Business Development Representative - Financial Sales - Entry Level

Business Development Representative

Shamrock and RTS Financial are looking for a Business Development Representative. This entry level sales position is responsible for supporting, managing, and developing new and existing accounts for RTS Financial. The goal of the role is to understand the fundamentals of sales and account management and develop the skills necessary to transition to a successful Business Development Associate. An ideal candidate will be self-motivated with an outgoing, ambitious and dynamic sales personality.

What You'll Do

Work closely with sales team to retain and gain new business

Effectively present and explain financial products and their intended value

Negotiate spreads and maximize profitability on all business

Build and maintain strong, long-lasting relationships and communication

Analysis of existing client accounts with the goal of identifying upselling and cross-selling sales growth opportunities

Ensure the timely and successful delivery of requests and solutions according to client needs and objectives

Communicate the status of all client relationships clearly and timely

Assist with high severity requests or issue escalations as needed

Ensure all required processes are used to maximize performance and yield and achieve consistency with strategies set by senior management

Participate in strategic planning, including corporate positioning, competitive analysis, customer segment selection and penetration plans

Assess market potential, competitive pricing and profitability for existing business models and assist in developing documentation for new models

Assist in product marketing, including product launch management, new business development, presentations, sales tools, and competitive analysis

Continually refine all processes as necessary to stay in front of customers in relevant industries

Track metrics for all programs and activities

What You'll Bring

Bachelor's degree or 2+ years of customer service or account management experience

Passion to learn and relationship driven

Desire to work in a competitive sales and team environment

Excellent computer skills (Salesforce and Microsoft Office Suite)

Highly organized with the ability to multi-task

Self-motivated and self-sufficient, while having the confidence to seek guidance and direction as needed

Critical thinking and negotiation skills

Attention to detail

Strong interpersonal communication skills, both written and verbal

Bilingual skills not required, but a plus