What are the responsibilities and job description for the Sales Representative position at Dorhout Retirement Services?
Job Description
Job Description
Are you a self-motivated, competitive, and highly-driven salesperson looking to take the next step in your career? Our field sales representative position just might be what you’re looking for. You are the producer of new business in your sales territory, capable of targeting, nurturing, and converting leads into new accounts. The ideal candidate has a proven track record of success in sales, leveraging their strong time management, interpersonal, and communication skills to grow a book of business. We offer a competitive base salary and a generous commission plan. Ready to be part of a company that values your hard work and dedication? If so, apply now!
Compensation :
45,000 - $50,000 yearly
Responsibilities :
- Maintain up-to-date information on our services and products, industry, competition, and market conditions in order to present them to clients and ensure customer needs are met
- Implement and carry out strategies to acquire new clients in your sales territory
- Keep company abreast of new business development opportunities, account status, potential customers, customer needs, and competitive issues using CRM
- Go to in-person or online trainings, meetings, trade shows, and sales events
- Initiate contact and follow up with potential customers to present our new products or services
- Complete and process New Business applications
- Update & review database / CRM to reflect account status focused on new business and / or service
- Maintain an organized, compliant, and efficient filing system
- Follow up on pending business and contact individual clients with updates
- Assist Financial Advisors with pre-appointment requirements and financial planning responsibilities
- Prepare, manage, and track the new business pipeline
- Assist Advisors with client support, mailings, educational workshops, and client events as needed
- Act as phone back-up to other members of our team
- Maintain current Advisor’s licenses and appointments
Qualifications :
About Company
Dorhout Retirement Services has been helping retirees and pre-retirees retire with confidence for almost 20 years! Our team is dedicated to understanding what our clients need in the short term, as well as what will secure your family in the future - this is what every retiree deserves. Every decision we make together is designed to fit your ideal vision; both for the here and now, and for generations to come. Come join our mission in helping every American secure retirement.
Salary : $45,000 - $50,000
