National Sales Executive -Agent Program

Join the people helping people.

PSCU/Co-op Solutions is now Velera ! PSCU and Co-op Solutions became a single entity on January 2, 2024, and our new company name was announced on May 7, 2024. Our new brand represents our combined company’s shared mission and unique ability to drive velocity and positive momentum for credit union success in a new era of financial services.

For people drawn to serving others through their work, Velera is a place to thrive, as we serve our credit union members best by taking care of each other first.

If you want to help shape an industry, challenge yourself, and invest in your own future, this is the place for you. Velera is a highly accessible environment where you’re empowered to think on your feet, work from your heart, and discover the very best version of your professional and personal self. “Our Momentum. Your Moment.”

This application is the first step in seizing your moment.

Basic Function

Under minimal direction, this position will focus on new business sales of our portfolio purchase credit card offering – Agent Managed Services program. This role is responsible for educating the financial institutions in their territory and working with the FIs and our partners to purchase the financial institution’s credit card portfolio along with providing PSCU’s processing, progressive cardholder tools, and our service and support. This sales role focuses on lead generation, qualification, opportunity management, selling, and closing portfolio purchases, credit card processing, cardholder experiences, and financial institution service and support. This position will perform a high level of quality sales process and positive corporate image with prospective and existing Financial Institutions. A successful candidate will enter new markets, build our brand reputation and form successful relationships with consultants and executives at the Financial Institutions.

As a quoted position, success will be measured by portfolios purchased. In this role, you will target new opportunities using industry knowledge and an understanding of the competitive landscape. There is a strong financial credit card portfolio understanding required for this position. A successful candidate will perform a high level of quality sales process and a positive corporate image with partners, internal resources, and prospective/existing Financial Institutions. To drive success the candidate will select the best opportunities in market, work with partners, present the offers, educate, enroll, sell and close PSCU’s credit card Agent Managed Services to financial institutions.

Essential Functions & Responsibilities

• Develop external business by promoting our financial products and solutions in both new and existing markets to increase market share within assigned territory.
• Assist the VP, Sales with forecasting revenue from all new business sales.
• Research and contact key individuals of influence at target Financial Institutions to develop, assess, and qualify their willingness to partner with the company as a function of the value they would bring to the company’s portfolio or growth strategy.
• Document business development activity and pipeline.
• Gather competitive intelligence and knowledge surrounding industry trends, share insights.
• Build and lead sales pipeline by exercising weekly structured calling campaign and timely following up on lead referrals and RFPs.
• Participate in regional sales activities to include nationally coordinated sales campaigns.
• Create and present, virtually and on site, formal proposals that include a detailed pricing analysis and incentive package.
• Establish and maintain effective communication with prospective Financial Institutions through appropriate contact channels; identify challenges throughout sales process that need to be overcome in order to successfully execute a commitment.
• Work with partners and present offers to prospects for the purchase portfolios.
• Assist the respective parties with contracts, negotiations, redlines and execution of agreements.
• Ensure smooth and efficient hand-off process of committed Financial Institutions to respective Account Executive who will maintain relationship.
• Achieve year-end revenue target established at beginning of fiscal year.
• Maintain effective working relationships within the industry by initiating or responding to invitations to serve as guest speaker, participate in informative projects, and attend state league meetings.
• Stay informed on industry trends, changes in industry regulations and competitive landscape.
• Participate in meetings, negotiations and other high-level strategic discussions with target companies.
• Strengthen brand awareness through active external organization and event (e.g., conferences, trade shows) involvement.
• Engage subject matter experts when necessary to assist in the sales process.
• Perform other duties as assigned.

Education

• Bachelor’s Degree preferred or equivalent combination of education and experience required.

Experience

• Five (5) years external sales experience with Financial Institutions OR Eight (8) years' experience in external business development and sales experience required.
• Consulting experience preferred.

Knowledge, Skills, & Abilities

• Demonstrate behaviors based on PSCU values: Service Excellence, Innovation, Leadership, Passion and Trust
• Ability to communicate effectively in both verbal and written formats and give presentations applying various audiovisual support aids
• Ability to manage multiple projects, work in fast-paced environment, and meet deadlines
• Must possess strong cold-calling skills and have the ability to negotiate with and influence others
• Ability to exercise discretion and independent judgment in making decisions and interact effectively and positively with all levels of company and credit union personnel
• Proficiency in word processing, spreadsheet, and presentation computer software applications
• Ability to consistently demonstrate strong reasoning and analytical skills

Pay Equity

Velera is committed to pay equity and a competitive benefits package. The hiring amount for this position based on relevant experience and internal equity; the pay range is:

$68,600.00

to

$92,600.00

In addition this position is eligible for an incentive plan, based on performance.

Benefits

At Velera, everything we do recognizes the fact that our employees are our most important asset. That’s why we are committed to a work/life integration that goes above and beyond to ensure that you have quality time at home with your family and/or to pursue outside interests and aspirations. We back this up with generous PTO, the opportunity to work remotely, flexible scheduling, and a management team that understands how to adjust when the unexpected curveballs of life happen.

Check out the comprehensive benefits Velera has to offer that further solidifies our reputation as a company that just “gets it” when it comes to balancing life’s planned and unplanned events while equipping you with all the tools for growth.

Velera offers:

• Beautiful, state-of-the-art campus

• Endless opportunities for advancement

• Competitive wages

• Generous paid time offand paid holidays

Our benefits package includes:

• Medicalwith telemedicine, no-cost diabetes supply program, and expert medical opinion services

• Dental and Vision

• Basic and Optional Life Insurance

• Company Paid DisabilityInsurance

• 401k (with employer match)

• Health Savings Accounts (HSA) with company provided contributions

• Flexible Spending Accounts (FSA)

• Supplemental Insurance

• Legal Plan

• Pet Insurance

• Adoption Assistance Plan

• Mental Health and Well-being: Employee Assistance Program (EAP)

• Mental health and Well-being: Virtual mental health support and resources

• Tuition Reimbursement

• Wellness program

• Back-up child care program

• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions.

Velera is committed to health and safety of all who enter our workplace. If this position requires you to report onsite at a Velera location, employee attentiveness and cooperation with Velera Employee Safety Workplace Protocols is critical.

Please Note: For roles with certain levels of travel and/or company car usage, Velera will require a completed Motor Vehicle Record Check, valid driver's license, and proof of insurance at time of hire and annually.

All applications are reviewed by an AIRS Certified Diversity and Inclusion Recruiter. Learn more about our commitment to Diversity, Equity, and Inclusion

(English and Spanish).