Operator Sales Team

As an Operator Sales Team member, you will play a crucial role in representing our clients and expanding their market presence. Your primary focus will be on selling products to both new and existing customers within your assigned territory. Additionally, you will collaborate with the sales team to develop and execute sales plans, ensuring we meet our targets and objectives.

This role offers an exciting opportunity to contribute to the success of our clients and the growth of our company. Operator Contact: 60% of time allocation. Make, obtain, and secure sales. Develop and maintain sales through product presentations and customer interaction on behalf of CORE clients as directed. Develop and maintain a Platinum Partner Portfolio, a minimum of 25 accounts by calling on them every 60 days.

Make a minimum of 10 sales calls per week. Present a minimum of 3 clients on each sales call. Utilize CRM for planning & reporting sales activity, obtaining targets, objective planning, and self-management by entering all relevant information in real time and in accordance with all assigned deadlines. Maintain and update operator profiles: Buyer contacts, priority, market segments, attributes, size, buying group affiliation, distribution channel, client competitive information, etc.

Manage administrative time in an effective manner. Preparing for and securing the necessary sales tools (samples, programs, digital presentation, etc.) needed for a professional sales presentation. Support team effort as needed and requested by management via company sales meetings, food shows, vendor fairs and district sales meetings.

Proven sales experience in a similar role, preferably in the financial services industry. Strong communication and interpersonal skills, with the ability to build rapport and establish trust with customers. Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines. Proficiency in using CRM systems and other sales-related software.

A results-driven and target-oriented mindset, with a track record of achieving sales goals. Ability to work independently and as part of a team, contributing to a positive and collaborative work environment. Strong problem-solving skills, with the ability to identify and resolve customer issues effectively. A self-motivated and proactive approach to work, taking initiative and seeking opportunities for improvement.

Excellent written and verbal communication skills, with the ability to present information clearly and concisely. A positive and enthusiastic attitude, with a passion for sales and a desire to drive business growth.