In Office - Sales / Financial Services Position

Job Details

Level: Experienced

Job Location: Sherman Oaks - SHERMAN OAKS, CA

Salary Range: $45,000.00 - $65,000.00 Base+Commission/month

Job Category: Sales

Description

Summary

This is an inside sales position. While on company premises, the incumbent is primarily responsible for seeking new accounts and for maintaining a limited number of existing accounts through courteous, prompt and attentive service within specific markets and verticals as deemed appropriate by sales management. The department manager will establish a maximum number of existing clients to be managed on rep by rep basis. All clients in excess of this limit will be transferred to the Client Service Center and a shared commission schedule will take effect. The position does not require face to face interaction with customers. This representative is an exemplary sales and customer service representative, consistently meeting and exceeding sales goals while offering outstanding customer service to customers, and contributing to the overall growth and revenues of the company. Incumbents in this position operate exclusively from their assigned office location.

Essential Duties

Essential duties and responsibilities include the following. Other duties may be assigned.

• Responsible for identifying, developing and researching new accounts and developing sales strategy.

• Responsible for meeting and exceeding all established goals by converting prospects to customers and ensuring repeat business through prompt, courteous service.

• Services a limited number of current accounts to maintain existing business base.

• Responsible for properly identifying client progress to date on current customers that require transfer to the Client Service Center.

• Monitors goals and progress, and provides weekly reports to management on the status of prospects and active clients.

• Using the company's internal communication system, conducts cold calls in prospecting potential clients.

• Conducts internet research in developing new client leads.

• Processes all necessary paperwork regarding estimates and communicates requirements to the department manager.

• Responsible for interfacing with appropriate departments to ensure proper processing.

Compensation

Total compensation will be calculated as a combination of base salary plus commissions on client revenues generated in excess of specific thresholds as outlined in the offer letter. Residual commissions will be paid on results generated by Client Sales Representative when clients are transferred.

Supervisory Responsibilities

The incumbent in this position does not supervise staff. This incumbent manages his/her assigned territory and accounts.

Environment/Physical Activity

The environment for this position is an office environment, mostly clean and comfortable. It may include some minor annoyances such as noise. The incumbent is in a non-confined office area in which he or she is free to move about at will.

In the course of performing this job, the incumbent typically spends time as follows:

• Walking Occasional. Walking is occasional in the performance of duties. Worker will walk as necessary throughout the day.

• Sitting Constant. Worker will spend most of the workday sitting in the performance of duties.

• Lifting Minimal. Worker will lift less than 5 lbs. throughout the day.

• Reaching Minimal. Worker may reach to secure forms and documents throughout the day.

• Fingering Constant. Worker is required to use finger activities when using the companys computer system.

• Feeling Constant. Worker feels and touches the computer keyboard and calculator while working.

• Vision Constant. Worker is constantly required to use accurate visual acuity in the performance of duties.

Mental Demands

The incumbent in this position must be able to accommodate to the following demands:

• Long periods of repetitive work activity.

• Time pressures and tight deadlines.

Equipment Operation

The incumbent in this position typically operates the following equipment:

• Company computer and software systems (Sales CRM, Excel, Word, Internet).

• Calculator

• Telephone and communication systems.

Qualifications

Education and Experience

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this job. Individual abilities may result in some deviation from these guidelines.

To effectively perform in this position, the incumbent is required to:

• Proficient in operating computer software programs (such as CUBS, Word and Excel).

• Basic math skills.

• Basic logic and reasoning skills.

• The ability to interact effectively with the public, customers, employees and management.

• The ability to perform this job successfully and satisfactorily.

• The incumbent must be able to perform this job safely, without endangering the health or safety of him/herself or others.