Outbound Sales Associate – Merchant Services
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Job Description
Outbound Sales Associate responsible for selling merchant services and setting appointments for Sales Advisors. Engaging with business owners and establishing connections for payment solutions.
Responsibilities:
- Responsible for selling merchant services by setting appointments for, or transferring business customers leads to Sales Advisors
- Connect with business owners
- Set the stage for better cash flow and payments collection services conversations
- Partner closely with merchant services sales team members and leaders
- Communicate with bank colleagues to keep them apprised of calling efforts
- Place outbound calls through a variety of lead sources
- Discover needs of customer
- Explain the high-level features and benefits of merchant products and services
- Recommend appointment with sales advisor and schedule those appointments
- Actively prospect and build relationships with new clients
- Convert leads into valuable appointments
- Leverage partners to learn products and services in order to maximize cross sales opportunities
- Accurately report out all leads and status updates within the CRM
- Stay informed about industry trends, competitive offerings, and client needs
Requirements:
- High School Diploma, GED, or equivalent
- 2 years of sales experience in financial services, especially merchant services
- Exceptional communication and relationship-building skills
- Proven ability to close deals and achieve ambitious targets
- Sales expertise in the business space from $0-$3 million in annual sales
- Expertise in virtual sales in a call center environment
- Ability to multitask in a fast-paced environment
- Strong problem-solving skills and a customer-centric approach
- Proficiency in MS Office suite
- 2-5 years' experience in merchant services sales in a call center environment
- Bonus points for fluency in an additional language
- Proficiency in Salesforce
Benefits:
- health insurance coverage
- wellness program
- life and disability insurance
- retirement savings plan
- paid leave programs
- paid holidays
- paid time off (PTO)
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