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Sales Associate jobs at The Mclean Group

- 102 jobs
  • Sales Associate

    United Bank, Inc. 4.2company rating

    Front Royal, VA jobs

    The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals. RESPONSIBILITIES: * Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. * Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits. * Adhere to cash differences/controllable losses policy. * Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds. * Comply with all department and company policies, procedures, and overall security. * Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. * Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards. * Promote and maintain positive relationships with all internal and external customers. * Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications SKILLS/QUALIFICATIONS: * High school diploma or equivalent. * Successful completion of the Bank's in-house Sales Associate Training Program. * Previous customer service contact experience is highly desired. * Ability to demonstrate a sales-oriented professional demeanor. * Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus. * Experience in handling money preferred. * Proficiency in Microsoft Office Products (Word, Excel) required. * Understanding and working knowledge of appropriate core banking system is a plus. * Detailed oriented. * Professionalism and confidentiality are essential. * Flexibility on work schedule as business needs arise. KEY COMPETENCIES * Customer Service * Interpersonal Skills * Dependability (Attendance & Punctuality) * Task Management Essential Functions: * Sitting and standing for extended periods of time. * Ability to operate a computer keyboard, mouse, and other computer components. * Ability to reach over teller counter or desk area to receive customer transaction documents. Ability to lift and carry up to twenty pounds. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: Outside Sales, Information Security, Compliance, Bank, Banking, Sales, Technology, Legal, Finance
    $26k-33k yearly est. 27d ago
  • Regional Sales Associate

    Euronet Worldwide, Inc. 4.8company rating

    Virginia jobs

    Join Euronet Worldwide, Inc., a leader in the fintech space, as a Regional Sales Associate. This exciting role is perfect for individuals looking to kickstart their sales career within a dynamic and innovative company that powers financial transactions around the globe. Preferred locations: Illinois, Indiana, Virgina, Tennessee, North Carolina or South Carolina. As a Regional Sales Associate, you will assist in driving growth by supporting the sales team in acquiring new clients and maintaining relationships with existing ones. You will be responsible for conducting market research, generating leads, and managing customer inquiries to ensure a high level of satisfaction and engagement. Your role will also involve attending trade shows and supporting sales initiatives within a defined territory. The ideal candidate will be an enthusiastic self-starter with a passion for sales and a keen interest in the financial technology industry. * Research and identify prospective clients in the assigned region * Support outbound prospecting through email, CRM tasks, and LinkedIn outreach * Assist with qualifying inbound leads and maintaining accurate CRM records * Prepare meeting materials, presentations, and follow-up emails * Schedule sales calls, demos, client meetings, and conferences * Help draft proposals, pricing summaries, and RFP responses * Track sales pipeline metrics, activity logs, and performance reports * Coordinate with Marketing on campaigns, events, and trade show support * Assist with contract documentation and client onboarding handoffs * Provide general administrative and operational support to the Regional Sales Director
    $58k-77k yearly est. 26d ago
  • Real Estate Buyers Salesperson

    The Redux Group 4.3company rating

    Short Pump, VA jobs

    Job Description We're searching for an ambitious, professional real estate sales buyer's agent for an exciting chance with our team. You'll be responsible for generating leads, working with prospective homebuyers, and continuously following up to close the deal. Applicants should be experienced, driven sales professionals who want to take the next step in their career. Apply now! Compensation: $130,000+ commission based income Responsibilities: Host open houses to engage with buyers and introduce them to the local real estate market Engage, cultivate, and convert new contacts into buyer clients Guide buyers through the buying process to find the best property for their needs Educate clients about relevant market changes, neighborhoods, financing options, and general information necessary to make a decision in the ever-changing real estate landscape Actively work with team members to grow market share and a positive team reputation Qualifications: Active Virginia real estate license Experience in real estate is a plus; if not, we will train you! Desire and work ethic to build your professional reputation and personal wealth through real estate Excellent verbal, written, and presentation skills Service-oriented attitude with a client-first focus Coachable About Company Join Our Winning Team at The Redux Group! The Redux Group is a dynamic, growth-focused real estate team serving the Mid-Atlantic region, including Delaware, Maryland, Pennsylvania, Virginia, and Washington, DC! As a top-producing team, we're passionate about helping our agents excel while fostering a supportive, family-like atmosphere. We're looking for motivated individuals eager to sharpen their skills, thrive in a fast-paced environment, and contribute to a team that celebrates success and encourages one another to reach new heights. The Redux Group is an equal opportunity employer that values diversity and inclusion. All qualified applicants are welcome to apply. If you're ready to grow your career with a team that's dedicated to your success, we'd love to hear from you. Come grow your career with us!
    $23k-54k yearly est. 24d ago
  • Sales Associate

    United Bank, Inc. 4.2company rating

    Harrisonburg, VA jobs

    The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals. RESPONSIBILITIES: * Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. * Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits. * Adhere to cash differences/controllable losses policy. * Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds. * Comply with all department and company policies, procedures, and overall security. * Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. * Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards. * Promote and maintain positive relationships with all internal and external customers. * Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications SKILLS/QUALIFICATIONS: * High school diploma or equivalent. * Successful completion of the Bank's in-house Sales Associate Training Program. * Previous customer service contact experience is highly desired. * Ability to demonstrate a sales-oriented professional demeanor. * Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus. * Experience in handling money preferred. * Proficiency in Microsoft Office Products (Word, Excel) required. * Understanding and working knowledge of appropriate core banking system is a plus. * Detailed oriented. * Professionalism and confidentiality are essential. * Flexibility on work schedule as business needs arise. KEY COMPETENCIES * Customer Service * Interpersonal Skills * Dependability (Attendance & Punctuality) * Task Management Essential Functions: * Sitting and standing for extended periods of time. * Ability to operate a computer keyboard, mouse, and other computer components. * Ability to reach over teller counter or desk area to receive customer transaction documents. Ability to lift and carry up to twenty pounds. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Harrisonburg Nearest Secondary Market: Virginia Job Segment: Bank, Banking, Outside Sales, Information Security, Finance, Sales, Technology
    $26k-33k yearly est. 38d ago
  • Sales Associate

    United Bank, Inc. 4.2company rating

    Springfield, VA jobs

    The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals. RESPONSIBILITIES: * Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. * Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits. * Adhere to cash differences/controllable losses policy. * Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds. * Comply with all department and company policies, procedures, and overall security. * Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. * Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards. * Promote and maintain positive relationships with all internal and external customers. * Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications SKILLS/QUALIFICATIONS: * High school diploma or equivalent. * Successful completion of the Bank's in-house Sales Associate Training Program. * Previous customer service contact experience is highly desired. * Ability to demonstrate a sales-oriented professional demeanor. * Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus. * Experience in handling money preferred. * Proficiency in Microsoft Office Products (Word, Excel) required. * Understanding and working knowledge of appropriate core banking system is a plus. * Detailed oriented. * Professionalism and confidentiality are essential. * Flexibility on work schedule as business needs arise. KEY COMPETENCIES * Customer Service * Interpersonal Skills * Dependability (Attendance & Punctuality) * Task Management Essential Functions: * Sitting and standing for extended periods of time. * Ability to operate a computer keyboard, mouse, and other computer components. * Ability to reach over teller counter or desk area to receive customer transaction documents. Ability to lift and carry up to twenty pounds. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: Bank, Banking, Outside Sales, Developer, Information Security, Finance, Sales, Technology
    $26k-33k yearly est. 19d ago
  • Sales Associate

    United Bank, Inc. 4.2company rating

    Stafford Courthouse, VA jobs

    The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals. RESPONSIBILITIES: * Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. * Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits. * Adhere to cash differences/controllable losses policy. * Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds. * Comply with all department and company policies, procedures, and overall security. * Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. * Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards. * Promote and maintain positive relationships with all internal and external customers. * Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications SKILLS/QUALIFICATIONS: * High school diploma or equivalent. * Successful completion of the Bank's in-house Sales Associate Training Program. * Previous customer service contact experience is highly desired. * Ability to demonstrate a sales-oriented professional demeanor. * Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus. * Experience in handling money preferred. * Proficiency in Microsoft Office Products (Word, Excel) required. * Understanding and working knowledge of appropriate core banking system is a plus. * Detailed oriented. * Professionalism and confidentiality are essential. * Flexibility on work schedule as business needs arise. KEY COMPETENCIES * Customer Service * Interpersonal Skills * Dependability (Attendance & Punctuality) * Task Management Essential Functions: * Sitting and standing for extended periods of time. * Ability to operate a computer keyboard, mouse, and other computer components. * Ability to reach over teller counter or desk area to receive customer transaction documents. Ability to lift and carry up to twenty pounds. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Richmond Job Segment: Bank, Banking, Outside Sales, Information Security, Finance, Sales, Technology
    $26k-33k yearly est. 31d ago
  • Associate, US Corporate Derivatives Sales

    Natwest Group 3.9company rating

    Stamford, CT jobs

    This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business. Purpose of Role: Member of the US team originating/executing derivatives solutions for risk management/hedging purposes for US customers including US Corporates, US Project Finance/Infrastructure customers, global leveraged finance/sponsors and US Private Financing customers. Products include interest rate swaps, cross-currency swaps and interest rate options. What does this role holder do? * Work as part of a team originating and executing derivatives solutions for a corporate client base * Support and maintain a robust risk control environment * Accurately book all trading activities within the relevant systems * Timely follow up of trade queries to minimize the risk of errors * Promptly escalate all issues (eg. breaches / losses) at time of discovery and in line with policy * Build and maintain relationships with clients and internal stakeholders * Prepare pitch books, pricing analysis, and client presentations. * Negotiate ISDA documents * Work with internal partner areas (eg. Trading, Credit, Operations, Relationship Management) to ensure Bank resources and the client relationship are optimized at all times * Promote NWM Strategy to designated clients. Provide market updates to clients in writing and over the phone * Ensure that activities are within guidelines and policies, covering (but not exclusive to) market, operational, credit, conduct and regulatory risks * Actively seek learning opportunities to improve product knowledge and sales skills * Undertake periodic business related projects to assist in the analysis and development of the business What are the skills, knowledge and experience needed to do the role? The successful candidate will be required to establish close working relationships globally across Capital Markets and Sales & Trading businesses as well as maintain similar relationships with our business partners in Operations, Credit, Counterparty Exposure Management, Legal, Risk, Finance, NatWest Bank Relationship Managers and other product areas. Skills Required * Minimum of 2 years previous experience on the buy or sell side in a Interest Rate Derivatives structuring or sales role. Knowledge and experience executing Interest Rate Derivatives transactions. * Good understanding of XVA concepts (CVA, DVA, FVA). * Self starter with a strong team ethic - demonstrate a passion to perform and an ability to work under pressure. * Core understanding of the regulatory environment affecting the Interest Rate Derivatives market. * High proficiency in MS Office suite, Bloomberg The expected base annual salary range for this position is $135,000 - $170,000 at the start of employment. This is not a guarantee of compensation. The exact compensation is determined on an individualized basis and may vary based on skills, experience, training licensure, certifications and location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement. It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Equal Opportunity Employer -Disabled/Veteran - review 'EEO Is The Law', "EEO is the law- Supplement" & "Pay Transparency Provision" posters here.
    $28k-38k yearly est. 26d ago
  • Associate, US Corporate Derivatives Sales

    Natwest Markets 3.9company rating

    Stamford, CT jobs

    Closing date for applications: 21/12/2025 Job type Permanent Contract type Full Time \#R-00267623 Our people work differently depending on their jobs and needs. From hybrid working to flexible hours , we have plenty of options that help our people to thrive. This role is based in the United States and as such all normal working days must be carried out in the United States. **** _This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business._ **Purpose of Role:** Member of the US team originating/executing derivatives solutions for risk management/hedging purposes for US customers including US Corporates, US Project Finance/Infrastructure customers, global leveraged finance/sponsors and US Private Financing customers. Products include interest rate swaps, cross-currency swaps and interest rate options. **What does this role holder do?** + Work as part of a team originating and executing derivatives solutions for a corporate client base + Support and maintain a robust risk control environment + Accurately book all trading activities within the relevant systems + Timely follow up of trade queries to minimize the risk of errors + Promptly escalate all issues (eg. breaches / losses) at time of discovery and in line with policy + Build and maintain relationships with clients and internal stakeholders + Prepare pitch books, pricing analysis, and client presentations. + Negotiate ISDA documents + Work with internal partner areas (eg. Trading, Credit, Operations, Relationship Management) to ensure Bank resources and the client relationship are optimized at all times + Promote NWM Strategy to designated clients. Provide market updates to clients in writing and over the phone + Ensure that activities are within guidelines and policies, covering (but not exclusive to) market, operational, credit, conduct and regulatory risks + Actively seek learning opportunities to improve product knowledge and sales skills + Undertake periodic business related projects to assist in the analysis and development of the business **What are the skills, knowledge and experience needed to do the role?** The successful candidate will be required to establish close working relationships globally across Capital Markets and Sales & Trading businesses as well as maintain similar relationships with our business partners in Operations, Credit, Counterparty Exposure Management, Legal, Risk, Finance, NatWest Bank Relationship Managers and other product areas. **Skills Required** + Minimum of 2 years previous experience on the buy or sell side in a Interest Rate Derivatives structuring or sales role. Knowledge and experience executing Interest Rate Derivatives transactions. + Good understanding of XVA concepts (CVA, DVA, FVA). + Self starter with a strong team ethic - demonstrate a passion to perform and an ability to work under pressure. + Core understanding of the regulatory environment affecting the Interest Rate Derivatives market. + High proficiency in MS Office suite, Bloomberg The expected base annual salary range for this position is $135,000 - $170,000 at the start of employment. This is not a guarantee of compensation. The exact compensation is determined on an individualized basis and may vary based on skills, experience, training licensure, certifications and location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement. **It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Equal Opportunity Employer -Disabled/Veteran - review "EEO Is The Law", "EEO is the law- Supplement" & "Pay Transparency Provision" posters** here (*************************************************************** **.**
    $28k-38k yearly est. 44d ago
  • Sales Associate

    United Bank, Inc. 4.2company rating

    Brandermill, VA jobs

    The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals. RESPONSIBILITIES: * Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. * Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits. * Adhere to cash differences/controllable losses policy. * Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds. * Comply with all department and company policies, procedures, and overall security. * Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. * Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards. * Promote and maintain positive relationships with all internal and external customers. * Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications SKILLS/QUALIFICATIONS: * High school diploma or equivalent. * Successful completion of the Bank's in-house Sales Associate Training Program. * Previous customer service contact experience is highly desired. * Ability to demonstrate a sales-oriented professional demeanor. * Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus. * Experience in handling money preferred. * Proficiency in Microsoft Office Products (Word, Excel) required. * Understanding and working knowledge of appropriate core banking system is a plus. * Detailed oriented. * Professionalism and confidentiality are essential. * Flexibility on work schedule as business needs arise. KEY COMPETENCIES * Customer Service * Interpersonal Skills * Dependability (Attendance & Punctuality) * Task Management Essential Functions: * Sitting and standing for extended periods of time. * Ability to operate a computer keyboard, mouse, and other computer components. * Ability to reach over teller counter or desk area to receive customer transaction documents. Ability to lift and carry up to twenty pounds. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Richmond Job Segment: Administrative Assistant, Bank, Banking, Outside Sales, Compliance, Administrative, Finance, Sales, Legal
    $25k-33k yearly est. 60d+ ago
  • Sales Associate

    United Bank, Inc. 4.2company rating

    Tappahannock, VA jobs

    The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals. RESPONSIBILITIES: * Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. * Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits. * Adhere to cash differences/controllable losses policy. * Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds. * Comply with all department and company policies, procedures, and overall security. * Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. * Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards. * Promote and maintain positive relationships with all internal and external customers. * Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications SKILLS/QUALIFICATIONS: * High school diploma or equivalent. * Successful completion of the Bank's in-house Sales Associate Training Program. * Previous customer service contact experience is highly desired. * Ability to demonstrate a sales-oriented professional demeanor. * Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus. * Experience in handling money preferred. * Proficiency in Microsoft Office Products (Word, Excel) required. * Understanding and working knowledge of appropriate core banking system is a plus. * Detailed oriented. * Professionalism and confidentiality are essential. * Flexibility on work schedule as business needs arise. KEY COMPETENCIES * Customer Service * Interpersonal Skills * Dependability (Attendance & Punctuality) * Task Management Essential Functions: * Sitting and standing for extended periods of time. * Ability to operate a computer keyboard, mouse, and other computer components. * Ability to reach over teller counter or desk area to receive customer transaction documents. Ability to lift and carry up to twenty pounds. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Richmond Job Segment: Bank, Banking, Information Security, Developer, Finance, Sales, Technology
    $26k-33k yearly est. 5d ago
  • Sales Associate- Duck Thru Food Stores (Suffolk, VA)

    Jernigan 4.0company rating

    Suffolk, VA jobs

    Job Details Suffolk, VADescription The purpose of this job description is to give new employees an overview of what is expected of a Sales Associate in Duck Thru Food Stores. The following list is not all-inclusive. The position may be asked to perform other duties, especially those that are not considered usual and customary in the convenience store industry. Sales Associates must report to the Store Manager for assistance and guidance. Store Operations: Forecast, order, stock, and merchandise product Stock refrigerator units with drinks and perishable goods Ensure prompt reconciliation of store operations paperwork Keep work area neat, clean, and organized Clean front/face and restock shelving, displays, and coolers as needed. Clean fast food area, equipment, and stock as needed. Keep coolers and cooler doors clean Maintain cleanliness of restrooms and facilities Enter all sales in the register at the time of sale Make drops into the safe per instructions Prepare shift reports accurately Assist the Store Manager with store operations Customer Service: Ensure prompt, efficient, and courteous customer service Greet and thank all customers in a timely and professional manner Suggest possible purchases to the customer and promote store specials Dress in a manner that is consistent with Duck Thru Food Store policies Job Specifications: Ability to operate necessary machines within the store Previous retail experience preferred Ability to work nights, weekends, and holidays Ability to work independently Accountable for large amounts of cash Ability to follow instructions Full-time employees should average approximately forty (40) hours per week. All hours worked in excess of forty hours per week will be paid overtime at one and one-half times the straight hourly rate. Physical Requirements: Stocking may require lifting up to 50 pounds Intermittent sitting, standing, or bending Exposure to cold temperatures when stocking refrigerator units Ability to use safety equipment, including dolly, or hand cart for lifting heavy boxes or other store items, ladders, and grills or deep cooking fryers Benefits: 401K Paid Time Off (PTO) Paid Holidays Bi-weekly Pay Health Insurance Bereavement Pay
    $25k-33k yearly est. 60d+ ago
  • Sales Associate

    United Bank, Inc. 4.2company rating

    Fredericksburg, VA jobs

    The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals. RESPONSIBILITIES: * Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. * Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits. * Adhere to cash differences/controllable losses policy. * Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds. * Comply with all department and company policies, procedures, and overall security. * Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. * Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards. * Promote and maintain positive relationships with all internal and external customers. * Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications SKILLS/QUALIFICATIONS: * High school diploma or equivalent. * Successful completion of the Bank's in-house Sales Associate Training Program. * Previous customer service contact experience is highly desired. * Ability to demonstrate a sales-oriented professional demeanor. * Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus. * Experience in handling money preferred. * Proficiency in Microsoft Office Products (Word, Excel) required. * Understanding and working knowledge of appropriate core banking system is a plus. * Detailed oriented. * Professionalism and confidentiality are essential. * Flexibility on work schedule as business needs arise. KEY COMPETENCIES * Customer Service * Interpersonal Skills * Dependability (Attendance & Punctuality) * Task Management Essential Functions: * Sitting and standing for extended periods of time. * Ability to operate a computer keyboard, mouse, and other computer components. * Ability to reach over teller counter or desk area to receive customer transaction documents. Ability to lift and carry up to twenty pounds. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: Bank, Banking, Information Security, Outside Sales, Finance, Technology, Sales
    $26k-33k yearly est. 6d ago
  • Sales Associate- Duck Thru Food Stores (Franklin, VA)

    Jernigan 4.0company rating

    Franklin, VA jobs

    Job Details Franklin, VAJob Posting Date(s) 10/24/2024Description The purpose of this job description is to give new employees an overview of what is expected of a Sales Associate in Duck Thru Food Stores. The following list is not all-inclusive. The position may be asked to perform other duties, especially those that are not considered usual and customary in the convenience store industry. Sales Associates must report to the Store Manager for assistance and guidance. Store Operations: Forecast, order, stock, and merchandise product Stock refrigerator units with drinks and perishable goods Ensure prompt reconciliation of store operations paperwork Keep work area neat, clean, and organized Clean front/face and restock shelving, displays, and coolers as needed. Clean fast food area, equipment, and stock as needed. Keep coolers and cooler doors clean Maintain cleanliness of restrooms and facilities Enter all sales in the register at the time of sale Make drops into the safe per instructions Prepare shift reports accurately Assist the Store Manager with store operations Customer Service: Ensure prompt, efficient, and courteous customer service Greet and thank all customers in a timely and professional manner Suggest possible purchases to the customer and promote store specials Dress in a manner that is consistent with Duck Thru Food Store policies Job Specifications: Ability to operate necessary machines within the store Previous retail experience preferred Ability to work nights, weekends, and holidays Ability to work independently Accountable for large amounts of cash Ability to follow instructions Full-time employees should average approximately forty (40) hours per week. All hours worked in excess of forty hours per week will be paid overtime at one and one-half times the straight hourly rate. Physical Requirements: Stocking may require lifting up to 50 pounds Intermittent sitting, standing, or bending Exposure to cold temperatures when stocking refrigerator units Ability to use safety equipment, including dolly, or hand cart for lifting heavy boxes or other store items, ladders, and grills or deep cooking fryers Benefits: 401K Paid Time Off (PTO) Paid Holidays Bi-weekly Pay Health Insurance Bereavement Pay
    $24k-33k yearly est. 60d+ ago
  • Sales Associate

    United Bank, Inc. 4.2company rating

    Virginia jobs

    The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals. RESPONSIBILITIES: * Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. * Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits. * Adhere to cash differences/controllable losses policy. * Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds. * Comply with all department and company policies, procedures, and overall security. * Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. * Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards. * Promote and maintain positive relationships with all internal and external customers. * Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications SKILLS/QUALIFICATIONS: * High school diploma or equivalent. * Successful completion of the Bank's in-house Sales Associate Training Program. * Previous customer service contact experience is highly desired. * Ability to demonstrate a sales-oriented professional demeanor. * Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus. * Experience in handling money preferred. * Proficiency in Microsoft Office Products (Word, Excel) required. * Understanding and working knowledge of appropriate core banking system is a plus. * Detailed oriented. * Professionalism and confidentiality are essential. * Flexibility on work schedule as business needs arise. KEY COMPETENCIES * Customer Service * Interpersonal Skills * Dependability (Attendance & Punctuality) * Task Management Essential Functions: * Sitting and standing for extended periods of time. * Ability to operate a computer keyboard, mouse, and other computer components. * Ability to reach over teller counter or desk area to receive customer transaction documents. Ability to lift and carry up to twenty pounds. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Richmond Job Segment: Bank, Banking, Information Security, Outside Sales, Finance, Technology, Sales
    $25k-33k yearly est. 32d ago
  • Real Estate Salesperson - Washington DC

    Carrington Mortgage 4.5company rating

    Newport News, VA jobs

    Vylla's national footprint and full-service model provide a truly progressive approach to the real estate process, creating extraordinary experiences for both our customers and employees. As part of the Carrington and Vylla family of companies, we provide nearly every aspect of homeownership - from real estate with Vylla Home to Title/Settlement and Escrow services, Mortgage lending, and more - all under one roof! We offer our agents: Competitive Commission Split - keep your commission and set your own value! Unlimited opportunity to earn what you are worth. Reasonable flat rate referral fees. No hidden costs! Qualified leads, assets and referrals Free CRM and CMA tools, transaction management system, e-signatures and more Customized training, live demos and more available 24/7 Customizable agent websites, marketing support, social media training and more Face-to-face broker support and coaching - true mentorship Dedicated resources from Vylla and Carrington's family of companies (including lending, title and settlement services along with superior customer service from our headquarters in Aliso Viejo, California) Back office support including dedicated transaction coordinators and an agent services resource team “Best of both worlds” environment with local offices and support as well as the backing of a large, established and nationwide institution (Carrington and Vylla family of companies) Incentive program to earn cash if you help grow our team and bring new agents onboard Flexible schedules and control over your personal and professional growth as an agent A fun, positive culture where our community, or Vyllage as we call it, supports one another and gives back Apply today! What will make you successful at Vylla? An active license Drive and ambition to succeed as part of an innovative, fast-growing team Complete focus on the customer experience Strong communications skills and ability to build a network of engaged customers and prospects Ability to multi-task and take initiative, strong work ethic Vylla is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, gender, national origin, ancestry, age, marital status, sexual orientation, veteran's status, physical or mental disability or any other legally protected category. Vylla will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company. EEO/AAP Employer
    $19k-38k yearly est. Auto-Apply 60d+ ago
  • Sales Enablement - Associate

    Icapital Network 3.8company rating

    Greenwich, CT jobs

    About the Role iCapital is looking to hire an Associate Sales Enablement specialist on the Business Solutions team. The ideal candidate will support both the Alternative Distribution team and Structured Investment Distribution team with data and reporting to help drive sales. This role will call for expertise in managing large data sets and data manipulation as well as experience with Excel, Salesforce and CRM data. Responsibilities Produce and maintain sales reports and dashboards in Salesforce and in Excel for the Sales and Management teams. Maintain the accuracy and completeness of the CRM data to support sales and marketing initiatives. Create ad-hoc reporting for clients, senior management, and collaborate on drawing insights to support sales opportunities and goals. Work closely with the Alternative Investments Sales team and Sales Management team to provide business insights and track key metrics. Qualifications 2-5 years of relevant work experience Strong Excel skills, with experience using large data sets and automation with formulas and macros Experience and in-depth knowledge of Salesforce Strong attention to detail and able to multi-task under tight deadlines Able to maintain a high level of productivity and manage multiple competing priorities Benefits The base salary range for this role is $80,000 to $100,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
    $26k-36k yearly est. Auto-Apply 4d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Harrisonburg, VA jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
    $41k-76k yearly est. Auto-Apply 5d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Leesburg, VA jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
    $42k-78k yearly est. Auto-Apply 5d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Lynchburg, VA jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
    $41k-75k yearly est. Auto-Apply 3d ago
  • Sales Consultant, FuturePlan (CT, RI, & West Chester, NY - Territory)

    Ascensus 4.3company rating

    Hartford, CT jobs

    FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary The Vice President, Sales Consultant's primary responsibility is to facilitate the growth of new relationships and business for FuturePlan. This professional will drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals. Includes directly coordinating sales activities for key Plan Sponsor relationships, actively working with (FuturePlan by Ascensus) Internal and External Sales Consultants to drive sales and marketing. * Successful candidate must live in CT* Section 2: Job Functions, Essential Duties and Responsibilities * Strong, in-depth ERISA and plan design knowledge * Ability to discuss industry trends with Financial Advisors * Ability to learn multiple platform/product solutions; assist Financial Advisors with a "needs analysis" to ensure the appropriate solution * Strong knowledge of key competitors with the ability to highlight our competitive advantages * Establish and maintain productive, working relationships with Financial Advisors with the goal of earning their retirement plan business * Coordinate wholesaling efforts with Ascensus Internal Sales to maximize coverage and effectiveness * Remain current on industry, technical and product knowledge. Complete management reports, expense reports and other special tasks as requested. * Ability to discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost * Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall "cost" of services to Financial Advisors and Employers * Assist existing employers and Financial Advisors in the retention of current business (as needed) * Excellent written and oral communication skills * Strong working relationships with DCIO firms in region to promote our solutions to Financial Advisors * Assist with other tasks and projects as assigned * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * A minimum of 7 years' experience in the retirement plan industry or 3-5 years' experience in a business development role in the retirement plan industry. * Proven successful sales experience of retirement administrative services * Overnight travel is required * Superior time management skills required * Ability to operate effectively in a fast-paced, unsupervised environment * Proficient in PC, CRM and web applications. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $89k-128k yearly est. 5d ago

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