to eligible employee’s Retirement Account equivalent to 5% of their gross compensation.
• Need to reduce your student loan debt? GreenPath is a qualified employer under the federal Public Service Loan Forgiveness (PSLF) program, which means that you may be able to have a portion of your federal student loans forgiven after meeting certain eligibility requirements of the PSLF program.
• Planning on growing your family? GreenPath offers paid Maternity and Paternity benefits.
• Continuous learners can get their classroom fix in a couple of different ways. GP team members are eligible for up to $2,500 in tuition reimbursement per year. In addition, GP team members can attend courses through Invest in Yourself, an in-house educational program offering training classes on a variety of topics ranging from Cash Flow Planning to Microsoft Excel to Stress Management.
• What to take additional college courses? We have an agreement with Cleary College where all GreenPath employees are eligible for a 50% discount on college tuition.

GreenPath Financial Wellness reserves the right to change this description at any time. GreenPath Financial Wellness practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, gender identity, sexual orientation, protected disability, marital status, familial status, veteran status, height, weight or citizenship.